E234: Three Rules Every Great Investor Lives and Dies By
01 Nov 2025
Contributed by Lukas
What separates the good investors from the great ones? In this 2nd solo episode, David Weisburd sha...
E233: Why Stablecoins Could Rewrite Global Finance — Faster Than Anyone Thinks
31 Oct 2025
Contributed by Lukas
What happens when an investor treats crypto like software infrastructure, not speculation? In this ...
E232: The CIO of Hunter Point Explains the New Era of GP Stakes Investing
29 Oct 2025
Contributed by Lukas
How do you build trust in an industry that’s built on auctions and price maximization? In this ep...
E231: Lloyd Blankfein: Keynote at AlphaSummit
27 Oct 2025
Contributed by Lukas
David Weisburd had a chance to witness live the conversation between Jack Kokko, Founder & CEO of Al...
E230: What Great VCs Actually Do for Founders
24 Oct 2025
Contributed by Lukas
How do you invest when it’s “too early for data”—but just right for conviction? In this epi...
E229: Inside Industry Ventures: The $8 Billion Firm Backing 650 Venture Funds
22 Oct 2025
Contributed by Lukas
How does an $8B venture platform turn a 650-fund network into a repeatable co-investing edge? In th...
E228: Balaji Srinivasan: “The Dollar Is Already Dead” and What Comes Next
20 Oct 2025
Contributed by Lukas
What if the U.S. dollar’s dominance has already ended—and we’re just living through the lag? ...
E227: The Future of Venture: Ryan Hoover on Productizing VC
17 Oct 2025
Contributed by Lukas
What happens when one of tech’s best community builders turns his playbook on venture capital itse...
E226: How Franklin Templeton Built a $1.6 Trillion Business Through Partnerships
15 Oct 2025
Contributed by Lukas
Why are Institutional Investors betting big on Private Markets? Franklin Templeton oversees more th...
E225: Inside the $324B Playbook: How Hightower Is Reshaping Wealth Management
13 Oct 2025
Contributed by Lukas
Can a $324.3 billion wealth manager reinvent how high-net-worth investors access private markets? I...
E224: Ex-CIO of Northern Trust: The Next Decade Belongs to Bonds, Not Stocks
10 Oct 2025
Contributed by Lukas
If “fixed income is broken,” what are investors actually missing—and how should they rebuild t...
E223: The Art of Capital Allocation at $86 Billion Scale
08 Oct 2025
Contributed by Lukas
What are the real playbooks behind managing an $86B alternative asset platform—and where do the ne...
E222: Why 90% of Managers Fail Before Fund 3
06 Oct 2025
Contributed by Lukas
Why do ~90% of first-time managers fail before Fund II/III—and what separates durable fund builder...
E221: From Citadel to Family Office CIO: Sid Malhotra’s Investment Lessons
03 Oct 2025
Contributed by Lukas
What really happens inside the hidden world of family offices—and why do they invest so differentl...
E220: Why Family Offices Quietly 5x’d Their Alt Allocations
01 Oct 2025
Contributed by Lukas
Why is up to “$150 trillion” poised to migrate from public to private markets—and what will un...
E219: How Emerging Managers Can Beat Multi-Stage Firms
29 Sep 2025
Contributed by Lukas
How do you underwrite pre-seed founders when the only durable asset is the human—before there’s ...
E218: How the Rothschilds, Rockefellers, and Fords Built Enduring Legacies
26 Sep 2025
Contributed by Lukas
How can families preserve wealth and well-being across five or more generations? In this episode, I...
E217: How to Manage $15B: Insights from Sacramento County's Pension Fund
24 Sep 2025
Contributed by Lukas
How should a public pension build an active equity and absolute-return program—without diluting al...
E216: How the $100 Billion Continuation Vehicle Trend Is Changing Private Equity
22 Sep 2025
Contributed by Lukas
How can continuation vehicles and independent sponsors unlock structural alpha in private equity whe...
E215: The Pursuit of Uncorrelated Returns in Venture Capital w/Dan Kimerling
19 Sep 2025
Contributed by Lukas
Can venture capital be reinvented to deliver alpha without relying on “heroic assumptions”? In ...
E214: Inside Look into a $14B Multi-Family Office
17 Sep 2025
Contributed by Lukas
How can ultra-high-net-worth families invest like endowments—without becoming forced sellers when ...
E213: How Fordham Invests Its $1B Endowment
15 Sep 2025
Contributed by Lukas
How do you run a $1B endowment with a lean five-person team — while balancing liquidity, access, a...
