How I Invest with David Weisburd

Jamie Biddle, Founding Partner and CEO of Verdis Investment Management, and Steve Kim, Partner specializing in Investment Strategy and Risk Management, delve into their successful approach to investing in over 1,400 startups, including 41 unicorns. They discuss the innovative venture index thesis and its execution, along with the role of tax benefits for investors. Their insights reveal how a data-driven methodology can diversify portfolios and emphasize the importance of patience and long-term strategy in venture capital for significant returns.

Michael Miller, CIO at Crewcial Partners, discusses the intricacies of investing for nonprofit institutions. He dives into portfolio construction, emphasizing the balance between liquidity and returns. Insights on navigating asset classes during downturns and the importance of trust between Limited and General Partners are shared. Miller also touches on the impact of political engagement in venture capital and the role of resilience in making long-term investment decisions. His unique perspective sheds light on the challenges and strategies required in the nonprofit investment landscape.

Mikhail Blancovitch, Co-Founder of Unicorn Strategic Capital, shares his insights on the multifaceted world of investment capital. He discusses effective strategies for raising $6 billion from institutional investors and the importance of personal relationships in fundraising. Blancovitch emphasizes the need for compelling storytelling to engage LPs and highlights the impact of generational wealth transfer on investment trends. The conversation also touches on innovative approaches to portfolio diversification in Latin America and the growing demand for emerging managers.

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.