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.
PodSkip has analyzed 5 episodes of How I Invest with David Weisburd, averaging 1.8 ads per episode (4% of runtime).
E422: Founding CIO of Berkeley Endowment on Track Records, Contrarian Investing & First-Time Funds
Aug 28, 2026
Why do so many GPs misunderstand what institutional LPs actually care about?
David sits down with John-Austin Saviano, an Backing & Building Challenger Investment Firms and Former Endowment CIO…
E421: Jack Purcell — Building an $11B Private Equity Firm
Aug 26, 2026
What if the biggest edge in private equity isn’t finding better deals, but designing better incentives?
In this episode, I sit down with Jack Purcell, Managing Partner at Ridgemont Equity Partners…
E420: Why Infrastructure Is a $40 Trillion Opportunity
Aug 24, 2026
What if the biggest AI investment opportunity isn’t AI companies, but the infrastructure required to make AI possible?
David sits down with Stuart Waugh, Managing Partner of Northleaf Capital…
E419: Venture Capital Has a Liquidity Crisis
Aug 21, 2026
Venture capital was designed around a relatively simple model: invest in a startup, help it grow, and eventually exit through an acquisition or IPO.
David sits down with Benjamin Black Powerlaw…
E418: AI, Venture Capital & the Future of Investing
Aug 19, 2026
Most venture firms think AI is another productivity tool.
David sits down with John Melas-Kyriazi co-founder and CEO of Standard Metrics—the AI-native portfolio management platform used by leading…
E417: $20B Investor on Risk, Uncertainty & Adaptability
Aug 17, 2026
Most investors spend their careers trying to eliminate risk.
David sits down with Alec Litowitz the founder of Qstar Capital, founder and former CEO of Magnetar Capital, and one of Citadel's…
E416: Ares Investor on Data Centers, Investing Moats & Lessons Learned
Aug 14, 2026
Why do the largest investment firms keep getting bigger?
David sits down with Joel Holsinger, Co-Head of Ares Alternative Credit, to discuss why scale has become one of the biggest competitive…
E415: Why Every VC Is Suddenly Investing in Defense
Aug 12, 2026
For years, defense investing was considered off limits for most venture capital firms.
Today, billions of dollars are flowing into defense startups as AI, drones, autonomy, advanced manufacturing…
E414: How LPs Evaluate GPs in the AI Era
Aug 10, 2026
For decades, fundraising was driven by relationships. Today, it increasingly starts with AI.
David sits down with Lex Suvanto, Global CEO of Edelman Smithfield, to discuss how artificial…
E413: How AI Will Reinvent Venture Capital
Aug 07, 2026
Most venture firms are experimenting with AI. Footwork rebuilt the entire firm around it.
David sits down with Nikhil Trivedi, Co-Founder & General Partner at Footwork, to explore what an AI-native…
E412: UPENN Endowment: Why AI Will Create a New Generation of PE & VC Firms
Aug 05, 2026
AI isn't just changing technology—it is reshaping how investment firms create value, evaluate managers, and generate alpha.
David sits down with Thomas Scriven, Managing Director University of…
E411: How AI Is Creating a New Generation of Venture Firms
Aug 03, 2026
Most venture firms are using AI to save time. Earlybird is using it to generate alpha.
David sits down with Andre Retterath, General Partner at Earlybird, to discuss how his firm built an AI-native…
E410: How Relationships Built a $3.6B Venture Firm
Jul 31, 2026
Consumer startups may grab the headlines, but some of the most valuable companies are built by solving mission-critical problems for businesses.
David sits down with Rick Heitzmann, Managing…
E409: The Leadership Lessons That Built a $6.5 Billion Firm
Jul 29, 2026
Most investors chase what's exciting. Jason Koenig built a $6.5 billion firm by investing where almost nobody was looking.
In this conversation, Jason explains why overlooked industrial assets can…
E408: HarbourVest: Why Venture Capital Is Chasing Trillion-Dollar Companies
Jul 27, 2026
Venture capital isn't about avoiding losses. It's about owning the handful of companies that change everything.
