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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David Weisburd Podcasts

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The CopDoc Podcast: Aiming for Excellence in Leadership
Dr. Steve Morreale - Host - TheCopDoc Podcast
Visit our website: https://www.copdocpodcast.com The CopDoc Podcast delves into police leadership and innovation. The focus is on aiming for excellence in the delivery of police services across the globe. Dr. Steve Morreale is a retired law enforcement practitioner, a pracademic, turned academic, and scholar from Worcester State University. Steve is the Program Director for LIFTE, Command College - The Leadership Institute for Tomorrow's Executives at Liberty University. Steve shares ideas a ...
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E221: From Citadel to Family Office CIO: Sid Malhotra’s Investment Lessons
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38:19What really happens inside the hidden world of family offices—and why do they invest so differently from institutions?In this episode, I explore that question with Sid Malhotra, Chief Investment Officer at Cactus Capital, a single family office. Sid reveals how family offices align incentives between principals and investment teams, the advantages …
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Dr. David Weisburd - Police Need Cookbooks, Not Just Theory - George Mason University
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55:55The CopDoc Podcast - Season 9 - Episode 160 What if police departments made decisions based on solid evidence rather than gut feelings? Dr. David Weisburd, a dual faculty member at George Mason University and Hebrew University of Jerusalem, has spent decades proving that scientific approaches can revolutionize policing. From his unexpected start ev…
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E220: Why Family Offices Quietly 5x’d Their Alt Allocations
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25:19
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25:19Why 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 episode, I examine that question with David Sawyer, CEO & Co-Founder of Unlimited.ai. We unpack the real blockers to alternatives adoption—operational, reporting, diligence, and liquidity complexity—and h…
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E219: How Emerging Managers Can Beat Multi-Stage Firms
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37:34
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37:34How 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 Mike Ma, Managing Partner at Sidecut Ventures, on his 30-day “work-alongside” diligence, why he optimizes for action-oriented self-awareness, and how to calibrate coachability—especially in go-to-market—…
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E218: How the Rothschilds, Rockefellers, and Fords Built Enduring Legacies
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27:49How 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” Hughes, Jr., legendary family wealth advisor and author of five influential books including Family Wealth. Jay shares stories from advising families for over 50 years—why flourishing, not just financia…
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E217: How to Manage $15B: Insights from Sacramento County's Pension Fund
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51:25How should a public pension build an active equity and absolute-return program—without diluting alpha or chasing the “hot” manager?In this episode, I go deep with Brian Miller, Senior Investment Officer at the Sacramento County Employees’ Retirement System (SCERS), on constructing a $6B public-equity book inside a ~$15B plan, sizing managers, and u…
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From Fine Arts to Tucson Police Chief: Chad Kasmar's Journey
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58:30The CopDoc Podcast - Season 8 - Episode 160 What happens when you combine a fine arts degree with police leadership? Chief Chad Kasmar of the Tucson Police Department demonstrates how creative thinking transforms modern policing challenges into opportunities for innovation. Kasmer's journey from beach bum to nationally recognized police leader reve…
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E216: How the $100 Billion Continuation Vehicle Trend Is Changing Private Equity
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45:55How can continuation vehicles and independent sponsors unlock structural alpha in private equity when traditional buyouts are struggling with low DPI?In this episode, I go deep with Paul Cohn, Co-Founder and Managing Partner of Agility Equity Partners, on why continuation vehicles (CVs) and independent sponsor deals are reshaping the buyout landsca…
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E215: The Pursuit of Uncorrelated Returns in Venture Capital w/Dan Kimerling
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1:01:54Can venture capital be reinvented to deliver alpha without relying on “heroic assumptions”?In this episode, I go deep with Daniel Kimerling, Founder and Managing Partner of Deciens Capital, on his mission to build a different kind of venture fund—one focused on highly concentrated, long-duration bets in financial services. Dan explains why Deciens …
