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Jan 30
30m 55s

E294: Endowment Model vs Total Portfolio...

David Weisburd
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Today
E297: Advisory Boards & LPACs: A Complete Masterclass for GPs
Why do so many advisory boards look impressive on paper but fail to deliver real value when it actually matters? In his second appearance on the podcast, I sit down again with Matt Curtolo, a senior advisor to both GPs and LPs who has worked with more than 600 general partners ac ... Show More
32m 58s
Yesterday
E296: Former CIO of CalSTRS on Why LPs Overpay for ‘Innovation’
What actually separates great institutional investors from average ones and why does governance matter more than brilliance? In this episode, I talk with Christopher J. Ailman, former Chief Investment Officer of CalSTRS, about the decisions that shaped one of the largest and most ... Show More
24m 15s
Feb 2
E295: Why AI Agents Will Quietly Replace 80% of Investment Teams
Why are humans — not models — still the biggest bottleneck to AI progress, and what happens when that bottleneck becomes a business? In this episode, I talk with Ali Ansari, Founder and CEO of micro1, about the hidden layer powering today’s AI breakthroughs: high-quality human in ... Show More
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