Family Office Podcast: Private Investor Interviews, Discussion Panels, and Investment Strategies Related to Lending, Commercial Real Estate, Income, Alternative Investments
Direct download: 4432637-taking-a-business-public-ipo-investor-mandate-interview.mp3
Category: -- posted at: 9:00am EDT

Direct download: 4417586-hnw-wealth-management-firm-investor-mandate-interview-chicago.mp3
Category: -- posted at: 4:00pm EDT

Direct download: 4333283-global-solar-wind-and-renewable-energy-investor-mandate-interview.mp3
Category: -- posted at: 9:00am EDT


Direct download: 4322429-real-estate-equity-debt-co-gp-investment-mandate-interview.mp3
Category: -- posted at: 9:00am EDT


Direct download: 4274435-single-family-office-direct-investment-investor-mandate-interview.mp3
Category: -- posted at: 2:00pm EDT

Software inventor and entrepreneur, with innovations cited in nearly 4,000 patents.
Founder of 6 startups, with 4 acquired by public companies or investment funds.

A quant finance pioneer who invented heatmaps, designed over 100 institutional trading systems, and perfected sentiment analysis, using it to manage over $500 million for Tudor and Millennium. Now, as founder of Diamond Standard, Cormac has solved the challenge of creating a standardized diamond commodity. Transacted on the blockchain, it is the first physical and digital asset, forming a decentralized reserve to asset back any digital contract.

Previously founded Flont, and before that led a team of 70 funded by Rupert Murdoch, building a next generation social network integrated into premium news publications, beginning with The Wall Street Journal. Developed company and the technology, which later merged into News Corp.

Inventor of real time and big data technologies in many diverse computer science areas, including social networks, Heatmaps, real time factory optimization, trade cost analysis, real time news sentiment analysis for securities trading, and wireless encrypted authentication for physical goods and blockchain applications.

Quantitative and statistical arbitrage portfolio manager, and a pioneer of computational linguistics and sentiment analysis for securities trading. Successfully launched several software companies and quantitative hedge fund teams. Raised and managed over $500 million from hedge funds including Tudor Investment Corp, and Millennium Partners.

Long track record as a software entrepreneur and CEO. Raised venture capital from Intel, Mayfield, Deutsche Bank, Bear Stearns, and other VC funds.


Mr. Lyons is a 37-year veteran of the mortgage banking and real estate industries and has founded, built, and sold several mortgage banking platforms. In his 37-year career, Mr. Lyons has been an initial investor and owner of a commercial bank, a title company, a consumer finance company, a mortgage bank, and has sponsored numerous residential and commercial real estate ventures. Most recently, Mr. Lyons co-founded LYNK Capital, a Private Equity Fund that provides capital to real estate investors, builders and developers. Mr. Lyons is a resident of Florida and Maryland.  He is also the author of Be The Bank, a book about increasing wealth through investing.

LYNK Capital is a Private Equity Fund that provides First Mortgages to real estate investors and builders primarily for the renovation or new construction of residential housing.

Direct download: 4269557-member-spotlight-interview-with-benjamin-lyons-from-lynk-capital-llc.mp3
Category: -- posted at: 8:00am EDT

Direct download: 4269479-monday-mandate-june-22nd-2020.mp3
Category: -- posted at: 8:00am EDT



Direct download: 4095590-ultra-wealthy-private-investor-merchant-bank-mandate-interview.mp3
Category: -- posted at: 9:00am EDT


Direct download: 4057148-super-angel-investor-club-association-investor-mandate-interview.mp3
Category: -- posted at: 9:00am EDT

Direct download: 4034459-real-estate-technology-small-business-investments.mp3
Category: -- posted at: 9:00am EDT

In the last 8 weeks, we have recorded 50 investor interviews, been serving our 200 investor clients, and have hosted a total of 2,000+ investment professionals live on our webinars, virtual investor panels, and zoom calls. 

During this webinar our founder, Richard C. Wilson, will be deep diving into what it takes to close your first investment transaction for your real estate firm, hedge fund, startup, or operating business that may be seeking capital for growth and expansion.

