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iCapital

Mentioned in 2 analyzed podcast episodes across 1 show

Mentioned On

How I Invest with David Weisburd

Episode Mentions

How I Invest with David Weisburd

How I Invest with David Weisburd · Apr 29, 2026

E358: The Woman Behind the World's Top GP Brands | Jen Prosek

“Referenced as marketplace technology platform connecting GPs to RIAs and wealth advisors”

Brand building in financial servicesGP marketing strategy and differentiationRetail capital distribution channels

How I Invest with David Weisburd

How I Invest with David Weisburd · Apr 3, 2026

E340: Why Family Offices Should Avoid 60/40 Portfolios

“CEO cited regarding $50-150 trillion wealth transfer from retail investors over next decade”

60/40 Portfolio AlternativesAfter-Tax Return OptimizationDiversification vs. Concentration