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E214: Inside Look into a $14B Multi-Family Office
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46:21How can ultra-high-net-worth families invest like endowments—without becoming forced sellers when markets turn?In this episode, I go deep with Greg Brown, Co-CEO of Caprock, on how a modern multi-family office serves UHNW families. Greg explains why Caprock acts as CFO first and CIO second, forecasting liquidity across complex balance sheets before…
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E213: How Fordham Invests Its $1B Endowment
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56:11How do you run a $1B endowment with a lean five-person team — while balancing liquidity, access, and high-conviction relationships?In this episode, I speak with Geeta Kapadia, CFA, Chief Investment Officer at Fordham University, about how she manages a concentrated portfolio of 30–40 manager relationships, the lessons she’s learned resetting the po…
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E212: Unlocking $175M: Raising Venture & Private Equity Capital with SBICs
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31:02How do you use the SBIC program to access long-dated, low-cost leverage—without blowing up risk? In this episode, I speak with Eric Rosiak, CEO & CIO of Amplify Community Investment Partners, about the mechanics of SBICs, the new accrual debenture license for venture and growth, what top LPs look for, and how policy changes could expand the opportu…
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E211: Disrupting The $100 Trillion Bond Market
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29:43What would the bond market look like if it were built today? In this episode, I speak with Dylan Parker, CEO & Co-Founder of Moment, the operating system for fixed income that unifies trading, portfolio construction, and risk/compliance—and automates the workflows wealth platforms run every day. We dig into how fixed income finally went electronic,…
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E210: How Startups Can Avoid Being Disrupted by OpenAI w/Eric Olson
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26:59What does it take to build an AI-native search engine for science?In this episode, I spoke with Eric Olson, Co-founder & CEO of Consensus, the platform making peer-reviewed research accessible through AI. We covered the company’s journey from Series A to millions of users, the realities of competing with tech giants, and what truly creates defensib…
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E209: $70B AUM: How Cresset Delivers Alpha at Scale
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49:59In this episode, I speak with Avy Stein, Founder & Chairman of Cresset—a multi-family office known for its private markets access and co-investing model. We cover Avy’s path from Kirkland & Ellis lawyer to private-equity dealmaker, the Willis-Stein spinout from Continental Bank, why multi-strategy platforms scaled so quickly, how co-invest rights r…
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E208: CIO Frank Mihail on Running an $8 Billion Portfolio with 3 People
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42:16In this episode of How I Invest, I speak with Frank Mihail, CIO of the North Dakota Department of Trust Lands, which manages an $8B sovereign wealth endowment built to fund public schools.Frank shares how his three-person team runs a highly concentrated portfolio with 75% in alternatives, why they prefer evergreen fund structures for liquidity, and…
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What happens when AI lets five people build what used to take fifty? Can you scale to eight figures in revenue without ever touching a “Series A treadmill”? In this episode, I talk with Henry Shi, co-founder of Super.com and creator of the Lean AI Leaderboard, about seedstrapping (raising once, then reaching escape velocity), outcome-based pricing,…
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E206: Inside Miami’s Billionaire Boom: The Real Reason Behind the Migration
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38:10I had the chance to talk with Francis X. Suarez, the 43rd Mayor of Miami, about how his "open-for-business" leadership transformed the city into a global tech and finance hub. We unpack Miami’s “quantum opportunity,” the practical growing pains—housing, schools, transit—and the civic strategy behind international diplomacy and major sports deals. W…
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E205: How to Invest like a Billionaire w/Founder of IEQ Capital
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52:42Alan Zafran, Founder & Managing Partner at IEQ Capital, joins to unpack how ultra-high-net-worth families and institutions think about risk, cash runways, GP selection, illiquidity, secondaries, LPAC governance, and portfolio strategy amid rising rates and sovereign debt. --Highlights: The strategic value of a 3–12 month cash runway for risk capaci…
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Bruce O'Brien - From New Zealand to London: Policing Without Borders
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56:39
