How I Invest with David Weisburd

Justin Dyer, Chief Investment Officer at AWM Capital, shares his expertise in managing investments for professional athletes alongside host David Weisburd. They dive into the unique wealth management challenges athletes face, emphasizing tailored strategies for their newfound wealth. The conversation highlights the importance of diversification, personalized portfolio strategies, and the role of venture capital in optimizing investment resources. Justin also delves into the deeper purpose of money, promoting its use as a tool for enhancing happiness and life fulfillment.

Michael Schulman, Chief Investment Officer at Running Point Capital, shares his insights on the venture capital landscape. He discusses the importance of careful manager selection and the risks and benefits of investing with spinout managers. Schulman emphasizes the need for strong relationships with General Partners and delves into tax strategies before liquidity events. He also highlights the critical balance of quantitative and qualitative skills necessary for effective wealth management and successful investment communication.

Fernando Saiz, Co-Founder of Azet Capital, dives into the world of fund of funds strategy in venture capital. He shares insights on the meticulous diligence process for selecting venture funds and what sets Azet apart in its investment decisions. Fernando discusses the challenges of evaluating emerging managers and the importance of relationship-building in this landscape. He also highlights the strategic advantages of investing in Latin America and the vital role limited partners play in supporting general partners and startups.

Ryan Serhant, Founder & CEO of SERHANT. and a notable real estate TV star, dives into his company's explosive growth after his Netflix show, revealing how entertainment can transform business. He shares his unique sales approach, common pitfalls in sales practices, and the significance of branding in leadership. The conversation also touches on the 'thousand minute rule' for time management, resilience in bouncing back from setbacks, and the importance of recognizing potential in people to build a successful team.

Matt Farrell, Senior Investment Manager at WE Family Offices, discusses investing strategies for families with $50M-$1B+, including balancing risk tolerance and liquidity needs, finding alpha in the market, and selecting private fund managers. Topics also include the diligence process for managers, co-investing, and value-add in venture capital.

Mike Maples of Floodgate discusses early-stage venture investing, highlighting investments in Lyft and Twitter. He emphasizes identifying non-consensus ideas and future-fit founders, along with the value of pursuing unique business models. The podcast covers insights on building relationships with LPs, advice for new VCs, and the importance of breakthroughs in startups.

Former CIO at CalPERS, Dr. Russell Read, talks about large scale pensions' allocation to private markets, co-investment programs structuring, and theoretical allocation strategies. They also discuss investing in international markets, building relationships with the venture community, co-investments in private markets, retirement funding strategies, and strategic approaches to private markets investing.

Justin Pollack, Managing Director at PineBridge Investments, discusses their investment thesis, secondary markets, structural differences in investing, and analyzing spinouts. They cover downside protection, fund of funds, and adapting strategies for growth.

Josh Porter, Co-Founder & General Partner at FirstLook Partners, sits down with David Weisburd to discuss FirstLook’s process for evaluating and selecting emerging managers. They also cover typical terms for co-invest, managing conflicts of interest, and the importance of strong personal relationships in venture capital. (0:00) Episode preview (0:11) FirstLook’s strategy (1:12) Co-investment dynamics (3:06) Typical co-invest terms (4:33) Managing conflicts of interest (6:24) Impact of personal background on investment decisions (9:10) Fostering relationships and trust in venture capital (11:28) Importance of trust and honesty in VC (12:27) Key criteria for selecting managers (15:33) 10X Capital Podcast Newsletter (15:54) Investment diligence and adding value (20:18) Insight into hiring for venture roles (21:34) Lessons learned and time management (23:26) Closing remarks

Dionne Chingkoe and Samer Yousif of Insight Partners sit down with David Weisburd to discuss Insight’s direct and fund of funds investment strategies. They cover the importance of adding value beyond capital to both founders and emerging managers, the landscape of multi-stage VCs investing in emerging managers, and check size driving fund strategy for GPs. Insight Partners’ 20/20 Vision Capital Fund supports diverse-led, top-tier, early-stage venture funds providing growth and seed capital to companies in the US and abroad. Insight believes that partnering and investing with these GPs is an effective way to drive much needed diversity in the venture capital industry. (0:00) Episode preview (0:56) Insight Partners’ strategy (2:08) Providing value-add and flexible capital (3:48) Samer Yousif's journey to Insight (6:09) Adding value to emerging managers (8:39) How emerging managers differentiate (12:09) Check size driving fund strategy (16:14) Evaluating GP performance (17:38) Closing remarks