Watch the Full Hour Long webinar in the members area of FamilyOffices.com

Direct download: 4108229-how-to-get-started-raising-capital-close-your-first-investor.mp3
Category: -- posted at: 5:00pm EDT

Direct download: 4108118-15-strategies-to-leverage-investor-directories-lists-with-live-q-a.mp3
Category: -- posted at: 5:00pm EDT


Direct download: 4108439-monday-mandate-06-08.mp3
Category: -- posted at: 5:00pm EDT


Direct download: 4017089-private-real-estate-investor-mandate-interview.mp3
Category: -- posted at: 9:00am EDT


Direct download: 4016450-european-single-family-office-investor-mandate-interview.mp3
Category: -- posted at: 9:00am EDT

Direct download: 4007288-healthcare-life-sciences-private-investor-mandate-interview.mp3
Category: -- posted at: 9:00am EDT

Direct download: 4015478-super-angel-investor-mandate-interview.mp3
Category: -- posted at: 9:00am EDT

Direct download: 4006505-series-a-b-or-c-venture-capital-investor-mandate-interview.mp3
Category: -- posted at: 9:00am EDT

Direct download: 4005935-hemp-cbd-small-business-investor-mandate-interview.mp3
Category: -- posted at: 6:00pm EDT

Direct download: 3952751-investor-club-4-minute-update-on-mandates-closings-on-deals.mp3
Category: -- posted at: 2:00pm EDT

Direct download: 3927191-member-spotlight-interview-with-daniel-cohen-from-cohen-company.mp3
Category: -- posted at: 6:00pm EDT

Direct download: 3878093-family-office-club-interview-with-s-l-van-der-zanden.mp3
Category: -- posted at: 5:00pm EDT

This Family Office Club investor discussion panel brought to you by Cohen & Company
https://cohenandcompany.com/


Direct download: 3846521-investment-mandate-update-05-20.mp3
Category: -- posted at: 1:00pm EDT

Learn more at FamilyOffices.com

Direct download: 3818615-startup-small-business-technology-investor-mandate-interview.mp3
Category: -- posted at: 5:00am EDT

Listen to the full webinar at FamilyOffices.com

Direct download: 3819143-life-settlements-webinar-recording.mp3
Category: -- posted at: 7:00pm EDT

Learn more at FamilyOffices.com



Learn more at FamilyOffices.com


Direct download: 3748973-member-spotlight-interview-of-dan-hughes-from-hughes-company.mp3
Category: -- posted at: 10:00am EDT

Contact Pratik Sharma at partners@bridgetowergp.com

Direct download: 3748523-member-spotlight-interview-of-pratik-sharma-from-bridge-tower.mp3
Category: -- posted at: 10:00pm EDT


Learn more at FamilyOffices.com


Learn more at FamilyOffices.com

Direct download: 3717113-electric-vehicle-real-estate-tech-investor-mandate-interview.mp3
Category: -- posted at: 8:00am EDT


Learn more at FamilyOffices.com


Richard C. Wilson, CEO and Founder of the Family Office Club reviews the investor mandates that he has come across in the last week. What sectors of industry his investors are interested in. 

Direct download: 3709676-monday-mandate-05-11.mp3
Category: -- posted at: 9:00am EDT

Watch or Listen to the full webinar in FamilyOffices.com

Direct download: 3659605-one-liner-hot-seat-webinar-live-feedback-on-pitches.mp3
Category: -- posted at: 11:00am EDT


We offer three of the Top Performing Hedge Fund Strategies in the World, all of which have produced high double or triple digit returns year to date without taking directional bets, are hedged, 100% liquid, and have less risk than an individual stock


Direct download: 3642346-new-york-city-private-investor-mandate-interview.mp3
Category: -- posted at: 5:00am EDT



Direct download: 3624517-member-spotlight-interview-of-chris-bentley-from-bellatorum-resources.mp3
Category: -- posted at: 9:00pm EDT


Direct download: 3587746-member-spotlight-interview-of-kris-coleman-from-red-five-security.mp3
Category: -- posted at: 10:00pm EDT

Richard C. Wilson interviews a California workforce and Student Housing investor on their investor mandate and the things they look for in the ventures that they invest in. 




Richard C. Wilson, The Family Office club CEO and founder, updating listeners on the recent mandates that the club has recorded and the industries that our new investors are looking at into opportunities in. 