Scott explains why HarbourVest has built its venture strategy around power laws, why…
E407: Why Venture Capital is Becoming a Winner-Take All Market
Jul 24, 2026
Venture capital has never been more competitive. Aram Verdian argues it has also never been more concentrated.
Drawing on Accolade Partners' research across more than 3,000 U.S. venture firms, Aram…
E406: Why AI Won't Transform Most Enterprises for 10 Years
Jul 22, 2026
Most companies use AI to make employees slightly more productive. Sushanth Raman believes AI should do the work instead.
As the CEO of Pallet, Sushanth is building an AI workforce for the $12…
E405: Why AI Has Made Venture Capital Harder (Not Easier)
Jul 20, 2026
The best venture investors don't just identify great markets. They recognize exceptional founders before everyone else does.
Michael Gilroy shares lessons from investing at Coatue, Microsoft's M12…
E404: Why This Billionaire Family Office Doesn't Rebalance Its Portfolio | Pincus Family CIO
Jul 17, 2026
Most investors obsess over pre-tax returns. Scott Abookire argues they're measuring the wrong thing.
As Chief Investment Officer of Pincus Capital, Scott oversees globally diversified public and…
E403: Why the Best Investment Firms Stay Small | Sound Point Capital Founder
Jul 15, 2026
Most investors believe raising more capital is always a sign of success. Stephen Ketchum has spent nearly two decades proving the opposite.
As Founder, CEO, and CIO of Sound Point Capital, Stephen…
E402: $92B Coatue: Where the Value in AI Will Accrue
Jul 13, 2026
Everyone is asking which AI company will win. Lucas Swisher thinks investors are asking the wrong question.
The biggest opportunities won't necessarily come from picking a single model or…
E401: Einstein Was Wrong About What Actually Compounds
Jul 10, 2026
After more than 400 conversations with investors, founders, CIOs, and capital allocators managing over $10 trillion, the tables finally turn.
In this special episode, Curtis Pierce, Co-Founder of…
E400: Anthony Pompliano on Power Laws, Conviction, and Compounding
Jul 08, 2026
Most investors spend their lives searching for more ideas. Anthony Pompliano thinks the real money comes from finding the rare idea and refusing to let go.
Across public markets, private markets…
E399: How General Catalyst Finds Billion-Dollar Startups
Jul 06, 2026
Most investors assume that once a venture firm reaches $43 billion in assets under management, the real opportunities shift toward writing larger checks.
Yuri Sagilov believes the opposite.
General…
E398: Hamilton Lane ($1T AUA) on Venture Capital, AI, and Private Markets
Jul 02, 2026
What separates the venture investors who consistently outperform from those who simply get lucky?
In this episode, I sit down with Miguel Luina, Co-Head of Global Venture Capital at Hamilton Lane…
E397: Why Venture Capital Is a Relationship Compounding Machine
Jul 01, 2026
What if the greatest edge in venture capital isn't having the biggest fund—but building the strongest relationships?
In this episode, I sit down with Elizabeth Weil, Founder and Managing Partner of…
E396: The Future of Compute, Data Centers, and AI
Jun 29, 2026
What if AI's most valuable commodity isn't software—but the computing power that makes intelligence possible?
In this episode, I sit down with Kush Bavaria, Co-Founder and CEO of Ornn, to discuss…
E395: Russ d'Sa on AI, Agents, and the Future of Work
Jun 26, 2026
What happens when computers stop being tools and start behaving like collaborators?
In this episode, I sit down with Russ d’Sa, Founder and CEO of LiveKit, to discuss why voice AI may become one of…
E394: How Great LPs Pick Venture Funds | Jamie Rhode
Jun 24, 2026
What if the biggest mistake LPs make in venture is backing the same managers over and over instead of constantly asking who they would invest in if they were starting from scratch today?
In this…
E393: What 8,000 LPs and GPs Taught Him About Investing | Ron Biscardi
Jun 22, 2026
What if the biggest edge in investing isn’t information, strategy, or even intelligence—but relationships?
In this episode, I sit down with Ron Biscardi, Co-Founder and CEO of iConnections, to…
