Episode 96
E96: “100% Alpha Portfolio” - Levy Family Partners
How I Invest with David Weisburd
September 19, 202417m 44s
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Show Notes
Michael Wallach, Vice President of Investment at Levy Family Partners sits down with David Weisburd to discuss the unexpected challenges of working at a family office, how to leverage expert insights to drive high-impact investments, and critical mistakes LPs should always avoid.
The 10X Capital Podcast is part of the Turpentine podcast network. Learn more: turpentine.co
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X / Twitter: @dweisburd (David Weisburd)
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LinkedIn: Michael Wallach: https://www.linkedin.com/in/mike-wallach-8b75291/ David Weisburd: https://www.linkedin.com/in/dweisburd/
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Questions or topics you want us to discuss on The 10X Capital Podcast? Email us at [email protected]
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TIMESTAMPS:
(0:00) Episode Preview (1:51) Investment strategy and differentiation in alpha/beta strategies (3:34) Sourcing and diligence process for direct deals (6:31) Managing portfolio drawdowns and liquidity (8:12) Importance of data room contents for decision making (9:45) Emphasis on reputation in investment decisions (10:53) Asset class allocation and planning (11:47) Key takeaways from experiences at Levy Family Partners (14:21) Pain points for GPs and LPs' leverage points (15:57) Unique advantages and advice for family office operations (17:25) Closing remarks