E96: “100% Alpha Portfolio” - Levy Family Partners

10X Capital Podcast

The 10X Capital podcast interviews the world's premier institutional investors to deliver insights on how they manage their capital. Interview topics include investment decision frameworks, capital allocation strategies, GP/LP relationships and many more.

E96: “100% Alpha Portfolio” - Levy Family Partners

E96 • Sep 19, 2024 • 18 mins

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)

LinkedIn: Michael Wallach: https://www.linkedin.com/in/mike-wallach-8b75291/ David Weisburd: https://www.linkedin.com/in/dweisburd/

Questions or topics you want us to discuss on The 10X Capital Podcast? Email us at [email protected]

TIMESTAMPS:

Speakers

Michael Wallach

Guest • 81%

David Weisburd

Host • 19%

Chapters

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

Transcript

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