E294: Endowment Model vs Total Portfolio Approach: The Real Trade-Offs
Podcast: How I Invest with David WeisburdPublished On: Fri Jan 30 2026
Description: How should families think about portfolio construction when traditional diversification breaks down? David Weisburd speaks with Michael Phipps about building New Republic Partners, designing portfolios around growth, income, and diversification, and why open architecture matters in multifamily offices. Michael discusses common portfolio mischaracterizations, the role of alternatives and co-investments, and how families can better align risk, liquidity, and long-term objectives.
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