I recently did a podcast interview with Michael Oliver Weinberg, CFA. For three decades Michael has invested directly at the security level and indirectly as an asset allocator in traditional and alternative asset classes. Most recently he was a Managing Director, Head of Alternative Alpha, on the Investment Committee and a board member at APG, a Dutch pension provider. Previously he was the Chief Investment Officer at MOV37 and Protege Partners Fund Ltd. Michael is also an Adjunct Professor of Economics and Finance at Columbia Business School, where he teaches Institutional Investing, an advanced MBA course that he created. Among the topics we discuss: – why strategic #allocators give money to investors, and why the answer is not as simple as the generation of #alpha. – what is so attractive about #alternativeVC models and could it be a way for VC investors to get a larger part of the investment pie? – what sort of challenges exist today for VCs in achieving investment goals, and why Warren Buffet quotes like, “You should invest when there’s blood in the water”, don’t paint the full metaphoric picture for this type of investor. – are family offices overestimating their competencies and what is one of the biggest secrets in institutional investing today? – macro trends in the VC universe and what is the most disruptive theme impacting investing today. Check it out at https://lnkd.in/enaXv7iU Dave Barry Ted Seides Glenn Kaufman Coolwater Capital
David Teten - Thank you for sharing your immense VC, technology and investment wisdom! Thoroughly enjoyed the conversation. #venturecapital #venture #vc #technology #alternativevc #ipo #michaeloliverweinberg
General Partner @ NevCaut Ventures | Seed Stage Investor | Founder
1moThanks for sharing, looking forward to listening