E212: Unlocking $175M: Raising Venture & Private Equity Capital with SBICs
12 Sep 2025
Contributed by Lukas
How do you use the SBIC program to access long-dated, low-cost leverage—without blowing up risk? ...
E211: Disrupting The $100 Trillion Bond Market
10 Sep 2025
Contributed by Lukas
What would the bond market look like if it were built today? In this episode, I speak with Dylan P...
E210: How Startups Can Avoid Being Disrupted by OpenAI w/Eric Olson
08 Sep 2025
Contributed by Lukas
What does it take to build an AI-native search engine for science? In this episode, I spoke with Er...
E209: $70B AUM: How Cresset Delivers Alpha at Scale
05 Sep 2025
Contributed by Lukas
In this episode, I speak with Avy Stein, Founder & Co-Chairman of Cresset—a multi-family office kn...
E209: $70B AUM: How Cresset Delivers Alpha at Scale
05 Sep 2025
Contributed by Lukas
In this episode, I speak with Avy Stein, Founder & Chairman of Cresset—a multi-family office known...
E208: CIO Frank Mihail on Running an $8 Billion Portfolio with 3 People
03 Sep 2025
Contributed by Lukas
In this episode of How I Invest, I speak with Frank Mihail, CIO of the North Dakota Department of Tr...
E207: Can AI Replace Your VC Analyst?
01 Sep 2025
Contributed by Lukas
What happens when AI lets five people build what used to take fifty? Can you scale to eight figures ...
E206: Inside Miami’s Billionaire Boom: The Real Reason Behind the Migration
29 Aug 2025
Contributed by Lukas
I had the chance to talk with Francis X. Suarez, the 43rd Mayor of Miami, about how his "open-for-bu...
E205: How to Invest like a Billionaire w/Founder of IEQ Capital
27 Aug 2025
Contributed by Lukas
Alan Zafran, Founder & Managing Partner at IEQ Capital, joins to unpack how ultra-high-net-worth fam...
E204: Going All In: The Risks and Rewards of Concentrated Investing
25 Aug 2025
Contributed by Lukas
In this episode I speak with Rafael Costa, who co-founded Across Capital to back category-leading so...
E203: How Elite Endowments Invest w/John Felix
22 Aug 2025
Contributed by Lukas
This episode features John Felix, General Partner & Head of Research at Pattern Ventures, a speciali...
E202: The Startup Lobbying Playbook w/Bradley Tusk
20 Aug 2025
Contributed by Lukas
I had the chance to speak with Bradley Tusk, the legendary political strategist turned venture capit...
E201: Top 10 Things LPs Look for in a General Partner w/Matt Curtolo
18 Aug 2025
Contributed by Lukas
What does it take to be a truly great limited partner? In this episode, I spoke with Matt Curtolo, ...
E200: 21 Harsh Truths Nobody Will Ever Tell You - Alex Hormozi
15 Aug 2025
Contributed by Lukas
In this episode of How I Invest, I’m joined by Alex Hormozi — entrepreneur, investor, and founde...
E199: How Rahul Moodgal Raised $99 Billion by Playing the Long Game
13 Aug 2025
Contributed by Lukas
Most people pitch performance. Rahul Moodgal built a career on pitching relationships. In this epis...
E198: How Family Offices Construct Portfolios in 2025 w/Scott Welch
11 Aug 2025
Contributed by Lukas
In this episode of How I Invest, I speak with Scott Welch, Chief Investment Officer and Partner at C...
E197: Why Most Family Offices Fail—7 Lessons from Harvard Professor
08 Aug 2025
Contributed by Lukas
Christina Wing is a Senior Lecturer at Harvard Business School, where she teaches the “Family Ente...
E196: Professor Steve Kaplan: Do Privates Really Outperform the S&P 500?
06 Aug 2025
Contributed by Lukas
Why do Harvard and Yale seem to be exiting private equity? What does the most rigorous data actually...
E195: 7 Lessons on Family Office Investing w/Stephan Roche
04 Aug 2025
Contributed by Lukas
What does it take to manage the wealth of America’s most iconic families? In this episode, I spok...
E194: From Broke & Sleeping on the Floor to a $1 Billion Exit w/Tom Bilyeu
01 Aug 2025
Contributed by Lukas
Tom Bilyeu went from sleeping on the floor to co-founding and selling a billion-dollar company, Ques...
E193: GLP-1s, AI & the End of Sick Care: The Next $10B Health Tech Giant
30 Jul 2025
Contributed by Lukas
What if your healthcare wasn't about just treating sickness, but maximizing your potential? In toda...
