How I Invest with David Weisburd

Roy Swan and Christine Looney from Ford Foundation's Mission Investments team discuss patriotic capitalism, investment themes, and social impact. They highlight balancing financial return with social good, affordable housing, and historical injustices. The podcast delves into unconventional thinking in investments and the importance of diverse managers for societal improvement.

Sean Warrington of Gresham Partners delves into his investment process, addressing extreme risk factors and investing in emerging managers. The episode covers reference processes, social proof, and cutting-edge family office practices. Explore the nuances of fund investing, the value of large funds in startup success, and evaluating emerging managers for investment. Learn about quirky fund managers, navigating investment signals, and the importance of quality over quantity.

Atul Rustgi discusses LP value-add in VC, biotech diversification, blockchain exposure, family office investments, and raising funds in a market downturn. They explore the complexities of VC relationships, navigating challenges in investing, and strategic asset allocation in blockchain. Also, reflections on reinvestment strategies, mentorship, and contrarian thinking in the investment landscape.

Venture capital returns are compared to hedge funds and private equity, discussing generational transitions and conflicts in venture firms. Lindel Eakman shares insights on investment strategies, search funds, and seeding platform opportunities. The podcast explores the appeal of prestigious endowments as limited partners and the potential of venture capital for high returns.

Chris Prestigiacomo from SWIB discusses the role of private debt in venture portfolio management, backing criteria for General Partners, venture capital's role in SWIB's strategy, and Wisconsin's retirement system governance. They also explore venture investments, portfolio allocation, investment strategy, governance, and criteria for investment decisions with venture capitalists.

Former child actor Sasha Pieterse, now CEO of Hippie Water, talks about her journey to entrepreneurship, the cannabis beverage market, D2C strategies, and the importance of authentic representation. They also discuss challenges faced by female founders, empowering women in entrepreneurship, and navigating Hollywood as a young celebrity.

Katie Riester, Managing Director at Felicis talks with David Weisburd about venture capital fund strategies, building relationships with GPs, and the math behind venture capital. They discuss clear communication with LPs, common red flags, and advice for new LPs.

Michael Sidgmore of Broadhaven discusses the growth of the wealth channel, access issues for family offices, GP stakes, the future of emerging managers, and the potential of IRA funds for venture capital and real estate investments.

Dave McClure, founder of 500 Startups, discusses his journey into venture capital, his investment strategy, and the challenges of breaking into the industry. He analyzes his two 40x+ funds, talks about the misalignment between LPs and GPs, and explores the concept of his new firm, Practical Venture Capital. They also discuss competition in the secondary market, the trade-off between unrealized TDPI and realized DPI, and the potential opportunities in emerging markets for international expansion.

Investment strategist Guy Perelmuter discusses his investment strategy, the paradox of AI, the potential of DeepTech, and the impact of AI on the labor force. They also touch on LP value-add, the importance of overcommunication, and the ideal GP relationship. They explore the convergence of technology and biology in biotech, OpenAI's plans for an AI app store, and the debate on effective altruism and responsible development of AI. Perelmuter emphasizes the importance of diversification, consistent returns, and leveraging network and partnerships in venture capital.