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E302: Legendary CIO Larry Kochard On Where Alpha is Today
Episode 302
What actually creates sustainable alpha in endowment portfolios and why do most investors mistake activity for edge? In this episode, I talk with Lar…
7 months, 1 week ago
E301: Why Generating Alpha is So Hard
Episode 301
After 300 interviews with the world’s top investors, what does alpha actually look like and why is it almost never what people think it is? In this s…
7 months, 1 week ago
E300: How I Raised $100 Billion w/Rahul Moodgal
Episode 300
Can institutional capital really afford to rush or is patience the ultimate edge in fundraising? In this episode, I sit down with Rahul Moodgal to un…
7 months, 1 week ago
E299: Why Institutional LPs Are Moving Into Lower Middle Market PE
Episode 299
What does it mean to be a true partner to lower middle market businesses? David Weisburd speaks with Peter Elliot Rothschild about building RF Inves…
7 months, 1 week ago
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding
Episode 298
How do tax efficiency, private markets, and structural change intersect in modern portfolio construction? David Weisburd speaks with Jeffrey Fulk ab…
7 months, 1 week ago
E297: Advisory Boards & LPACs: A Complete Masterclass for GPs
Episode 297
Why do so many advisory boards look impressive on paper but fail to deliver real value when it actually matters? In his second appearance on the podc…
7 months, 2 weeks ago
E296: Former CIO of CalSTRS on Why LPs Overpay for ‘Innovation’
Episode 296
What actually separates great institutional investors from average ones and why does governance matter more than brilliance? In this episode, I talk …
7 months, 2 weeks ago
E295: Why AI Agents Will Quietly Replace 80% of Investment Teams
Episode 295
Why are humans — not models — still the biggest bottleneck to AI progress, and what happens when that bottleneck becomes a business? In this episode,…
7 months, 2 weeks ago
E294: Endowment Model vs Total Portfolio Approach: The Real Trade-Offs
Episode 294
How should families think about portfolio construction when traditional diversification breaks down? David Weisburd speaks with Michael Phipps about…
7 months, 2 weeks ago
E293: Inside GEM: How a $12.5 Billion Platform Selects Outlier Funds
Episode 293
How do experienced LPs evaluate venture managers in an increasingly crowded and bifurcated market? David Weisburd speaks with Kate Simpson about her…
7 months, 2 weeks ago