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56:39The CopDoc Podcast - Season 8 - Episode 159 When criminal networks operate across continents, police must work beyond borders. In this compelling conversation with Assistant Commissioner Bruce O'Brien, we explore the critical world of international police collaboration from the perspective of someone building these vital connections daily. As New Z…
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E204: Going All In: The Risks and Rewards of Concentrated Investing
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28:23In this episode I speak with Rafael Costa, who co-founded Across Capital to back category-leading software companies across the U.S. and Latin America. We dive deep on the Brazil tech flywheel — from why the central bank and Pix have accelerated fintech innovation, to the infrastructure winners like QI Tech that are becoming foundational rails for …
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E203: How Elite Endowments Invest w/John Felix
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48:52This episode features John Felix, General Partner & Head of Research at Pattern Ventures, a specialist fund-of-funds focused on backing small venture managers in the $5–50M range. We talk about the endowment principles that shaped John’s investing mindset, how to separate true specialists from résumé-driven narratives, why access and selection are …
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E202: The Startup Lobbying Playbook w/Bradley Tusk
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43:47
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43:47I had the chance to speak with Bradley Tusk, the legendary political strategist turned venture capitalist. He started in politics—running Michael Bloomberg’s mayoral campaign and serving as Deputy Governor of Illinois—before becoming the fixer behind startups like Uber, FanDuel, Lemonade, and Coinbase. Now, he runs Tusk Holdings, where he invests i…
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E201: Top 10 Things LPs Look for in a General Partner w/Matt Curtolo
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1:07:53What 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 sophisticated institutional investors in the world—Hamilton Lane, MetLife, and Hirtle Callaghan. Today, Matt advises both LPs and emerging GPs, offering a rare perspective from both sides of the table.We …
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E200: 21 Harsh Truths Nobody Will Ever Tell You - Alex Hormozi
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2:20:54
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2:20:54In this episode of How I Invest, I’m joined by Alex Hormozi — entrepreneur, investor, and founder of Acquisition.com — to unpack the mindset and methods that have fueled his success across multiple industries. We dive deep into why entrepreneurship is more a “game of the heart” than the mind, the power of compounding skills, the dangers of “ignoran…
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E199: How Rahul Moodgal Raised $99 Billion by Playing the Long Game
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1:09:45
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1:09:45Most people pitch performance. Rahul Moodgal built a career on pitching relationships.In this episode, I go deep with Rahul Moodgal—Head of Investor Relations at Parvus Asset Management and one of the most trusted capital raisers in the hedge fund world. Over his career, Rahul has raised $99 billion across platforms like TCI and Parvus, building de…
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From Italy to US: Police Commander's Journey - Diego Zannella - Lake Forest Park, WA Police
59:53
59:53
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59:53The CopDoc Podcast- Season 8 - Episode 158 Ever wonder what American policing looks like through the eyes of someone trained in European military special forces? Commander Diego Zanella offers that rare perspective, having journeyed from Italian paratrooper to American police commander. His story isn't just about cultural transitions—it reveals uni…
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E198: How Family Offices Construct Portfolios in 2025 w/Scott Welch
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57:07In this episode of How I Invest, I speak with Scott Welch, Chief Investment Officer and Partner at Certuity, a multi‑family office managing over $4 billion in assets. Scott joined Certuity’s Board of Managers in 2020, and now leads the investment strategy and participates actively in risk management across all facets of the firm's investments, incl…
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E197: Why Most Family Offices Fail—7 Lessons from Harvard Professor
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49:01Christina Wing is a Senior Lecturer at Harvard Business School, where she teaches the “Family Enterprise” course—a foundational class for the rising generation of family office leaders. She’s also the founder of Wingspan Legacy Partners, where she advises ultra-high-net-worth families on governance, talent, and legacy.In this episode, I sat down wi…
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E196: Professor Steve Kaplan: Do Privates Really Outperform the S&P 500?
