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PodMine

David Chen

Matches in: Person
2 episodes
Sep 5, 2025• How I Invest with David Weisburd

E209: $70B AUM: How Cresset Delivers Alpha at Scale

Avi Muchnick discusses his journey from lawyer to private equity investor and co-founder of Cresset, a $70 billion AUM wealth management firm focused on serving ultra-high net worth clients. He shares insights on private equity evolution, investment strategies, relationship-building, and creating a unique client-centric business model that optimizes both wealth and lifestyle.

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Aug 25, 2025• How I Invest with David Weisburd

E204: Going All In: The Risks and Rewards of Concentrated Investing

Here's a 2-sentence description for the episode: Rafael, the founder of Cross Capital, discusses his investment strategy focused on backing software businesses across the Americas, with a particular emphasis on the Brazilian tech ecosystem and a concentrated portfolio approach. The episode explores the unique characteristics of growth equity investing, the potential for market-leading companies to compound value, and the emerging role of AI in transforming regulated industries.

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