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Steve Kaplan

Mentioned in 4 analyzed podcast episodes across 1 show

Episode Appearances

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 for research on PE firm differentiation evolution and competitive positioning over time

Brand building in financial servicesGP marketing strategy and differentiationRetail capital distribution channels
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How I Invest with David Weisburd

How I Invest with David Weisburd · Apr 28, 2026

E357: CalSTRS CIO: Where Do You Invest $390 Billion Today?

Created Kaplan Shore Index measuring equivalent fees of hedge funds versus long-only strategies

AI transformation and technology disruption across industriesPortfolio diversification strategies in high-correlation environmentsInfrastructure and energy transition investment opportunities
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How I Invest with David Weisburd

How I Invest with David Weisburd · Apr 8, 2026

E343: The Death of the 60/40 Portfolio (And What Comes Next)

Cited for research showing 52% persistence of top-quartile venture firms continuing top-quartile performance

Trend-Following StrategiesPortfolio Construction and Rebalancing60/40 Portfolio Obsolescence
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How I Invest with David Weisburd

How I Invest with David Weisburd · Feb 27, 2026

E314: How Endowments Actually Think About Risk

Professor whose research quantifying private equity alpha (300-500 bps net) became industry standard and influenced endowment allocations

Portfolio Construction in Private EquityEndowment Investment StrategyPrivate Equity Fee Structures
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