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

Page: https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713/e409-the-leadership-lessons-that-built-a-6-5-billion-firm
Text version: https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713/e409-the-leadership-lessons-that-built-a-6-5-billion-firm.md
Podcast: [How I Invest with David Weisburd](https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713)
Published: 2026-07-29T12:45:00+00:00
Episode link: https://howiinvestpodcast.com/episodes/BZRLqxtbJLX
Audio file: https://dts.podtrac.com/redirect.mp3/media.podcastai.com/episodes/BZRLqxtbJLX.mp3?u=1785432465
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Duration seconds: 3717

## Resource

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.

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## Transcript

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