Episode

E409: The Leadership Lessons That Built a $6.5 Billion Firm

Podcast
How I Invest with David Weisburd
Published
Jul 29, 2026
Duration seconds
3717
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https://howiinvestpodcast.com/episodes/BZRLqxtbJLX
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Summary

Most investors chase what's exciting. Jason Koenig built a $6.5 billion firm by investing where almost nobody was looking. In this conversation, Jason explains why overlooked industrial assets can produce exceptional long-term returns, how ITE grew from $60 million to $6.5 billion in assets under management, why culture compounds just like capital, and the leadership lessons he learned while scaling an investment firm from startup to institutional platform.