PodcastsBusinessHow I Invest with David Weisburd

How I Invest with David Weisburd

David Weisburd
How I Invest with David Weisburd
Latest episode

346 episodes

  • How I Invest with David Weisburd

    E343: The Death of the 60/40 Portfolio (And What Comes Next)

    04/08/2026 | 43 mins.
    What if the biggest edge in portfolio construction isn’t picking better assets but structuring a portfolio you can actually stick with through cycles?

    In this episode, I sit down with Chaya Slain, President and CIO at Virtera Partners LLC, to unpack how families can access institutional-quality investing without building a full family office. Chaya explains why alternatives are often the true driver of outperformance, how trend following can reshape risk and return, and why behavioral discipline matters more than perfect asset selection.
  • How I Invest with David Weisburd

    E342: The Rise of Venture Secondaries

    04/07/2026 | 34 mins.
    What if the real edge in venture isn’t picking the hottest companies, but structuring your portfolio, pacing capital, and building relationships in a way most investors never do?

    In this episode, I sit down with Jamie Melzer, Founder and Managing Partner of Altra Venture Partners, to break down how she built a firm focused on late-stage venture and secondaries at the height of market dislocation. We discuss why rising interest rates in 2022 created a rare entry point, how buying private tech companies at 40 to 80 percent discounts reshaped the opportunity set, and why transaction risk often matters more than company risk in secondary markets. Jamie explains her concentrated, power-law-driven portfolio strategy, how she sources deals in an opaque and relationship-driven ecosystem, and why access, not awareness, is the true barrier in private markets.
  • How I Invest with David Weisburd

    E341: Why VC is Changing Forever ($150 Billion LP)

    04/06/2026 | 34 mins.
    What if the best venture returns come from the LPs that are most patient and most strategic?

    In this episode, I sit down with Scott Voss, Partner at HarbourVest, to explore how the $150B multi-manager firm generates consistent outperformance across venture, growth equity, buyouts, and secondaries. Scott shares how consensus risk, vintage year timing, and strategic co-investing shape returns, why continuation vehicles and evergreen structures are transforming private markets, and how long-term relationships with GPs create first-look access to top deals.
  • How I Invest with David Weisburd

    E340: Why Family Offices Should Avoid 60/40 Portfolios

    04/03/2026 | 31 mins.
    What if building a portfolio for high-net-worth investors is more about managing downside risk than chasing returns?

    In this episode, I sit down with Damien Bisserier, Managing Partner and Co-CIO at Evoke Advisors, to explore how he constructs diversified portfolios for ultra-high-net-worth families. Damien shares why after-tax returns, alternative assets, and private markets matter more than concentrated US stock bets, and how behavioral insights and client-centered thinking drive long-term compounding. He also dives into venture capital, the importance of relationships, and the nuanced ways to identify managers who deliver repeatable alpha.
  • How I Invest with David Weisburd

    E339: From Zero to $100 Million in 18 Months: Inside Legora

    04/02/2026 | 25 mins.
    What happens when AI turns a $40B legal software market into a $1T opportunity?

    In this episode, I talk with David Eckstein, CFO of Legora, about scaling one of the fastest growing enterprise AI companies in history. David explains how Legora went from zero to $100M in 18 months, why AI is expanding markets rather than just disrupting them, and how the role of CFO is evolving into a strategic operator across every part of the business. We discuss vertical vs horizontal AI, why AI companies must focus on workflows instead of prompts, and how talent density and culture become the ultimate differentiators in high growth environments.

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About 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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