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Doug McCormick

15 Podcast Episodes

Latest 18 Sep 2021 | Updated Daily

Weekly hand curated podcast episodes for learning

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#194 - Doug McCormick, HCI Equity Partners - I Generally Believe People Underestimate The Duration Of The Time That They Will Be Invested

The Meb Faber Show

In episode 194 Meb and Doug kick off the conversation about thinking about a family as a business. Doug discusses the idea that people effectively have two businesses, selling labor in the marketplace, and converting income into financial assets. Doug expands on that by covering the family CFO framework, and that the job of the family CFO is much like a corporate CFO in that they must manage risk and liquidity with the family’s balance sheet. The pair also get into entrepreneurship and thinking about the role entrepreneurship can play in wealth generation. Meb and Doug then get into common mistakes people make, such as underappreciation of a long horizon. They then transition into approaching conversations about wealth with Family, starting with acknowledgement that wealth without management, values, and education can be a liability. As the conversation winds down, Meb and Doug cover some ground about Doug’s day job as a private equity investor and some best practices for private equity allocators. All this and more in episode 194, including Doug’s most memorable investment.

51mins

25 Dec 2019

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Family Inc. A Roadmap To Financial Security With Doug McCormick

Becoming Your Best | The Principles of Highly Successful Leaders

Family Inc. A Roadmap To Financial Security With Doug McCormick http://becomingyourbest.com See acast.com/privacy for privacy and opt-out information.

29mins

22 Mar 2018

Similar People

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075 - Doug McCormick - Family Inc the real family business

Success IQ

Doug has a lifetime of experiences that provide the foundation for the framework, principles and tools in Family Inc.    During his professional career, he has served as an active duty Army officer, attended Harvard Business School, worked as an investment banker and a private equity investor and finally became an entrepreneur as co-founder of HCI Equity Partners where he serves as Managing Partner overseeing all aspects of the firm’s strategy, investments and operations.    Get bonus access to more information and bonus content here More ways to get involved If you have found anything useful in this episode, then please leave a comment and rate the show.  If you would like to ask Geoff a question or suggest a topic to cover on the show, please email him at podcast@geoffnicholson.co.uk Get all the latest information about the show at the shows facebook page and join in on some of the Facebook Lives, it would be lovely to see you there 

32mins

14 Mar 2018

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TIP179: Private Equity Investing w/ Doug McCormick (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network

On today's show we talk to private equity investing expert, Doug McCormick. Doug has been a private equity investor for two decades and his company has assets under management in excess of a billion dollars.Click here to view to full show notes.In this episode, you'll learn:How does the private equity model work?What happens when a private equity company makes an acquisition?Why has private equity industry outperformed the stock market and will it continue?Which critical factors determine if a takeover is successful or not? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

42mins

25 Feb 2018

Most Popular

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EFR 052: How to Become Your Own CFO and Secure Your Financial Health with Doug McCormick

Ever Forward Radio with Chase Chewning

We all know that eating better and staying active are necessary components to living well. But what about the other areas of our life that often spill over into our diets and exercise? Things that cause us added stress or even fear such as when we are having trouble with our finances? Today's guest Doug McCormick is going to be our financial personal trainer, teaching us the simplest and most effective tools to use to bring up our economic wellness. Make sure to check out his website here for some amazing financial planning tools and resources to put you on your path to becoming your very own Family Chief Financial Officer. Also, Doug's book Family Inc. can be found here on Amazon. This episode is sponsored by Health IQ. HIQ uses science & data to secure lower rates on life insurance for health conscious people including runners, cyclists, strength trainers, vegans, and more. In fact, 56% of HIQ customers save between 4-33% on their life insurance. Like saving money on your car insurance for being a good driver, Health IQ saves you money on your life insurance for living a health conscious lifestyle. Learn more and get a free quote at www.healthiq.com/efr.

42mins

5 Feb 2018

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5 Reasons Why Your Family Needs a CFO with Doug McCormick

The Money Answers Show

Looking for the best ways to build a strong financial future for yourself and your family? Have you considered managing your family finances like a business? Host Jordan Goodman talks with Doug McCormick about why McCormick advises families to manage their finances like a business and what that looks and feels like. McCormick is a big proponent of developing your financial self worth so that you can develop your financial future. Goodman and McCormick talk about the major ideas from McCormick's book, Family Inc, and why McCormick is such a strong advocate for his system of family money management. McCormick believes that family financial security is the culmination of a lifetime of better financial decisions.

