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.
E80: How ~$16 Billion Multi-Family Office WE Invests
Matt Farrell, Senior Investment Manager at WE Family Offices, sits down with David Weisburd to discuss how families with $50M-$1B+ invest their capital. They also cover balancing risk tolerance and liquidity needs, where alpha is in the market today, and characteristics of an ideal private fund manager.
Key Points
- Institutional investors benefit from smaller, niche markets where managers with track records are still early in their career curve, offering a balance of experience and hunger without the diminishing returns of scaling too quickly.
- The We Family Office model emphasizes objective, fee-based advisory services without taking discretion, allowing them to provide unbiased, client-aligned investment advice and governance.
- Effective portfolio construction and risk management for ultra-high-net-worth clients involve a mix of active and passive strategies, significant allocation to alternatives, and a focus on liquidity and risk tolerance, supported by thorough education and behavioral finance guidance.
Chapters
| 0:00 | |
| 1:01 | |
| 2:44 | |
| 5:30 | |
| 8:00 | |
| 11:43 | |
| 18:14 | |
| 21:14 | |
| 21:34 | |
| 23:37 | |
| 27:03 |
Transcript
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