Family Office Podcast - Private Investor & Investment Insights


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
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Direct download: 3525670-saas-healthcare-investor-mandate-interview.mp3
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Direct download: 3525271-pension-funds-single-family-offices-investor-mandate-interview.mp3
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Watch the full webinar in the members area of FamilyOffices.com

Direct download: 3524479-ultra-wealthy-investor-q-a-webinar-recording.mp3
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Direct download: 3524569-venture-capital-technology-startup-investor-mandate-interview.mp3
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Direct download: 3524587-growth-capital-tech-and-real-estate-family-office-investor-mandate.mp3
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Direct download: 3477838-growth-capital-for-small-businesses-private-investor-mandate-interview.mp3
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Direct download: 3477697-california-angel-seed-investor-mandate-interview.mp3
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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.


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.


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
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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
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Direct download: 3400387-silicon-valley-angel-investor-club-mandate-interview.mp3
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Direct download: 3399220-family-office-success-stories-and-cautionary-tales.mp3
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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
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Direct download: 3376348-member-spotlight-interview-of-chris-loeffler-from-caliber.mp3
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Direct download: 3375229-pandemic-investment-strategies-7-models-case-studies.mp3
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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
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Direct download: 3356599-life-sciences-medical-devices-healthcare-investor-mandate-interview.mp3
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Direct download: 3351955-monday-mandate-04-13.mp3
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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
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Direct download: 3328276-what-is-independent-sponsor-in-the-investment-industry.mp3
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Direct download: 3318730-the-15-strategies-that-each-made-my-clients-100m-or-more.mp3
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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
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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
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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
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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
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Direct download: 3263782-multifamily-self-storage-senior-living-investor-mandate-interview.mp3
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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
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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?


Direct download: 3229060-retail-apartment-building-investor-mandate-interview.mp3
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Richard C. Wilson interviews Private Investor that focuses on Consumer Products & Amazon Companies, FinTech and BioTech/Healthcare. 


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
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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
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Discussion panel from our 2019 Family Office Super Summit in Miami, FL


Direct download: 3206317-balance-sheet-strategy-and-location-real-estate-investment-components.mp3
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