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RVK

Matches in: Organization
3 episodes
Dec 12, 2025• How I Invest with David Weisburd

E261: How Sovereign Wealth Funds Create Alpha w/Peter Madsen

Peter Madsen, CIO of Utah's SITFO, discusses building a sovereign wealth fund from scratch, focusing on factor-based investing, mean reversion, venture capital strategy, and leveraging AI tools to streamline investment due diligence.

33:16
Nov 13, 2025• How I Invest with David Weisburd

E241: How Spirits Became a $1 Trillion Alternative Asset Class

Giuseppe Infusino discusses how InvestBev is transforming whiskey barrels into an institutional alternative asset class with unique investment characteristics and potential for asymmetric returns.

33:46
Sep 3, 2025• How I Invest with David Weisburd

E208: CIO Frank Mihail on Running an $8 Billion Portfolio with 3 People

Frank Mikhail discusses running the North Dakota Land Trust's $8 billion investment portfolio with just a three-person team, focusing on a concentrated strategy with 75% in alternatives like private markets and long-short hedge funds. The portfolio aims to generate alpha through carefully selected managers while maintaining liquidity and a balanced approach across asset classes.

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