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51:26Why do Harvard and Yale seem to be exiting private equity? What does the most rigorous data actually say about buyout and venture performance? And how should serious LPs think about real estate, hedge funds, and co-investments?In this episode, I’m joined with Steven Neil Kaplan—Professor of Entrepreneurship and Finance at the University of Chicago …
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E195: 7 Lessons on Family Office Investing w/Stephan Roche
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1:00:21What does it take to manage the wealth of America’s most iconic families?In this episode, I spoke with Stephan Roche, Partner at BanyanGlobal, and former senior executive for the Gates and Walton families. Stephan has had a front-row seat to how some of the world’s most sophisticated family offices think about investing, governance, and multigenera…
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E194: From Broke & Sleeping on the Floor to a $1 Billion Exit w/Tom Bilyeu
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55:14Tom Bilyeu went from sleeping on the floor to co-founding and selling a billion-dollar company, Quest Nutrition. Today, he's the force behind Impact Theory, a media studio with a bold mission: pull people out of the Matrix at scale. In this episode, Tom reveals the frameworks that helped him transform from a self-proclaimed “emotionally fragile” dr…
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E193: GLP-1s, AI & the End of Sick Care: The Next $10B Health Tech Giant
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43:43What if your healthcare wasn't about just treating sickness, but maximizing your potential?In today's episode on How I Invest, I spoke with Dr. Cameron Sepah, founder and CEO of Maximus, a performance medicine company pioneering a new paradigm in healthcare. Cameron previously helped build Omada Health, now a billion-dollar public company, and coin…
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Erik Smith - Colonel, Kansas Highway Patrol - Be Hard on Problems, Soft on People
54:48
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54:48Season 8 - The CopDoc Podcast - Episode 157 Colonel Eric Smith's journey from Boeing sheet metal mechanic to leading the Kansas Highway Patrol reveals what transformative police leadership looks like in action. After a chance encounter with a sergeant led him to volunteer as a dispatcher, Smith found his calling in law enforcement, spending nine ye…
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E192: Lessons from a Top Pension Turnaround w/Anurag Chandra
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37:21In this episode, I spoke with Anurag Chandra, Chief Investment Officer of a single-family office and longtime trustee and former Investment Committee Chair of the San Jose Federated City Employees’ Retirement System (FSERS). Over the past decade, Anurag has helped transform FSERS from one of the worst-performing pension plans in the U.S. into a top…
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E191: Randal Quarles: From Fed Vice Chair to Private Equity Trailblazer
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53:04Randal Quarles has been at the helm of some of the most influential institutions in finance and government. From his tenure as Vice Chair of the Federal Reserve and Under Secretary of the Treasury, to his leadership role at The Carlyle Group, Randal brings a rare blend of private market acumen and public sector insight. Today, he's the Chairman and…
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E190: $600 Billion Parametric CIO: Thomas Lee on Markets, Debt & Trust
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52:46In this episode of How I Invest, I spoke with Thomas Lee, Co-President and CIO of Parametric, a $600 billion asset manager within Morgan Stanley Investment Management. Tom walks us through how Parametric helps high-net-worth individuals access institutional-quality investment strategies, why customization is the future of asset management, and how …
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E189: Inside the Goldman Sachs Prop Desk: Lessons from a Top Trader w/Nancy Davis
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19:44Nancy Davis spent nearly a decade on Goldman Sachs’ legendary prop desk before founding Quadratic Capital, the firm behind the popular iVol ETF. In this episode, we dive deep into her options-based approach to investing, why she believes most investors manage risk backward, and how her firm is positioning for a potential return of stagflation.We al…
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E188: The CAZ Way: Alignment, Access & Asymmetric Upside
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1:20:16Mark Wade leads strategy and investments at CAZ Investments, a Houston-based firm managing approximately $10 billion in assets. In this episode, we unpack the evolution of the alternatives landscape, the rise of evergreen funds, and what it means to lead with alignment—starting with $700 million of insider capital invested alongside clients.Mark gi…
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E187: Why Holding Companies Beat Private Equity w/Matt Foran
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42:30What if Berkshire Hathaway were built today, with the best of technology and long-term thinking baked into its DNA? That’s the question Matt Foran and his team at StoicLane are answering—by doing it.In this episode, I speak with Matt Foran, co-founder of StoicLane, a holding company quietly building one of the most interesting portfolios in private…
