How I Invest with David Weisburd

Camilo Acosta, founder of Perceptive Ventures and former senior AI engineer at Meta, focuses on agentic AI and early-stage investing. He discusses agentic systems replacing judgment and action, why incumbents leave startup-sized openings, how AI reshapes labor and capital, the risks to emerging VC firms, and why founder psychographics and audio-first interfaces matter for the next era.

Yuval Rooz, co-founder and CEO of Digital Asset and former Citadel/DRW trader, explains why blockchain upgrades market infrastructure. He discusses Canton’s goal of 24/7 real-time settlement, tokenization’s role in asset utility and LP liquidity, borrowing against tokenized holdings, and which incumbents profit from settlement inefficiencies.

Glenn Solomon, Managing Partner at Notable Capital and nearly 30 years in early-stage VC, explains why staying small and focused beats mega-fund chasing. He covers the barbell market, why sub-$100M rounds create edge, building a high-touch 42-person platform for a few founders, Anthropic’s enterprise bet, AI attacking labor markets, and why size can be the enemy of returns.

Eric Bahn, co-founder of Hustle Fund and former Meta product manager, champions execution velocity over pedigree. He discusses why observable hustle and rapid experimentation predict founder outcomes. He outlines a wide-net then concentrate investing approach, using community, media, and secondaries to support founders and manage longer timelines.

Nick Beim, a Venrock partner with two decades investing across AI, fintech, legal tech, and defense, explains why context beats raw intelligence. He talks about the rise of vertical AI, the persistent role of human advisors in wealth management, AI-driven tax-aware investing and legal tech expansion. He also explores AI’s impact on defense and why vertical, domain-focused software creates lasting advantages.

Jeff Blazek, Co-CIO of Multi-Asset Strategies at Neuberger Berman with 25+ years in portfolio construction, asset allocation, and risk management. He discusses why drawdown beats volatility as a risk measure. He examines liquidity, trade-offs between public and private markets, behavioral risks of over-allocating to privates, and practical approaches to building resilient, endowment-style portfolios.

Ari Levy, Founder and CIO of Lakeview Investment Group, applies card‑counting lessons and probability theory to public equity investing. He talks about disciplined position sizing, why small‑cap markets stay inefficient, the tradeoffs between arbitrage and activist approaches, and how friendly board engagement and access can create asymmetric outcomes.

Larry Kochard, veteran institutional investor and former CIO at Georgetown and UVA, shares lessons from decades running endowment portfolios. He discusses preparing for downturns, governance and buy-in to avoid behavioral mistakes, liquidity and rebalancing under stress, where real alpha still exists, sizing limits on managers, and why underwriting people is the allocator’s true edge.

David Weisburd, founder of Weisburd Capital and veteran venture investor, reflects on lessons from 300+ top-investor conversations. He argues true alpha is hard, boring, and often low-status. Structural advantages, portfolio construction, governance, co-invests, fee and tax efficiency, and lower-middle-market opportunities drive sustainable outperformance.

Rahul Moodgal, a veteran institutional capital raiser known for a relationship-first approach with pensions, endowments, foundations, and sovereigns. He discusses why patience beats urgency in fundraising. He contrasts transactional versus long-term partners. He explains how trust, alignment, and slow engagement create durable, decade-spanning capital relationships.