E192: Lessons from a Top Pension Turnaround w/Anurag Chandra
28 Jul 2025
Contributed by Lukas
In this episode, I spoke with Anurag Chandra, Chief Investment Officer of a single-family office and...
E191: Randal Quarles: From Fed Vice Chair to Private Equity Trailblazer
25 Jul 2025
Contributed by Lukas
Randal Quarles has been at the helm of some of the most influential institutions in finance and gove...
E190: $600 Billion Parametric CIO: Thomas Lee on Markets, Debt & Trust
23 Jul 2025
Contributed by Lukas
In this episode of How I Invest, I spoke with Thomas Lee, Co-President and CIO of Parametric, a $600...
E189: Inside the Goldman Sachs Prop Desk: Lessons from a Top Trader w/Nancy Davis
21 Jul 2025
Contributed by Lukas
Nancy Davis spent nearly a decade on Goldman Sachs’ legendary prop desk before founding Quadratic ...
E188: The CAZ Way: Alignment, Access & Asymmetric Upside
18 Jul 2025
Contributed by Lukas
Mark Wade leads strategy and investments at CAZ Investments, a Houston-based firm managing approxima...
E187: Why Holding Companies Beat Private Equity w/Matt Foran
16 Jul 2025
Contributed by Lukas
What if Berkshire Hathaway were built today, with the best of technology and long-term thinking bake...
E186: Where’s the Alpha Opportunity in VC in 2025? w/Abe Finkelstein
14 Jul 2025
Contributed by Lukas
What’s the playbook for building a resilient, multi-billion‑dollar venture firm that weathers ev...
E185: Why Institutional Investors Invest into C-Class Real Estate w/Amy Rubinstein
11 Jul 2025
Contributed by Lukas
I spoke with Amy Rubenstein, CEO of Clear Investment Group, about how she built a thriving real esta...
E184: How Casper Hit $100M in Year One: The Untold Startup Playbook
09 Jul 2025
Contributed by Lukas
Philip Krim is best known as the co-founder and former CEO of Casper, one of the fastest-growing dir...
E183: How to Raise Institutional Capital w/iConnections CEO Ron Biscardi
07 Jul 2025
Contributed by Lukas
Ron Biscardi is the Co‑Founder & CEO of iConnections, a fintech platform reshaping global capita...
E182: Lessons from 17 Years at Menlo Ventures and Accel w/Tyler Sosin
02 Jul 2025
Contributed by Lukas
In this episode, I speak with Tyler Sosin, founder of Villain Capital, a new fund focused on investi...
E181: Why Portfolio Construction Beats Manager Selection w/$7 Billion CIO
30 Jun 2025
Contributed by Lukas
In this episode, I speak with T.C. Wilson, Chief Investment Officer of The Doctors Company (TDC Grou...
E180: How J.P. Morgan Asset Management Picks Winners in VC & Private Equity
27 Jun 2025
Contributed by Lukas
What does it take to allocate billions in private markets—and what sets a top-tier LP apart? In t...
E179: How UCLA's Endowment Wins in Private Equity w/Deputy CIO Michael Marvelli
25 Jun 2025
Contributed by Lukas
Michael Marvelli leads the private markets strategy at the UCLA Investment Company, managing a portf...
E178: Elon Musk of Biotech: How David Berry Built 7 Unicorns
23 Jun 2025
Contributed by Lukas
David Berry is one of the most prolific healthcare entrepreneurs of our time. In this episode, we di...
E177:How a Small Endowment Invests like Harvard w/Rip Reeves
20 Jun 2025
Contributed by Lukas
In this episode, I speak with Rip Reeves, CEO of Institutional Investor and former CIO of AEGIS Insu...
E176: Beyond Harvard: The Financial Crisis Endowments are Facing
18 Jun 2025
Contributed by Lukas
John Trammell has been on the front lines of institutional investing for decades. He’s managed cap...
E175: Elon Musk: 10 Billion Humanoid Robots by 2040? w/NEA Partner Aaron Jacobson
16 Jun 2025
Contributed by Lukas
Aaron Jacobson is one of the most insightful thinkers at the intersection of AI, robotics, and cyber...
E174: The State of Venture Capital in 2025: Insights from a $1.8B AUM Chairman and Co-Founder
13 Jun 2025
Contributed by Lukas
In this episode of How I Invest, I speak with Arjun Sethi—Chairman and co-founder of Tribe Capital...
E173: Billionaire Michael Loeb on Risk, Innovation, and Never Giving Up
11 Jun 2025
Contributed by Lukas
What happens when you get fired from one of the most prestigious media companies in the world at age...