Direct download: 3545191-monday-mandate-04-27.mp3
Category: -- posted at: 5:00pm EDT

Direct download: 3525271-pension-funds-single-family-offices-investor-mandate-interview.mp3
Category: -- posted at: 12:00pm EDT

Direct download: 3525670-saas-healthcare-investor-mandate-interview.mp3
Category: -- posted at: 12:00pm EDT


Direct download: 3524587-growth-capital-tech-and-real-estate-family-office-investor-mandate.mp3
Category: -- posted at: 11:00am EDT

Direct download: 3524569-venture-capital-technology-startup-investor-mandate-interview.mp3
Category: -- posted at: 11:00am EDT

Watch the full webinar in the members area of FamilyOffices.com

Direct download: 3524479-ultra-wealthy-investor-q-a-webinar-recording.mp3
Category: -- posted at: 11:00am EDT

Direct download: 3477697-california-angel-seed-investor-mandate-interview.mp3
Category: -- posted at: 12:00pm EDT

Direct download: 3477838-growth-capital-for-small-businesses-private-investor-mandate-interview.mp3
Category: -- posted at: 12:00pm EDT

LIMC is an Investment Advisor (Exempt status) whose primary offering is Life Settlements, an uncorrelated alternative asset class that leverages purchased life insurance policies to produce a reliable and predictable return on investment.


AIR Asset Management (“AIRAM”) is a rapidly growing hedge fund management firm based in downtown Chicago. As an SEC-Registered Investment Advisor, AIRAM provides qualified investors with unique growth opportunities in longevity-linked investments such as life settlements and annuities. Our objective as a firm is to offer attractive risk-adjusted returns that are largely uncorrelated to traditional asset classes and equity markets. AIRAM is also a strong believer in socially responsible investment strategies, and we promote these efforts through our voluntary membership in the Principles for Responsible Investment.


Richard C. Wilson interviews a Small Business and Startup Investor with their insights and mandate. 

Direct download: 3449533-small-business-startup-private-investor-mandate-interview.mp3
Category: -- posted at: 11:00am EDT

Richard C. Interviews a Multifamily building Real Estate Investor as they share their insights and mandate. 

Direct download: 3438799-multifamily-value-add-apartment-building-investor-mandate-interview.mp3
Category: -- posted at: 8:00pm EDT

Direct download: 3400387-silicon-valley-angel-investor-club-mandate-interview.mp3
Category: -- posted at: 2:00pm EDT

Direct download: 3399220-family-office-success-stories-and-cautionary-tales.mp3
Category: -- posted at: 12:00pm EDT



Watch or Listen to the entire hour-long Investor Discussion Panel in the Members Area of FamilyOffices.com


Watch or Listen to the entire hour-long Investor Discussion Panel in the Members Area of FamilyOffices.com


Watch or Listen to the entire hour-long Investor Discussion Panel in the Members Area of FamilyOffices.com


Direct download: 3376135-growth-equity-private-investor-mandate-interview.mp3
Category: -- posted at: 5:00pm EDT

Direct download: 3376348-member-spotlight-interview-of-chris-loeffler-from-caliber.mp3
Category: -- posted at: 5:00pm EDT

Direct download: 3375229-pandemic-investment-strategies-7-models-case-studies.mp3
Category: -- posted at: 4:00pm EDT

Richard Wilson started a family office club 13 years ago and advises families, most of them over 100 million in assets, 6 million, some 20- 30 million on direct investment program development and how to start their single family office. More virtual family office.  He hosts 25 live events a year. And has met over 2000 family offices in-person. That's where a lot of the insights come from, but even more so, it's listening to these families' stories and then implementing how they created their wealth in an effective way and implementing that within his own business model. Here he discusses the strategies that he has learned and developed over time. 

Direct download: 3362416-18-strategies-to-become-a-more-effective-investor.mp3
Category: -- posted at: 4:00pm EDT

Direct download: 3356599-life-sciences-medical-devices-healthcare-investor-mandate-interview.mp3
Category: -- posted at: 8:00am EDT

Direct download: 3351955-monday-mandate-04-13.mp3
Category: -- posted at: 9:00pm EDT

CEO at Ardenton Capital formerly Regimen Capital Partners.
I lead a highly talented and a select group of professionals dedicated to working with our business partners. Ardenton is a global private equity corporation, built on meaningful business partnerships and long-term growth. Working strategically to nurture management teams and expand into new markets, we grow small companies into lasting multi-national organizations.While many private equity firms focus on near-term opportunities, buying companies in order to resell them, we separate ourselves by investing with a long-term focus. Ardenton designs partnerships to allow businesses to transition for growth, building strong, vibrant companies and yielding sizeable gains for our stakeholders.

www.ardenton.com

https://www.linkedin.com/in/james-livingstone-b3563718/

James Livingstone (JLivingstone@ardenton.com)

