E412: UPENN Endowment: Why AI Will Create a New Generation of PE & VC Firms

2026-08-05 · 60 min · episode 412 · 7 entities

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→ hosted by David Weisburd person

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→ discusses Business company

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mentioned Investing concept

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discusses Investing concept

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mentioned UPENN concept

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UPENN

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hosted by David Weisburd person

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Feed author/publisher: David Weisburd

companys 2

mentioned Business company

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Feed category: Business
discusses Business company

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Feed category: Business

Episode description as stored

AI isn't just changing technology—it is reshaping how investment firms create value, evaluate managers, and generate alpha. David sits down with Thomas Scriven, Managing Director University of Pennsylvania Office of Investments, institutional investor with experience across private equity, endowment management, and investment banking, to discuss why AI-native investment firms may outperform traditional firms, how great LPs evaluate GPs, why concentrated portfolios often outperform diversification, and the investing frameworks that separate elite allocators from everyone else.