How I Invest with David Weisburd

Thomas Lee, Co-President and CIO at Parametric, shares insights from the $600 billion asset management firm. He discusses the future of customization in investment strategies, debunking myths around inflation while analyzing its complex impacts. Lee emphasizes personalized accounts for high-net-worth individuals and the importance of tax-efficient investing. He also touches on the shift from pooled funds to tailored solutions, showcasing how technology enables greater investment accessibility. This conversation dives deep into leadership in finance and innovative market strategies.

Nancy Davis, founder of Quadratic Capital and a former Goldman Sachs trader, shares her insights from nearly a decade on the prestigious prop desk. She discusses her options-based investment strategies and the common pitfalls investors face. Nancy emphasizes the importance of humility and coachability in finance. She also warns about the potential return of stagflation and critiques how the market currently prices inflation. With unique thoughts on risk management and trading psychology, her approach flips traditional models on their head.

Mark Wade, who leads strategy and investments at CAZ Investments, dives into the evolving landscape of alternative investments. He highlights the increasing demand from high net worth individuals and the strategic evolution of evergreen funds. Mark discusses the importance of alignment in investments, detailing CAZ's innovative risk management strategies and the benefits of transparency and trust-building with investors. He emphasizes the value of collaborative partnerships in enhancing investment success and the significance of humility in capital allocation.

Matt Foran, co-founder and president of StoicLane, discusses the innovative world of holding companies, focused on real estate and small business acquisitions. He shares insights on how StoicLane has successfully acquired 71 companies with a unique seller-friendly approach. Matt emphasizes the long-term advantages of permanent capital and the importance of transparency in building trust. The conversation also delves into leveraging AI for operational efficiency and the competitive edge of holding companies over traditional private equity in fostering sustainable growth.

Abe Finkelstein dives into the art of building a resilient venture firm, sharing insights on navigating turbulent markets. He discusses the journey of Vintage Investment Partners, from its inception to managing over $3 billion. The conversation highlights how to evaluate managers across various market landscapes and the importance of cultivating trust with limited partners. Finkelstein also shares his thoughts on emerging fields like gaming and crypto, along with Israel's burgeoning startup scene and his decision to relocate there.

Amy Rubinstein, CEO of Clear Investment Group, shares her journey from novice to real estate leader, focusing on distressed C-class multifamily properties. She discusses the surprising resilience of C-class housing, especially during inflation, and how her firm creates value by stabilizing mismanaged assets. Amy explains her self-taught path to success, her philosophy on impact investing, and the strategic vision for a comprehensive investment platform. Listeners gain insights into team management, the intricacies of institutional fundraising, and the critical importance of adaptability in real estate.

Discover how a mattress startup skyrocketed to $100M in its first year through innovative direct-to-consumer strategies. The conversation dives into the essentials of leading during hypergrowth and navigating challenges, especially going public just before the pandemic. Explore the concept of the 'electron economy' and why it’s crucial for climate innovation. Gain insights into evaluating startup founders and the importance of portfolio construction in venture capital.

Ron Biscardi shares insights on transforming a charitable initiative into a $50M platform in just five years. He reveals how technology and community trust play key roles in capital formation. Discover the secrets behind organizing 800+ LP meetings with crypto managers and why LP behavior signals trends better than investment mandates. Biscardi emphasizes the importance of effective follow-up post-conference and discusses iConnections' innovative use of AI for fund allocation. Plus, he predicts that Asia may soon lead in alternative investments.

Tyler Sosin, a Board Partner at Menlo Ventures and now the founder of Villain Capital, shares his insights on investing in tech-driven businesses. He discusses the importance of durable customer relationships and misconceptions around Total Addressable Market (TAM). A strong advocate for vertical software, Tyler emphasizes the value of niche markets and the balance between aggressive growth and sensible compounding. He reflects on past investments like Flywire and Carta, drawing lessons on founder resilience and strategic growth approaches.

T.C. Wilson, CIO of The Doctors Company, shares insights from over 35 years in investment management. He discusses the unique investment strategies for insurance firms, especially how surplus is treated like an endowment portfolio. T.C. emphasizes the importance of portfolio construction over manager selection, innovative asset management techniques, and the value of evergreen structures. He also highlights his cautious stance on large-cap private equity and the lessons of extreme ownership in leadership, providing a compelling guide for both seasoned and aspiring investors.