E172: How Cannabis Beverages are Disrupting the Alcohol Industry w/Sasha Pieterse
09 Jun 2025
Contributed by Lukas
Sasha Pieterse might be best known for her acting career — but behind the scenes, she’s been bui...
E171: SBIC Funds: How to Raise $175 Million for Private Equity & Credit Funds
06 Jun 2025
Contributed by Lukas
This episode is a masterclass on one of the most powerful — and under-the-radar — capital struct...
E170: How an AI Agent Is Outperforming VCs w/Andrew D’Souza
04 Jun 2025
Contributed by Lukas • Default Dataset
What if your venture partner could talk to a thousand founders a day — and actually listen? In th...
E169: How to Build an Enduring Private Equity Franchise w/Alex Robinson
02 Jun 2025
Contributed by Lukas • Default Dataset
Alex Robinson is the Co-Founder and CEO of Juniper Square, a company transforming the private market...
E168: How I Coach The Top 0.1% CEO's in Silicon Valley w/Alexis John d'Amecourt
30 May 2025
Contributed by Lukas • Default Dataset
Alexis John d'Amecourt is the coach behind some of the most iconic CEOs in tech today—including th...
E167: The Hardest Questions Limited Partners Ask GPs w/Stepstone’s Hunter Somerville
27 May 2025
Contributed by Lukas • Default Dataset
Hunter Somerville helps allocate billions of dollars across venture capital at StepStone—and he’...
E166: $20 Billion CIO: Why Small Cap Stocks Have Underperformed (and why that’s unlikely to change) w/Brad Conger
23 May 2025
Contributed by Lukas • Default Dataset
Brad Conger has a rare view into the evolving dynamics of institutional portfolios—and how allocat...
E165: Hollywood Lessons on Risk, Reward, and Relationships with Alexander Ludwig
20 May 2025
Contributed by Lukas • Default Dataset
Alexander Ludwig is best known for his breakout roles in The Hunger Games and Vikings, but behind th...
E164: How I Built a Billion Dollar Company by Failing Fast w/Howard Lerman
16 May 2025
Contributed by Lukas • Default Dataset
Howard Lerman has founded six companies and taken one public—he's a relentless builder with an obs...
E163: How Thiel Fellows Build Billion-Dollar Startups w/Zaid Rahman
13 May 2025
Contributed by Lukas • Default Dataset
Zaid Rahman is the founder and CEO of Flex, a breakout fintech startup that’s reinventing credit a...
E162: Why Most Investors Quit Before Winning w/Cliff Asness
09 May 2025
Contributed by Lukas • Default Dataset
Cliff Asness is one of the most influential minds in quantitative investing and the Founder, Managin...
E161: The Death of Modern Portfolio Theory? w/John Bowman
06 May 2025
Contributed by Lukas • Default Dataset
John Bowman, CEO of the CAIA Association, joins How I Invest to discuss the most important shift in ...
E160: How a SpaceX Rocket Engineer Became a Top Deep Tech VC
02 May 2025
Contributed by Lukas • Default Dataset
Jamie Gull is the GP/Founder of Wave Function Ventures, a deep tech seed fund, and an engineer turne...
E159:How a 24-Year-Old VC Landed Cendana Capital as a Limited Partner w/Paige Doherty
29 Apr 2025
Contributed by Lukas • Default Dataset
Paige Finn Doherty, Founding Partner of Behind Genius Ventures, joins the How I Invest podcast to sh...
E158: How to Find the Right LPs for Your Next Fund w/Meghan Reynolds
25 Apr 2025
Contributed by Lukas • Default Dataset
Meghan Reynolds, Partner and Head of Capital Formation & Talent at Altimeter, has spent over 20 year...
E157: DA Wallach: Spotting Genius in Elon & Zuck's Early Days
22 Apr 2025
Contributed by Lukas • Default Dataset
D.A. Wallach’s journey is one of the most unconventional paths in venture capital. He went from fr...
E156: Inside the Mind of a $1.7B Endowment CIO w/Jim Bethea
18 Apr 2025
Contributed by Lukas • Default Dataset
Jim Bethea oversees $1.7 billion at the University of Iowa’s endowment—and he does it with a tea...
E155: Ben Horowitz: "The Classic VC Model Is Done”
15 Apr 2025
Contributed by Lukas • Default Dataset
In this thought-provoking debut episode of Turpentine VC, Erik sat down with Ben Horowitz, Co-Founde...
E154: How a First-Generation Immigrant Became a Top CIO: Paul Chai's Story
11 Apr 2025
Contributed by Lukas • Default Dataset
Paul Chai’s journey from first-generation immigrant to Chief Investment Officer of a $1 billion en...
