E96: “100% Alpha Portfolio” - Levy Family Partners

E96: “100% Alpha Portfolio” - Levy Family Par...

‏التالي

E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity

Is AI destroying the software industry, or creating its biggest investment opportunity yet? David Breach is President of Vista Equity Partners, a firm managing approximately $100 billion in assets. In this episode, David explains why the recent selloff in software stocks may be m ...  عرض المزيد

E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in Startups

What if the biggest advantage in venture capital isn't picking winners, but getting access to them? Erik Syvertsen is GM of Asset Management and Chief Legal Officer at AngelList and Chairman of USVC. Drawing on AngelList's extensive venture investment data, Erik explains why seed ...  عرض المزيد

‏حلقات موصى بها

How Endowments and Foundations are tackling taxes, liquidity, and portfolio construction
Center For Investment Excellence

In this episode of the Center for Investment Excellence podcast, hosted by David Lebovitz, we explore key themes impacting endowments and foundations, from government funding changes and tax policies to the role of alternative investments and liquidity needs. Featuring Mack Kline ...  عرض المزيد

Family Office Investing with Waikiki Paulino
The Real Estate Espresso Podcast

Waikiki is NYC based where he specializes in helping family offices with making institutional quality investments in projects around the US. On today's show we are talking about how investor appetites and investor mandates have changed in the past 24 months. What is in dem ...

  عرض المزيد

TIP364: How to Invest in Alternative Assets w/ Michael Weisz
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

In today’s episode, Trey Lockerbie sits down with Michael Weisz, the founder and President of Yieldstreet, which is a platform that serves up offerings in alternative asset classes. IN THIS EPISODE, YOU'LL LEARN: (01:54) Why you should consider diversifying into alternative asset ...  عرض المزيد