In this episode of How I Invest, David Weisburd speaks with Ron Diamond, a renowned expert in the family office space and the founder of Diamond Wealth. Together, they explore the transformative role family offices are playing in private markets, the impending $84 trillion wealth transfer, and the challenges of professionalizing family office operations. Ron ... Show More
Yesterday
E324: How The University of Cambridge Built Their Privates Portfolio
What does it take to build a world-class private equity portfolio for an 800-year-old institution? In this episode, I sit down with Sam Sturge, Head of Private Equity at the University of Cambridge endowment, to discuss how he rebuilt the program with a mandate to generate inflat ... Show More
31m 58s
Mar 12
E323: How Billionaires Build Their Portfolios
What changes when wealth stops being about building and starts being about preserving? In this episode, I sit down with Jonathan Dane, CIO and Founder of Defiant Capital, to explore how family offices think about portfolio construction after a major liquidity event. Drawing on hi ... Show More
31m 59s
Mar 11
E322: How $70 Billion Gets Allocated During Market Chaos
What if one of the most overlooked $700 billion pools of capital in the U.S. is quietly shaping private markets? In this episode, I sit down with Jennifer Mink, President of Investment Performance Services, an investment consulting firm overseeing roughly $70 billion in assets un ... Show More
27m 7s
Feb 2025
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US.
Recorded on Feb 3rd, 2025
Views are my own thoughts; not Financial, Medical, or Legal Advice.
Ray Dalio is a renowned investor, hedge fund manager, an ... Show More
1h 46m
Apr 2023
Building To Billions: How To Vertically Integrate To One BILLION+ Net Worth w/ Mike McMullen (Replay)
<p>Mike McMullen is the founder and CEO of the Mike McMullen & Associates franchise in Birmingham, AL, a real estate brokerage selling over $300 million annually to domestic and international investors. </p><p>Additionally, Mike is the founder and CEO of <a href='https://myp ... Show More
41 m
Dec 2024
$1B and Counting: Steve Houghton’s Five Pillars for Living a Truly Wealthy Life
<p>What’s the real cost of building wealth—and how do you stay grounded after achieving it?</p><p>Steve Houghton, a billionaire entrepreneur, has a life philosophy that’s as intentional as his business strategies. From self-made success to crafting a fulfilling personal life, Ste ... Show More
39m 33s
Nov 2024
$7 Million at 18 to $112 Million in Assets: How Jacob Turner Built a Business After the MLB
<p>What would you do if you became a millionaire at 18? For MLB pitcher Jacob Turner, the real question was: how do I make sure I don't lose it all?</p><p>Jacob signed a $7 million contract with the Detroit Tigers as a teenager, and suddenly, his life changed overnight. While mos ... Show More
41m 9s
Aug 2024
The Journey From A Family Office Intern To Becoming A Real Estate Development Mogul | Anthony Scavo
<p dir="ltr"><span style="font-size: 12pt;">In this episode of Money Moves, Matty A. sits down with Anthony Scavo, a seasoned real estate investor and developer, to discuss the current state of the commercial real estate market. They dive into topics such as the importance of ada ... Show More
53m 38s