E80: How ~$16 Billion Multi-Family Office WE Invests
Update: 2024-07-26
Description
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.
(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
(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
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