E391: $17 Billion CIO on Taxes, Private Markets, and Building Wealth
Episode Date: June 17, 2026What if the biggest driver of long-term investment success isn't finding better investments, but helping investors avoid their own worst decisions? I...
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.
272 episodes transcribedWhat if the biggest driver of long-term investment success isn't finding better investments, but helping investors avoid their own worst decisions? I...
What if the best venture investors aren’t chasing the hottest sectors—but the founders who would still be working on the problem long after the hype d...
What happens when one investor sits at the intersection of venture capital, natural resources, AI, space infrastructure, and geopolitics? In this epi...
What if the biggest edge in investing today isn't having more information—but knowing how to turn information into conviction? In this episode, I sit...
What if the best private equity opportunities are hiding inside businesses that everyone else thinks are too complicated to touch? In this episode, I...
What separates the venture investors who generate extraordinary returns from those who simply participate in the asset class? In this episode, I sit...
What if the biggest opportunity in private markets isn’t finding the next startup—but owning the next public company years before it ever rings the be...
What if the biggest edge in venture capital isn’t manager selection—but earning access to the managers everyone already knows are the best? In this e...
What if the biggest investment opportunity of the next decade isn’t AI itself—but the companies building the infrastructure and workflows that allow A...
What if the biggest opportunity in venture today isn’t finding the next unicorn—but solving the liquidity problem created by companies staying private...
What if the biggest inefficiency in investing today isn’t asset selection—but the fact that most investors still optimize for pre-tax returns instead...
What if the greatest threat to generational wealth isn’t bad investing—but the inability to think beyond the next liquidity event? In this episode, I...
What if the biggest problem in asset management today isn’t investment performance—but misalignment between managers and the investors they serve? In...
What if the biggest opportunity in private equity today isn’t buying companies—but buying liquidity from investors who are forced to sell great assets...
What if the biggest venture returns are already gone by the time a category has a name? In this episode, I sit down with Niko Bonatsos, Founder and M...
What if the biggest opportunity in venture today isn’t funding new companies—but solving the liquidity crisis created by companies staying private for...
What if the biggest source of alpha for taxable investors isn’t stock picking—but minimizing friction inside the portfolio itself? In this episode, I...
What if the key to outperforming isn’t taking more risk—but building a portfolio strong enough to survive volatility without breaking? In this episod...
What if the best investment opportunities are the ones most investors avoid because they’re too hard, too small, or too inefficient to pursue? In thi...
What if the best venture investments come from ignoring consensus and trusting your own taste before the market catches up? In this episode, I sit do...