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From Boston to LA: Jim McDonnell - One Chief's Journey Through Three Departments
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59:02The CopDoc Podcast - Season 8 - Episode 156 Chief Jim McDonald's journey in law enforcement reads like a masterclass in adaptive leadership. From his bold decision to leave Boston for Los Angeles with just $400 and two suitcases to his current role leading one of America's largest police departments, McDonald exemplifies how stepping beyond comfort…
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E186: Where’s the Alpha Opportunity in VC in 2025? w/Abe Finkelstein
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49:02What’s the playbook for building a resilient, multi-billion‑dollar venture firm that weathers every market cycle? In this episode, Abe Finkelstein, Co‑Managing Partner at Vintage Investment Partners, shares how they underwrite managers, navigate funds‑of‑funds and secondaries, and spot next‑gen innovation—all while maintaining LP confidence across …
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E185: Why Institutional Investors Invest into C-Class Real Estate w/Amy Rubinstein
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35:39I spoke with Amy Rubenstein, CEO of Clear Investment Group, about how she built a thriving real estate platform by focusing on one of the most overlooked areas of the market: distressed C-class multifamily housing.Amy didn’t come from institutional real estate — she taught herself everything from Excel to underwriting by reverse-engineering models,…
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E184: How Casper Hit $100M in Year One: The Untold Startup Playbook
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1:02:38Philip Krim is best known as the co-founder and former CEO of Casper, one of the fastest-growing direct-to-consumer (DTC) startups in history. Under his leadership, Casper hit $100M in revenue in its first year, went public in early 2020, and was later taken private. Today, Philip is building again—this time through Montauk Climate, a platform inno…
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E183: How to Raise Institutional Capital w/iConnections CEO Ron Biscardi
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1:03:29Ron Biscardi is the Co‑Founder & CEO of iConnections, a fintech platform reshaping global capital introduction. With 25+ years in the alternative investment space, Ron has facilitated 36,000+ LP/GP meetings since launching iConnections in April 2020. He previously co-founded a boutique seeding firm, deploying over $600M in capital via 20+ deals.Fro…
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E182: Lessons from 17 Years at Menlo Ventures and Accel w/Tyler Sosin
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51:47In this episode, I speak with Tyler Sosin, founder of Villain Capital, a new fund focused on investing in vertical software businesses. Having grown up in the venture business for 17 years with storied firms Menlo Ventures and Accel Partners, Tyler brings a unique - and perhaps contrarian - perspective to venture investing. With Villain, Tyler's am…
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Dr. Mike Marquardt: The Power of Questions: How Great Leaders Ask Instead of Tell
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55:41The CopDoc Podcast - Season 8 - Episode 155 What if the most powerful leadership tool isn't having all the answers, but asking the right questions? Dr. Michael Marquardt, after studying leaders across 50 countries for over five decades, discovered a surprising pattern—the greatest leaders in every field share one fundamental skill: they ask excepti…
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E181: Why Portfolio Construction Beats Manager Selection w/$7 Billion CIO
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50:34In this episode, I speak with T.C. Wilson, Chief Investment Officer of The Doctors Company (TDC Group), the nation's largest physician-owned medical malpractice insurer with $7 billion in assets under management. T.C. shares how he built an internal investment office, how insurance investing differs from endowment and foundation models, and why he …
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E180: How J.P. Morgan Asset Management Picks Winners in VC & Private Equity
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22:48What does it take to allocate billions in private markets—and what sets a top-tier LP apart?In this episode, I speak with Patrick Miller, Executive Director and Portfolio Manager of J.P. Morgan Asset Management’s Private Equity Group, where he plays a central role in their alternatives platform, investing across venture capital and private equity. …
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E179: How UCLA's Endowment Wins in Private Equity w/Deputy CIO Michael Marvelli
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1:04:41Michael Marvelli leads the private markets strategy at the UCLA Investment Company, managing a portfolio that spans private equity, real estate, and real assets. But his route to institutional investing wasn’t linear.Before UCLA, he spent time at Prudential and The Irvine Company in real estate and mortgage finance, and even helped launch a venture…
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