54mins

22 Jan 2018

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Bunker Labs Chairman Army Veteran Doug McCormick

Veteran On the Move

200: Bunker Labs Chairman Doug McCormickDoug McCormick has gone from being on active duty, to having an MBA at Harvard, to being an employee at a Wall Street investment bank, to being a private equity investor and finally now as entrepreneur. Here he shares with us the different programs and opportunities they have for veterans at Bunker Labs. Tune in!"The vision of Bunker Labs is that every veteran in America has access to the community, the network, and the resources to realize their entrepreneurial potential." - Doug McCormickFrom the Military to FinanceDoug graduated from the U.S. Military Academy at West Point with a degree in BS Economics. He graduated at the top of his class while serving as First Captain and Co-Captain of the Army Wrestling team.His career in the military ultimately led him to serve in Hawaii. In the mid-90's, he got out and went to pursue an MBA at Harvard.And for two decades now, he's worked as a professional investor who manages money for institutional clients. Bunker Labs is among the companies he became a part of and is enabling him to stay connected with the veteran community.The Bunker Labs Community for VeteransAt Bunker Labs, they provide veterans with a space and opportunity to explore their potential in entrepreneurship. For this, they try to create a collaborative environment where veterans could freely grow their network and learn from various educational resources.Challenges for the Military in TransitionMany veterans are becoming interested in entrepreneurship. There are typically two challenges they face in the transition: (1) having limited resources to start with, and (2) having a less developed network that could help open doors of opportunity for them.        To hear from Doug McCormick and learn about the work that they are doing at Bunker Labs, download and listen to this episode.Don’t forget to leave us a 5-star rating and review if you enjoyed the show. We would love to hear from you!Check out these links from Doug McCormick: Family Inc. book Transitions 2.0 bookDownload Joe Crane’s Top 7 Paths to Freedom or get it on your mobile device. Text VETERAN to 38470.Guest Bio Doug McCormickDoug McCormick is a professional investor, army veteran, entrepreneur, and now author of Family Inc.: Using Business Principles to Maximize Your Family's Wealth. Not your typical money manager, he partners with families and entrepreneurs to build and grow their businesses in order to create long-term value.Join the Veteran on the Move on Facebook!Check out Veteran on the Move on Facebook to connect with our guests! It’s also a great place where you can stay in touch with other veterans who are transitioning to entrepreneurship, and get updates and free gouge on the people programs and resources to help you in your transition to entrepreneurship.The Veteran On the Move podcast has published over 150 episodes giving listeners the opportunity to hear in-depth interviews conducted by host Joe Crane featuring the people, programs and resources to assist veterans in their transition to entrepreneurship: Marine Corps, Army, Navy, Air Force and Coast Guard veterans, DOD, entrepreneurship, business, success, military spouse, transition, education, programs and resources.  Veteran On the Move has garnered over 500,000 listens verified through Stitcher Radio, Sound Cloud, Itunes and RSS Feed Syndication making it one of the most popular Military Entrepreneur Shows on the Internet Today.

15 Jan 2018

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Bunker Labs Chairman Army Veteran Doug McCormick

Veteran On the Move

200: Bunker Labs Chairman Doug McCormickDoug McCormick has gone from being on active duty, to having an MBA at Harvard, to being an employee at a Wall Street investment bank, to being a private equity investor and finally now as entrepreneur. Here he shares with us the different programs and opportunities they have for veterans at Bunker Labs. Tune in!"The vision of Bunker Labs is that every veteran in America has access to the community, the network, and the resources to realize their entrepreneurial potential." - Doug McCormickFrom the Military to FinanceDoug graduated from the U.S. Military Academy at West Point with a degree in BS Economics. He graduated at the top of his class while serving as First Captain and Co-Captain of the Army Wrestling team.His career in the military ultimately led him to serve in Hawaii. In the mid-90's, he got out and went to pursue an MBA at Harvard.And for two decades now, he's worked as a professional investor who manages money for institutional clients. Bunker Labs is among the companies he became a part of and is enabling him to stay connected with the veteran community.The Bunker Labs Community for VeteransAt Bunker Labs, they provide veterans with a space and opportunity to explore their potential in entrepreneurship. For this, they try to create a collaborative environment where veterans could freely grow their network and learn from various educational resources.Challenges for the Military in TransitionMany veterans are becoming interested in entrepreneurship. There are typically two challenges they face in the transition: (1) having limited resources to start with, and (2) having a less developed network that could help open doors of opportunity for them.        To hear from Doug McCormick and learn about the work that they are doing at Bunker Labs, download and listen to this episode.Don’t forget to leave us a 5-star rating and review if you enjoyed the show. We would love to hear from you!Check out these links from Doug McCormick: Family Inc. book Transitions 2.0 bookDownload Joe Crane’s Top 7 Paths to Freedom or get it on your mobile device. Text VETERAN to 38470.Guest Bio Doug McCormickDoug McCormick is a professional investor, army veteran, entrepreneur, and now author of Family Inc.: Using Business Principles to Maximize Your Family's Wealth. Not your typical money manager, he partners with families and entrepreneurs to build and grow their businesses in order to create long-term value.Join the Veteran on the Move on Facebook!Check out Veteran on the Move on Facebook to connect with our guests! It’s also a great place where you can stay in touch with other veterans who are transitioning to entrepreneurship, and get updates and free gouge on the people programs and resources to help you in your transition to entrepreneurship.The Veteran On the Move podcast has published over 150 episodes giving listeners the opportunity to hear in-depth interviews conducted by host Joe Crane featuring the people, programs and resources to assist veterans in their transition to entrepreneurship: Marine Corps, Army, Navy, Air Force and Coast Guard veterans, DOD, entrepreneurship, business, success, military spouse, transition, education, programs and resources.  Veteran On the Move has garnered over 500,000 listens verified through Stitcher Radio, Sound Cloud, Itunes and RSS Feed Syndication making it one of the most popular Military Entrepreneur Shows on the Internet Today.