Direct download: 3344200-member-spotlight-interview-of-james-livingstone-from-ardenton-capital.mp3
Category: -- posted at: 11:00am EDT

Direct download: 3328276-what-is-independent-sponsor-in-the-investment-industry.mp3
Category: -- posted at: 8:00pm EDT

Direct download: 3318730-the-15-strategies-that-each-made-my-clients-100m-or-more.mp3
Category: -- posted at: 6:00pm EDT

Panel discussion from the 2019 Family Office Super Summit on real estate investors success stories here from five real estate investment firms who have raised over $20 million each. So we're going to keep this one focused on real estate and we're going to keep this focused on how these firms have been able to successfully raise capital in their respective asset classes. Please keep in mind, I do get a lot of people that come up to me and say, wow, you guys have a lot of real estate investors here. And the stats on our investors are as follows, 75% of our family offices invest in real estate. On average, it makes up about 25% of their portfolio. What that means is that on average another 75% is diversified into other niches. 


Richard Wilson, at the Hyatt where we are hosting our private investors summit. I'm putting together a plug and play virtual family office infrastructure solution for $200 million-plus net worth families and I'm going to be kind of beta testing this structure across maybe a dozen families that are all worth somewhere between 15 to 20 million on the low end, up to three to 400 million of net worth. If you're a family of that nature and you want to see what we're doing to make things more cookie-cutter at the start for a virtual family office or your core infrastructure is available, and then obviously we customize things to whether you have 10 LLCs or 200 or whether you have five homes and 10 businesses or one business and a lot of real estate holdings, et cetera, but to have a plug and play infrastructure is really our goal for a lot of our clients who are going forward. Do you want to learn more about that? Shoot me a quick note. It's just Richard@familyoffices.com going to learn a little bit more about us. First and then shoot me a note. Please go to Centimillionaires.com its Centimillionaires.com and you'll see some of the investor advisory work that we do there, or family offices.com you come to meet me face to face in person at one of our 32 live events a year first. So thanks for checking this out. It's Richard C. Wilson for the family office club. Talk to you soon. 

Direct download: 3300199-plug-and-play-virtual-family-office-service.mp3
Category: -- posted at: 9:00am EDT

Richard C. Wilson covers the ways you can be building new relationships, connect with new investors, and transform how you raise capital and source deals through our investor club.


Michael Scott - CHAIRMAN, CEO AND FOUNDER - Michael Scott is an entrepreneur, family man, and martial artist with a passion for life. Michael’s core values are Family, Integrity, Helping Others, Leadership, Loyalty. During Michael’s two-decade career in Wealth Management, he became one of the youngest top 1% ranked advisors at Ameriprise Financial. He put his first deal together with the executives of Ameriprise Financial in a seven-figure acquisition that became the company’s first external practice acquisition. Fast forward a handful of years and Michael is now the Founder/Owner of BAM Partners LLC an entrepreneurial holding company of 7 businesses and growing.

Michael’s professional focus has now shifted to the cannabis industry. Michael’s been instrumental in bringing cannabis companies from pitch deck to nine-figure valuations with the infusion of smart capital, strategy, and purpose-driven leadership. Michael and team have developed an extensive lead in replicating “Shark Tank” in cannabis for the Boston area.

Michael’s unique ability is to strategically lead and develop entrepreneurs toward their own values-based excellence. On a personal note, he’s an avid martial artist and loves to teach and train multiple disciplines such as MMA, Brazilian Jiu Jitsu, Muay Thai and Taekwondo. Michael is happily married to his wife, Kerri, and they share three kids.


Peter Dougherty – CEO Orion Partners.ai Inc. - Peter has over 20 years of CEO experience in financing, managing and transacting early and mid-stage companies and has raised over $130M in Venture Capital, Private Equity and micro-cap funds. Currently CEO at Orion Partners.ai Inc. providing artificial intelligence for precision agriculture for large cannabis producers. Previously Consulting General Manager of Medicinal Genomics, providing the genetics of Cannabis. Also, previously General Manager Sequencia Technologies a cloud infrastructure consulting and implementation firm that developed the first fully integrated cloud compute, storage and networking virtualization solution. Before Sequencia, Peter was the CEO & Founder of Certeon Inc., the first virtualized WAN optimization and cloud interconnect software company. Prior to Certeon he was CEO of Bitcasting, the first universal multimedia player for the web. Peter’s career in technology solutions also includes a senior position at EMC in their Media Solutions Group after EMC acquired Bitcasting. Peter also Skippers Peningo, a custom Dubois 49 sailboat in and around New England waters.

