How I Invest with David Weisburd

Fernando Pontaza, Co-Founder of Invariantes, discusses setting up the first Guatemalan Venture Capital Fund and targeting a 25% IRR. They explore challenges in Guatemala's startup ecosystem, trade-offs of a 25% IRR strategy in VC, choosing emerging managers for investment, importance of diversification, and delivering a magical experience in VC.

Winter Mead, Founder and CEO of Coolwater Capital, discusses the importance of emerging managers and building the YC for GPs with David Weisburd. They explore the growth of venture capital, the distinction between good investors and operators, and the qualities needed for venture capitalists and emerging managers. They also delve into the components of the Coolwater program and the significance of building trusted relationships in the industry.

Jeff Galvin, CEO of Addimmune, sits down with David Weisburd to discuss cell and gene therapy, and how Addimmune is working on a functional solution for HIV. We’re proudly sponsored by Bidav Insurance Group, visit lux-str.com if you’re ready to level up your insurance plans. (0:00) Episode Preview (2:21) Jeff’s background (5:08) Teaching at MIT as a teenager (8:22) What is gene therapy? (11:53) Episode Sponsor: Bidav Insurance Group (12:39) Gene therapy success stories (16:11) What is HIV? (20:14) AGT103 and the quest for a functional HIV cure (23:22) AGT103’s Phase I results (29:43) How gene therapy could revolutionize pharmaceuticals (30:52) How to contact Addimmune

Joshua Berkowitz, an investor in venture capital as a family office, talks about the importance of IRR over TVPI as a metric for investors. They also discuss capital allocation, GP strategy fit, predicting fund returners, qualities of GPs, supporting emerging managers, effective portfolio construction, strategy creep, early-stage investing, and the benefits of family offices.

Brian Abrahams, CEO of American Friends of Sheba Medical Center, sits down with David Weisburd to discuss its “Peace through Health Initiative” and how the hospital has been helping Israeli and Palestinian citizens during the current conflict. (0:00) Episode Preview (0:30) Brian Abrahams’ Background (0:51) Rice Powell’s Background (2:05) Sheba Medical Center’s History (4:43) The Peace through Health Initiative (6:14) How to Combat the War of Propoganda (7:22) How Sheba responded to the attacks of 10/7 (9:30) Sheba’s partnership with Nuvo to help pregnant mothers (11:11) Firsthand impact of 10/7 (17:48) www.standwithsheba.com (18:42) How Sheba is helping heal national trauma (21:32) How Sheba has helped patients

Alex Edelson of Slipstream Investors discusses the four sources of alpha for emerging managers, institutionalizing courage and independent thinking at a venture capital firm, factors affecting hiring decisions in venture capital, and the qualities of a good LP and a great LP.

Jake Paul and Joey Levy, co-founder of Betr, talk about the sports betting industry and building a $100 billion company. They discuss their early experiences in Silicon Valley, their ambitious goals, the role of psychedelics in success, marketing and controversy, the importance of alignment in partnership, and their strong commitment and ambition.

James Heath, Investment Principal at dara5, discusses early stage venture and the challenges faced by limited partners in obtaining and analyzing structured information. They also emphasize the importance of founders' motivation, building strong LP-GP relationships, and the power of connections and collaboration in the LP ecosystem.

Raja Doddala, Head of VC at Churchill Asset Management, discusses how Churchill diligences managers and the importance of integrity in a GP. They also explore the qualities of general partners, the role of networks in VC, LP perspectives on venture investing, and principles from David Swenson's book.

Avlok Kohli, CEO of AngelList, discusses growing AngelList into a $4B company, traits of successful founders, the value of MBAs, GP product at Angellist, building unique products, future plans for Angelus, and requesting referrals to family offices.