Rank #1: $7B+ Multi-Family Office, Private Equity, & Fund Manager Investor Mandate Interview
Apr 27 2020
Rank #2: Investments in Oil & Gas Mineral Rights & Royalties Interview
Mar 18 2020
Rank #3: Why Grit Is Important to Private Investors & Family Offices
Richard C. Wilson, founder of the Family Office Club and Centimillionaire advisors, LLC coming to you from downtown Singapore. Just finishing up my lunch break for private Investor Advantage Workshop for family offices and how to start a family office that I'm hosting here. And that's one of the emphasized the importance of a great factor with investing, building trust, with investors working with family offices. You can have all the integrity in the world or excellent team, but if you don't see things through, it doesn't mean anything. You can be passionate, have great skills and have great intellectual property. But if you can't make it through the challenges and really stick to your strategy and stick to your game plan through the ups and downs again, nothing will come of it. And I think that since the whole investment and investors space is focused on trust and getting a high conviction on not only the strategy that who's executing the strategy great is a really central factor to all of that.
Mar 29 2020
Rank #4: Investor Discussion Panel on Covid-19 and Its Effect on Credit & Debt Investments: Public, Private and Structured.
May 22 2020
Rank #5: AdTech, Managed Health, HealthTech, and Seed Stage Angel Investor Mandate Interview
May 06 2020
Rank #6: Family Office Focus: Where does the ultra-wealthy see the highest demand for investments?
Jan 02 2020
Rank #7: $1B+ Family Office Perspectives: Hear directly from some of the largest family offices globally
Ira Perlmuter - T5 Equity Partners
Istvan Nadas - Dunes Point Capital
Doug Dubiel - Rockefeller Capital Management
Suzanne Currie - Celdon Financial Group
Sheila Barry Driscoll - The Billionaire Foundation
May 28 2019
Rank #8: Series A & Early Stage Fintech, Software, and Technology Private Investor Mandate Interview
May 11 2020
Rank #9: Investment Structure Strategies
Richard C. Wilson's Webinar where he explains Investment Structures and strategies. Useful information for both capital raisers and investors alike.
Apr 02 2020
Rank #10: The Independent Sponsor Showcase: Hear how 4 sponsors are closing investors each quarter and raising over $50M a year
- Steve Schmidt - Alternative Investment Resource
- Patrick Hagen - STRATA Trust
- Fadi Ephtimios - Group RMC
- Greg Vickowski - The Procaccianti Group
- Max Garza III - Tachyon Advisory
Apr 18 2019
Rank #11: Closing Deals With Wealth Advisors and Multi-Family Offices - Best Practices and Case Studies of What works
Oct 24 2019
Rank #12: Real Estate Investment Firm Showcase: Hear from top real estate sponsors & funds on what is working right now
Discussion panel from Private Investor Summit on May 31st, 2019 in Dallas, Texas
Aug 22 2019
Rank #13: How to approach and engage effectively with ultra-wealthy families
Panel from Single Family Office Summit New York
Jun 28 2019
Rank #14: How to Structure a Virtual Family Office
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.
Apr 05 2020
Rank #15: Real Estate Deal Flow: Strategies for building a commercial real estate portfolio
Panel discussion from Single Family Office Summit 2019 on February 22nd, 2019 in New York.
Jul 28 2019
Rank #16: Co-Investing, Club Deals & JV Equity: Hear creative ways to close more deals from investors
Dec 12 2019
Rank #17: Syndication: How Single family offices are pooling resources for mutual gain
Aug 03 2019
Rank #18: Private Investor Preferences : What legal structures, fees, and models are preferred right now?
Nov 21 2019
Rank #19: Real Estate Investor Success Stories: Hear from 5 real estate investment firms who have raised over $20M each recently
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.
Apr 09 2020
Rank #20: Co-Investing, Club Deals, & JV Equity: Hear creative ways to close more deals from investors
Feb 13 2020