PodcastsBusinessHow I Invest with David Weisburd

How I Invest with David Weisburd

David Weisburd
How I Invest with David Weisburd
Latest episode

333 episodes

  • How I Invest with David Weisburd

    E330: EuropeanKid: The $32B Future of Influencer Marketing

    03/22/2026 | 25 mins.
    What if influencer marketing isn’t about chasing mega-followers, but activating the creators who already love your brand?

    In this episode, I sit down with Aris Yeager, Founder of Storytime, to explore how he built a platform connecting brands with nano and micro creators to run highly targeted campaigns at scale. A creator himself known online as European Kid, Aris leverages his own social experience to help businesses automate gifting, engage loyal audiences, and measure campaign effectiveness while focusing on authenticity over follower count.
  • How I Invest with David Weisburd

    E329: How Oaktree Is Positioning $223 Billion for a Credit Cycle Shift

    03/20/2026 | 23 mins.
    What if the best way to navigate credit markets is not about chasing yield but controlling risk?

    In this episode, I sit down with Danielle Poli, Co-Portfolio Manager of Global Credit at Oaktree, to explore how she manages a $20 billion portfolio within a $223 billion firm. Danielle shares how focusing on core income, rigorous underwriting, and a flexible toolkit allows her team to navigate complex markets while remaining defensive or opportunistic as conditions change.
  • How I Invest with David Weisburd

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

    03/19/2026 | 32 mins.
    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

    03/18/2026 | 36 mins.
    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?

    03/17/2026 | 30 mins.
    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.

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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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