Direct download: 3277408-cannabis-investments-spotlight-with-michael-scott-peter-dougherty.mp3
Category: -- posted at: 7:00pm EDT

Richard Wilson, CEO, and Founder of the Family Office Club.  Who wants to let you know we're gonna be doing some investor mandate interviews. It's gonna be a new format for us. For those of you that watch a YouTube channel or listen to our podcast, I hope you find that some of the most valuable content that we put out it's gonna be one-on-one short interviews. The goal is to keep it to 7 minutes. We're interviewing investors in this format, seeing what their investor mandate is where they're based, what time, What type of firm there with what they're looking for above everything else to invest in right now and then Also, you know, what's their number one piece of advice either for other investors or those raising capital. 

Direct download: 3269578-investor-mandate-interviews-7-minute-snapshots.mp3
Category: -- posted at: 9:00am EDT

Richard C. Wilson, CEO and founder of the Family Office Club interviews one of our members, Meg Epstein from CA South Development. 

CA South is a boutique real estate investment and development company in Nashville, which manages its own fund. Thus, is a fully integrated development and investment company. Meg Epstein was 2019 finalists for Entrepreneur of the Year in Nashville and recently named Woman of Influence in the Top 36 most powerful women in Nashville. She was also recently named Developer In-Charge by the Nashville Post. 

Direct download: 3264199-member-spotlight-interview-of-meg-epstein-from-ca-south.mp3
Category: -- posted at: 7:00pm EDT

Direct download: 3263782-multifamily-self-storage-senior-living-investor-mandate-interview.mp3
Category: -- posted at: 6:00pm EDT

Richard C. Wilson speaks on industry-standard investment management fees. If you are searching online for them and you're not familiar with them, I am 90% sure that you're either an investor that doesn't know what's the norm. Anyone make sure you negotiate and don't pay above-average fees. Or you're someone who is starting an investment firm, an independent sponsor firm, a real estate development firm raising capital for something, and you're not sure what the industry standard is. But it's really the wrong question to ask. The most important thing to ask is, you know, is my team industry-standard credibility? Do we have the industry-standard track record to even industry-standard or above offering?


Richard C. Wison speaks on setting up a virtual family office and what you should be thinking instead of: "Do I need an SFO or and MFO  well, I'm only worth 15 million or 25 million. I'm not a family office type individual, so I can't really consider that path." The option is to create a virtual family office. What alot of people overlook is that many people who are very experienced in dealing with $100 million+  families will still work with you at 15 to 25 million on a carved-out basis/ an ad hoc basis. When you need their help or on a unique basis, it's different than becoming a full-fledged client with him. Another thing to keep in mind is that if you want to leverage the tens of millions and overhead that private banks for wealth management firms have. You can access some of their managers that have been fully due diligence to access some of their strategies and connections by the thousands of employees and do so on an ad hoc basis.

Direct download: 3248032-how-to-structure-a-virtual-family-office.mp3
Category: -- posted at: 5:00pm EDT

Richard C. Wilson interviews Private Investor that focuses on Consumer Products & Amazon Companies, FinTech and BioTech/Healthcare. 


Direct download: 3229060-retail-apartment-building-investor-mandate-interview.mp3
Category: -- posted at: 5:00pm EDT

Richard C. Wilson, CEO, and president of the Family Office club identified the most common mistake that he has seen capital raisers make. They make the mistake of taking success with a direct investment model. Where there's no funds and turned it into fund model. The mistake is that they go to their current investors already like them, trust them and invest with them and say," Hey, would you be open to coming in my fund?" And they say, "Yes, sure", because I've already invested in four of their deals but people have not invested with before may not want to come into the fund is gonna be harder. They're trading one headache for another headache of their own pain of running around and finding the investors they need to close a deal in 6 to 8 weeks and independent sponsor model for the headache of promising a blind pool to investors within a fund model. And I would always rather to the headache is more hard work for me in the thing, which is going to really stop investors from considering a deal. I've seen people who have raised $300 million in direct investments, not be able to raise a $10 million fund. 

Direct download: 3228802-common-mistake-of-experienced-investment-advisors.mp3
Category: -- posted at: 4:00pm EDT

Richard C. Wilson's Webinar where he explains Investment Structures and strategies. Useful information for both capital raisers and investors alike. 

Direct download: 3218116-investment-structure-strategies.mp3
Category: -- posted at: 6:00pm EDT