E153: Blake Scholl on Boom Supersonic: Learning from Elon Musk & SpaceX
08 Apr 2025
Contributed by Lukas • Default Dataset
Blake Scholl started with a crazy idea: bring back supersonic flight. A decade later, Boom Supersoni...
E152: The Peter Thiel Mistake This Crypto VC Won't Make
04 Apr 2025
Contributed by Lukas • Default Dataset
In this episode of How I Invest, Evan Fisher, Founder of Portal Ventures, shares his expertise in fu...
E151: The Rise of Asset-Backed Credit w/Billy Libby
01 Apr 2025
Contributed by Lukas • Default Dataset
In this episode of How I Invest, Billy Libby, Co-Founder and CEO of Upper90, discusses how his firm ...
E150: Tax-Aware Investing: Insights for Family Offices and UHNW Individuals
28 Mar 2025
Contributed by Lukas • Default Dataset
In this episode of How I Invest, Aaron Hodari, Managing Director at Schechter, delves into the world...
E149: From $0 to $1B in 3 Years: Fin Capital's Meteoric Rise in Fintech Investing
25 Mar 2025
Contributed by Lukas • Default Dataset
In this episode of How I Invest, Logan Allin, Managing Partner and Founder of Fin Capital, shares ho...
E148: TIFF's $8B Portfolio Revealed: Strategies Institutions Need
21 Mar 2025
Contributed by Lukas • Default Dataset
In this episode of How I Invest, I speak with Brendon Parry, Head of Private Markets, Deputy CIO, an...
E147: Inside the Mind of a $2.4 Billion Investor w/Charlotte Zhang
18 Mar 2025
Contributed by Lukas • Default Dataset
In this episode of How I Invest, I dive deep into a conversation with Charlotte Zhang of Inatai Foun...
E146: The 92% AI Failure: Unmasking Enterprise's Trillion-Dollar Mistake
14 Mar 2025
Contributed by Lukas • Default Dataset
In this episode of How I Invest, I sit down with Matt Fitzpatrick, CEO of Invisible Technologies and...
E145: Is a 35% IRR Really Achievable? Exploring Search Fund Returns
11 Mar 2025
Contributed by Lukas • Default Dataset
In this episode of How I Invest, I interview Robert Cherun, an expert in search funds and small-cap ...
E144: How the World’s Top Investors Compound Their Advantages
09 Mar 2025
Contributed by Lukas • Default Dataset
In this special solo episode of How I Invest, I break down one of the most powerful forces in invest...
E143: From Fame to Fortune: How Celebrities Turn Fame into Billion-Dollar Brands
07 Mar 2025
Contributed by Lukas • Default Dataset
In this episode of How I Invest, I interview Scott van den Berg, an expert in celebrity-founded bran...
E142: How to Generate Alpha on $350 Billion w/CIO of CalSTRS Scott Chan
04 Mar 2025
Contributed by Lukas • Default Dataset
In this episode of How I Invest, I have a conversation with Scott Chan, Chief Investment Officer of ...
E141: Balaji Srinivasan: The Rise of Network States and the Fall of Nation-States
25 Feb 2025
Contributed by Lukas • Default Dataset
In this episode of How I Invest, I chat with Balaji Srinivasan—former CTO of Coinbase, General Pa...
E140: Hamilton Lane Co-CEO on the $950 Billion AUA Business
21 Feb 2025
Contributed by Lukas • Default Dataset
In this episode of How I Invest, I sit down with Erik Hirsch, Co-CEO of Hamilton Lane, a global lead...
E139: How HIG Went from $75 Million to $67 Billion AUM
18 Feb 2025
Contributed by Lukas • Default Dataset
In this episode of How I Invest, I engage with Jackson Craig, Managing Director and Co-Head of H.I.G...
E138: Do Relationships Drive Financial Returns? w/Jeremy Heer
14 Feb 2025
Contributed by Lukas • Default Dataset
In this episode of How I Invest, I speak with Jeremy Heer, Managing Director at the University of Il...
E137: Lessons from Managing $300 Billion Dollars w/ John Skjervem (CIO of URS)
11 Feb 2025
Contributed by Lukas • Default Dataset
In this episode of How I Invest, I dive deep into a discussion with John Skjervem, Chief Investment ...
E136: Navigating Startup and Venture Capital Legal Risks w/Constantine Karides
07 Feb 2025
Contributed by Lukas • Default Dataset
In this episode of How I Invest, I interview Constantine Karides, a Lead Partner at Reed Smith, to d...