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

How I Invest with David Weisburd

How I Invest with David Weisburd is a podcast that interviews the world's leading institutional investors. Previous guests include The Ford Foundation, Northwestern University Endowment, CalPERS, Stepstone, and other top limited partners.

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/

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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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