PodcastsInvestimentosHow I Invest with David Weisburd

How I Invest with David Weisburd

David Weisburd
How I Invest with David Weisburd
Último episódio

331 episódios

  • How I Invest with David Weisburd

    E328: Why Most Funds Get Rejected in the First Five Minutes

    19/03/2026 | 32min
    What if the best venture returns come from managers no one else can access?

    In this episode, I sit down with Jorge Felippe, CEO of Almulla, a Dubai-based single family office, to explore how he builds high-conviction private markets portfolios while managing a multi-generational family and complex governance. Jorge shares why alignment, patience, and process matter more than flashy deals, and how a thoughtful approach to fund selection can capture early-stage alpha without the chaos of direct investing.
  • How I Invest with David Weisburd

    E327: $7B CIO: The Right Way to Invest in Emerging Markets

    18/03/2026 | 36min
    What if emerging markets aren’t a trap, but most investors just approach them wrong?

    In this episode, I sit down with Robert Koenigsberger, Founder and CIO of Gramercy, to explore how he has built a $7 billion emerging markets platform by focusing on high conviction, structured private credit, and long-term partnerships. After nearly four decades in emerging markets, Robert has pioneered strategies that capture the upside while managing risk, proving that careful underwriting, local knowledge, and disciplined execution outperform passive index approaches.
  • How I Invest with David Weisburd

    E326: What Happens When AI Starts Replacing Analysts?

    17/03/2026 | 30min
    Will AI soon write investment memos, analyze deals, and run workflows inside investment firms?

    In this episode, I speak with Chaz, founder of Model ML, about the rise of agentic AI and how investment firms are beginning to automate complex workflows across private markets. Chaz explains how Model ML originally started as an internal tool built inside his family office to manage investments more efficiently — before evolving into a fast-growing AI platform used by asset managers, banks, and consulting firms. We discuss why chat-based AI tools have limitations for professional workflows, how firms can achieve major productivity gains through automation, and why the next phase of AI will shift from productivity toward generating investment insight.
  • How I Invest with David Weisburd

    E325: Inside the $100B Continuation Vehicle Boom

    16/03/2026 | 39min
    What if the most compelling private equity opportunities aren’t brand-new deals, but the ones other investors have already “vetted” and are leaving on the table?

    In this episode, I sit down with Michael Woolhouse, Head of Continuation Vehicles at TPG Capital, to explore how he approaches the rapidly growing single asset continuation vehicle (CV) market—a space where sponsors can roll their most successful companies into new structures, creating liquidity while maintaining upside potential.
  • How I Invest with David Weisburd

    E324: How The University of Cambridge Built Their Privates Portfolio

    13/03/2026 | 31min
    What does it take to build a world-class private equity portfolio for an 800-year-old institution?

    In this episode, I sit down with Sam Sturge, Head of Private Equity at the University of Cambridge endowment, to discuss how he rebuilt the program with a mandate to generate inflation plus 5% returns for generations. Before joining Cambridge, Sam worked at Morgan Stanley and Partners Capital, and today he oversees a concentrated portfolio of buyout and venture relationships within the university’s £4.5 billion endowment.

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Sobre How I Invest with David Weisburd

How I Invest with David Weisburd is a podcast that interviews the world's leading institutional investors. Previous guests include The Ford Foundation, Northwestern University Endowment, CalPERS, Stepstone, and other top limited partners.
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