Other People's Money is the premier podcast about the business side of the fund management industry. Every week Max Wiethe sits down to learn from some of the best entrepreneurial fund managers about their experience launching and growing a fund management business. OPM is not a show about the next hot stock pick or big trade but an inside look at an opaque and misunderstood industry guided by real professional fund managers who've done it themselves.
Follow us on:
Max's Twitter: https://x.com/maxwiethe
OPM on Twitter: https://x.com/opmpod
Watch OPM and our Partner Show Monetary Matters on YouTube: https://www.youtube.com/channel/UCeyqw1Ns_cnhSJh5XvXPWgw
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Other People's Money is the premier podcast about the business side of the fund management industry. Every week Max Wiethe sits down to learn from some of the best entrepreneurial fund managers about their experience launching and growing a fund management business. OPM is not a show about the next hot stock pick or big trade but an inside look at an opaque and misunderstood industry guided by real professional fund managers who've done it themselves.
Follow us on:
Max's Twitter: https://x.com/maxwiethe
OPM on Twitter: https://x.com/opmpod
Watch OPM and our Partner Show Monetary Matters on YouTube: https://www.youtube.com/channel/UCeyqw1Ns_cnhSJh5XvXPWgw
Optimizing the Investment Business for Long-term Results | David Steinberg of Marlowe Partners
Other People's Money with Max Wiethe
54 minutes
3 months ago
Optimizing the Investment Business for Long-term Results | David Steinberg of Marlowe Partners
David Steinberg, founder and CIO of Marlowe Partners joins Other People’s Money to discuss why he believes the operational and capital raising side of the investment business is the most important factor in determining success. He also discusses how he is navigating the capital raising process with a focus on weeding out investors who are not a fit for his concentrated long-term investing style, how that long-term style affects his ability to use AI in the research process, and why it is important not to be too innovative with your investment terms.
David would also like to highlight the importance of high quality service providers and has shared three service providers he would highly recommend to other investment professionals.
For accounting services David uses: https://rsmus.com
For outsourced compliance services David uses: https://www.salusgrc.com
For legal services David uses: https://www.akingump.com/en
Follow David on Twitter: https://x.com/PeterLakeSounds
Follow Max on X: https://x.com/maxwiethe
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Apple Podcast https://bit.ly/4e7QJ1M
Spotify https://bit.ly/3Yhaazi
YouTube https://bit.ly/3C63VXR
X https://x.com/opmpod
00:00 Intro
00:30 The Most Important Aspect of Investing
10:16 The Market for Concentrated Investing
13:47 Staying in the Game
17:45 Non-Standard Structures Are a Risk
19:41 New Structures for Individual Investors
27:11 Communicating Investing Process
34:28 Using AI to Cut Investment Research Costs
49:04 The Mission of $1B to $100B
Other People's Money with Max Wiethe
Other People's Money is the premier podcast about the business side of the fund management industry. Every week Max Wiethe sits down to learn from some of the best entrepreneurial fund managers about their experience launching and growing a fund management business. OPM is not a show about the next hot stock pick or big trade but an inside look at an opaque and misunderstood industry guided by real professional fund managers who've done it themselves.
Follow us on:
Max's Twitter: https://x.com/maxwiethe
OPM on Twitter: https://x.com/opmpod
Watch OPM and our Partner Show Monetary Matters on YouTube: https://www.youtube.com/channel/UCeyqw1Ns_cnhSJh5XvXPWgw