15 Jan 2018

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215: Doug McCormick: How To Use Business Principles To Maximize Your Family's Wealth

Cashflow Ninja

  My guest in this episode is Doug McCormick. Doug has a lifetime of experiences that provide the foundation for the framework, principles and tools in Family Inc. As a professional investor, he has spent two decades creating value for institutional investors by partnering with families and entrepreneurs to build and grow their businesses to create sustainable long-term value. The lessons in Family Inc. reflect his own journey to achieving financial independence which began at the age of seven, when his Dad helped him purchase AT&T stock. During his professional career, he has been an active duty Army officer, a Harvard Business School student, an investment banker, a private equity investor and finally entrepreneur as co-founder of HCI Equity Partners. His writings and recommendations about financial literacy and veteran causes have been cited or featured by major media outlets to include The NY Times, Wall Street Journal, USA Today, CNBC, TIME, PBS, NPR, Investor’s Business Daily, Fast Company, American Association of Individual Investors, The Larry Kudlow Show, Stars & Stripes, Home and Family Finance Radio, Military.com and The Motley Fool. Interview Links: Family Inc. Family Inc Website If you have enjoyed our podcast, please share with friends and family Please Subscribe, Rate, and Review on Itunes so more people can find us! so more people can find us! Please Support Us by Becoming A Patron on Patreon Support Our Sponsors Cashflow Tactics, will show you how to collapse time in your financial plan and become financially in 10 years or less. You can register for a free webinar to show you exactly how to do that at: https://cashflowtactics.com/ninja Gelt Inc.,  is committed to providing investors with quality, cash-flowing investment opportunities and is seeking to acquire multifamily, retail, and mobile home park properties in the Western United States with an emphasis in California, Utah, Nevada, Arizona, Colorado, and Oregon. www.geltinc.com The Real Asset Investor, create value for investors looking for higher yield returns from real estate ventures domestically and also internationally and other real asset classes such as ATM's. www.therealassetinvestor.com Joint Ops Properties, have designed a system to take any beginner to an experienced deal making investor in the least amount of time, offering opportunities from basic education, coaching, bridge investing to turn-key investments in the cash flowing market of St. Louis, MO. www.jointopsproperties.com Norada Real Estate helps take the guesswork out of real estate investing.  By researching top real estate growth markets and structuring complete turnkey real estate investments, we help you succeed by minimizing risk and maximizing profitability. www.noradarealestate.com Valhalla Wealth Financial, reclaim the banking function within your own life with the premier strategies of the Wealthy. www.valhallawealth.com Audible, download any audio book for FREE when you try Audible for 30 days www.cashflowninjabook.com Thanks so much for joining me again. Have some feedback you’d like to share? Leave a note in the comment section below! If you enjoyed this episode, please share it using the social media buttons you see at the bottom of the post! Also, please leave an honest review for the Cashflow Ninja Podcast on iTunes. Ratings and reviews are extremely helpful and greatly appreciated! They do matter in the rankings of the show, and I read each and every one of them. And finally, don’t forget to subscribe to the show on iTunes to get automatic updates, please follow me on twitter @mclaubscher and Instagram, @cashflowninjapodcast. Until next time! Live a life of passion and purpose on YOUR terms, M.C. Laubscher

36mins

20 Oct 2017

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110 Doug McCormick - Family Inc.

Veteran Resource Podcast

Doug McCormick is a Managing Partner and Co-Founder of HCI Equity Partners. Mr. McCormick has been an active investor in numerous markets to include aerospace, defense, distribution, food services, packaging, manufacturing and outsourced business services. He currently serves as Chairman of the Board for AmercareRoyal and Summit Interconnect and as a board member of Naumann/Hobbs Material Handling, Inc. and Quadel Consulting Corporation. Before founding HCI Equity, Mr. McCormick worked at Thayer Hidden Creek,Thayer Capital and the Investment Banking Division of Morgan Stanley & Co. He also served as a Captain in the U.S. Army’s 25th Infantry Division. As author of Family Inc., Mr. McCormick is committed to empowering others through financial literacy with a focus on the veteran community. His writing on financial literacy and veteran economic empowerment have been covered by leading media outlets such as The Wall Street Journal, The NY Times, USA Today, PBS, Time, Fast Company and The Motley Fool. Mr. McCormick serves as the Chairman of the Board for Bunker Labs and a member of the Board of Directors for Team RWB. He is a 2011 Henry Crown Fellow, and a Founding Member of Capital For Children. Mr. McCormick received his Master of Business Administration from Harvard Business School and his Bachelor of Science in Economics from the U.S. Military Academy at West Point. Support the podcast!

33mins

7 Jul 2017

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