David Interviewed on "Unlimited Partners"

Ben Gilbert (0:00)

Hello, Acquired LPs, Ben here, and I wanted to share a little bit of context on today's episode. So a good friend of the show, Thomas McGannon, has started a new podcast called Unlimited Partners, and David was one of his very first guests. Thomas is a good friend of the show, an investor, a deep thinker. He's an LP in venture funds and does direct investments as well, and he works with families to build their long-term investment programs. In a former life, he was a public equities investor on Unlimited Partners. He turns the tables on David. They talk about a bunch of fun stuff, and I actually learned some things about David's background that I didn't know, which I don't know, I actually didn't think that that still existed. And so it's fun to hear David interviewed one-on-one without me, and I think, hopefully, I'll join Thomas to do the same here soon, too. So we'll put a link in the show notes to go check out where you can listen to Unlimited Partners as it launches here.

And super excited to share it with you.

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David Rosenthal (1:26)

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Ben Gilbert (1:48)

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David Rosenthal (2:11)

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Ben Gilbert (2:34)

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David Rosenthal (2:52)

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Ben Gilbert (3:07)

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All right, without further ado, this is not investment advice. We may have interest in things discussed on the show and on to David's interview with Thomas for Unlimited Partners.

Thomas McGannon (3:46)

Welcome to Unlimited Partners, a podcast on partnership. I'm your host, Thomas McGannon. I'm an investor on a journey to understand what makes great partnerships. This podcast is my way of recording that process and sharing it. Thank you so much for listening to my first episode. First some background on me. I've always been an investor in my career. It's a really cool job. I get to meet some of the smartest investment managers, the hardest working entrepreneurs. I tell my wife that it's sort of like getting to go to Capitalism Disneyland. For those of you that know me, you know that I'm one of the most optimistic, joyful, let's fucking go people.

And a lot of times I'm reminded that while I can point to the category truth that the world is getting better, a lot of people, they aren't actually happier. And when I look at my job, what is my role? I allocate financial resources. How do I do that? I go out and I try and find some of the smartest, hardest working, most likely to make an impact people. And I ask, how can I help? How can I give money to you so that you can go and build something in the real world and then eventually pay me a financial return? That's a really fun job. Every time that you're meeting with somebody, you have the potential to make their dreams a reality. I'm sitting at the allocator table at the party. I want my table to be full of like really rich conversation, really excited people, people that recognize that in order for us to have the world that we're all really excited about in the future, it's going to take everyone. It's going to require the entrepreneur. It's going to require the venture capitalist. And it's sure as hell is going to require the full participation and buy-in from the LP community. And so why the name Unlimited Partners? Well, in my experience, signing up for a partnership usually means a very light commitment to not actively try to screw the other person over. And that's just not consistent with what I see as making great partnership. When I have a partnership, I want somebody that goes all in and says, your wins, your losses are mine, let's go to war together. I want this podcast project to be about investing, but more importantly, I want this podcast project to be about life. I want it to be about discovering and celebrating partnership. I want to bring to you some of the hardest working, most interesting, insightful, kind people that I meet in my journey. I want to use this podcast as a surface area to do my life's work. And the idea that I get to share it with you is so freaking cool. I want to bring you interviews with established investment managers, young and upcoming investment managers. I want to bring you interviews with family offices, institutions, endowments, pension funds. And I want to bring you interviews with people that are outside of the investment world. I want community leaders. I want philanthropists. I want people who are building the world that we all want to live in.