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.

Speakers

AI Chat

Matt Farrell

Guest • 88%

David Weisburd

Host • 12%

Chapters

0:00	Episode preview
0:51	Overview of WE Family Offices
3:05	Typical family office portfolio construction
6:12	Behavioral finance and illiquidity as a feature
9:36	Investment strategies for ultra high net worth families
13:33	Manager selection attributes and importance of transparency
16:22	Diligence process for spin-out managers
18:24	Approach to venture capital as an asset class
21:14	Follow & subscribe to The 10X Capital Podcast
21:34	General guidance on co-invest
23:37	Value-add for venture capital managers
25:07	Hierarchy of the reference process

Transcript

Clip

Loading transcript...