Justin Dyer, Chief Investment Officer of AWM Capital, sits down with David Weisburd to discuss how AWM manages investments for professional athletes. Justin details AWM’s adherence to liability-driven portfolio construction, how it invests in venture and unique considerations when investing capital for athletes.
The 10X Capital Podcast is part of the Turpentine podcast network. Learn more: turpentine.co
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X / Twitter:
@dweisburd (David Weisburd)
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LinkedIn:
Justin Dyer: https://www.linkedin.com/in/justin-dyer-cfa-cfp/
AWM Capital: https://www.linkedin.com/company/awmcapital/
David Weisburd: https://www.linkedin.com/in/dweisburd/
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LINKS:
AWM Capital: https://awmcap.com/
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Questions or topics you want us to discuss on The 10X Capital Podcast? Email us at david@10xcapital.com
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TIMESTAMPS:
(0:00) Introduction to Justin Dyer and AWM Capital
(2:25) Wealth management challenges for athletes
(4:45) Venture capital investment preferences at AWM Capital
(7:07) Fund of funds structure and geographical tilts in venture investments
(10:31) Balancing concentration and diversification in venture capital
(13:02) Portfolio simulation and flexibility in strategy
(17:09) Venture fund diligence and the weight of references
(20:52) The role of disruption in venture capital
(23:03) Philosophies on money, happiness, and living a flourishing life
(27:19) Final thoughts and reflections
