How I Invest with David Weisburd

Jeff Smith, Managing Director of Private Investments at the Smithsonian’s endowment, discusses the Smithsonian's advantage in venture capital. They talk about capital allocation, exit strategies, evaluating new venture managers, and the importance of communicating effectively with LPs.

Muthu Muthiah, CIO of Children’s Healthcare of Atlanta, discusses governance, systems, deploying $2 billion, endowment style investing, asset allocation vs manager selection, and venture strategy. Topics include power of generalists, structured governance, asset allocation trust, overcoming challenges, and venture capital philosophy for healthcare portfolio.

Erin Harkless Moore of Pivotal Ventures discusses their $1B mission for equality. They explore gender gap closure, team management, and the impact of venture dollars. The episode delves into diverse voices in decision-making, strategic investments in the tech industry, and inclusive investment strategies. Also covered are due diligence practices, leadership styles, and integrating impact with finance.

Hunter Horsley, CEO of Bitwise, discusses the institutional case for Bitcoin, diversifying portfolios with digital assets, and expanding the GDP of the internet through public blockchains. They explore Bitcoin's bull arguments, investment perspectives, and the evolving appeal of crypto assets, highlighting Bitwise's human-centric approach in the market.

Eric Satz, CEO of Alto, discusses accessing $13 trillion in retirement capital for startups, alternative asset investing, personal venture portfolio construction strategies, and cryptocurrency in investing. They explore Peter Thiel's Facebook investment via Roth IRA, portfolio diversification in alternative assets, crypto investment strategies, Alto's future trajectory, and the role of luck in startup success.

Chris Rizik, CEO of Renaissance Venture Capital, discusses Midwest LPs, corporate innovation, fund manager evaluations, investment mistakes, emerging fund strategies, and networking challenges in the venture capital landscape.

Trish DiGirolomo from Babson College discusses scaling the endowment via disciplined strategy, focusing on cash returns and manager selection. They delve into maximizing VC returns in novel concepts, strategic investments in private equity, and navigating partner dynamics within LPs.

Erik Iverson and Mike Partsch from WARF discuss investing in life sciences, turning inventions into portfolio companies, and the importance of relationships in market cycles. They explore AI in biotech, tech transfer process, and LP strategies in Madison. Insights on navigating relationships and behavior in the investment space.

Michael Downing, an expert in emerging manager venture funds, discusses the MDSV Capital Extension Program and market conditions affecting fundraising. They delve into portfolio construction, LP expectations, and the importance of supporting emerging managers in the venture ecosystem.

Jordan Nel, an expert in spotting winning venture funds, discusses portfolio construction, fund scalability, and difficult conversations with GPs. They explore why small funds outperform large ones, navigating venture fund dynamics, LP agreements, and balancing judgment in VC investing. Insights on preempting rounds and insider knowledge.