How I Invest with David Weisburd

Errik Anderson, co-founder of 20 biotech startups worth $10B+, discusses the potential of the biotech industry, the value of building relationships, and practicing pro-noia. They explore the challenges and innovation in biotech, the costs of starting a company, and the benefits of collaboration. They also talk about mindset, teamwork, and building strong relationships to create billion-dollar opportunities.

Anubhav Srivastava, CEO of Tactyc, discusses portfolio construction, fund recycling, reserve strategies, and follow-on investments. They also explore the future of Tactyc and lessons from clients.

Ben Gallagher, a venture capital expert, discusses the challenges faced by emerging managers in the industry. They delve into topics such as check sizes, diligence processes, and the impact of a GP leaving during an investment life cycle. The role of CFO/COO in GP operations and the importance of supporting emerging managers are also covered.

Aakar Vachhani, from Fairview, discusses the role of data in venture capital, Fairview's unique structure, and their co-investment program. They also explore the discipline of making investment decisions, the advantages of a fund of funds, and the importance of team cohesion in VC firms.

Charmel Maynard, CIO of University of Miami, discusses asset allocation, diversification strategies, assessing venture funds, unique VC challenges, tracking emerging managers, and the importance of diversity in asset management.

Ashby Monk, Stanford Professor, discusses the role and operation of asset owners like pension funds and endowments. Topics include compensation in these fields, the state of pension funds in the US, and their impact on private equity. They also explore the challenges faced by institutional asset owners, the importance of governance in institutional investing, and the dynamics between unions, pension funds, and hedge funds in the private equity industry. The significance of transparency in investment portfolios and the crucial role of asset owners in the financial ecosystem are also discussed.

David Friedberg, founder of Ohalo and former VC, discusses role of concentrated capital, VC's future, and impact of capital saturation. Topics include evolving investment strategy, transition from VC to operator, turning around companies, and exploring power law in portfolio companies.

Alan Feld, Co-Founder of Vintage Investment Partners, shares his experience and insights on product-market fit, building an enduring VC firm culture, and engaging with General Partners. They discuss successful GP cultures, investment allocation, and VC-LP relationship transparency. They also explore the importance of self-reflection and learning from mistakes, hiring operators, and long-term thinking in venture capital.

Lo Toney, fund manager and former angel investor at Plexo Capital, discusses his transition to fund management, the importance of patience in early-stage investments, the diligence process for managers, and the strategy behind selecting LPs. They also explore the significance of empathy in startups, the importance of non-performance factors in raising funds, the significance of Distributed to Paid-In Capital for institutional investors, the value of non-consensus viewpoints in venture capital, applying first principle thinking in early-stage startups, building a strong LP base, and Plexo Capital's global perspective.

Roland Reynolds, Senior Managing Director at Industry Ventures, discusses investing $7 billion into startups and venture capital funds. They explore investing in emerging managers and using secondaries to drive alpha. They also talk about addressing risk and duration in early stage venture investments, portfolio construction, flexible investing, and gratitude for the venture capital ecosystem.