E96: “100% Alpha Portfolio” - Levy Family Partners
Update: 2024-09-19
Description
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.
(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
The 10X Capital Podcast is part of the Turpentine podcast network. Learn more: turpentine.co
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X / Twitter:
@dweisburd (David Weisburd)
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LinkedIn:
Michael Wallach: https://www.linkedin.com/in/mike-wallach-8b75291/
David Weisburd: https://www.linkedin.com/in/dweisburd/
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Questions or topics you want us to discuss on The 10X Capital Podcast? Email us at david@10xcapital.com
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TIMESTAMPS:
(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
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