E278: What Separates the Top 1% of GPs
Episode Date: January 8, 2026What if the most powerful investment strategy isn’t optimization but making one truly great decision each year? In this episode, I talk with Joshua B...
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.
178 episodes transcribedWhat if the most powerful investment strategy isn’t optimization but making one truly great decision each year? In this episode, I talk with Joshua B...
Why is the hardest discipline in growth equity not finding great companies but refusing to grow past the point where returns break? In this episode,...
Why do the biggest investing breakthroughs come not from complexity, but from simplicity and why is that so hard for smart people to accept? In this...
What if the biggest barrier to earning returns in alternatives isn’t access, fees, or performance but friction, complexity, and behavior? In this ep...
How do you scale a growth equity firm from a $52M first fund to $5B across six funds—without losing discipline or trust? In this episode, I talk with...
Is traditional valuation dead for the biggest winners of the AI era? Or have investors simply been looking in the wrong place? In this episode, I tal...
How do you build a multibillion-dollar company from scratch, walk away at the peak, and reinvent your life around purpose, generosity, and impact? In...
Can a 23-year-old Harvard dropout build the next billion-dollar company? In this episode, I talk with Steven Wang, founder and CEO of dub, a U.S. cop...
How do you turn whiskey barrels into an institutional asset class? In this episode, I sit down with Giuseppe Infusino, Chief Investment Officer and M...
What separates great investors from generational ones—and how do you actually find the next Elon Musk? In this episode, I sit down with Mike Annunzia...
Why do ~90% of first-time managers fail before Fund II/III—and what separates durable fund builders from good investors? In this episode, I unpack th...
What really happens inside the hidden world of family offices—and why do they invest so differently from institutions? In this episode, I explore that...
Why is up to “$150 trillion” poised to migrate from public to private markets—and what will unlock that shift for RIAs and family offices? In this ep...
How do you underwrite pre-seed founders when the only durable asset is the human—before there’s product-market fit? In this episode, I go deep with M...
How can families preserve wealth and well-being across five or more generations? In this episode, I dive deep into a conversation with James E. “Jay”...
How should a public pension build an active equity and absolute-return program—without diluting alpha or chasing the “hot” manager? In this episode, I...
How can continuation vehicles and independent sponsors unlock structural alpha in private equity when traditional buyouts are struggling with low DPI?...
Can venture capital be reinvented to deliver alpha without relying on “heroic assumptions”? In this episode, I go deep with Daniel Kimerling, Founder...
This episode features John Felix, General Partner & Head of Research at Pattern Ventures, a specialist fund-of-funds focused on backing small venture...
What does it take to be a truly great limited partner? In this episode, I spoke with Matt Curtolo, a veteran LP who’s worked with some of the most so...