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Family Office Podcast - Private Investor & Investment Insights - deep links to episodes

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Sep 9 2021:Member Spotlight Interview with Juan Gonzalez from Eagle Eye International Protective Services
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Sep 9 2021:Member Spotlight Interview with Thomas Inserra from Integro Bank
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Aug 28 2021:14 Strategies to Become a More Effective Investor: Part 2
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Aug 26 2021:14 Strategies to Become a More Effective Investor: Part 1
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Aug 21 2021:The Process to Double Your investment Opportunities
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Aug 19 2021:Cannabis Investor - Investor Mandate Interview
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Aug 17 2021:Common $1M Mistakes by Family Offices
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Aug 10 2021:Member Spotlight Interview with David Pence from BetterTherm
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Jul 26 2021:8 Investment Deal Structure Insights and Lessons Learned
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Jul 23 2021:Fee Alignment Strategies for Raising Capital
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Jul 17 2021:Debating Over Your Minimum Investment Required On Your Next Deal?
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Jul 13 2021:Co-GP Investment Structure Options
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Jul 10 2021:Raise Capital Faster with Performance Only Fee Structures
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Jul 9 2021:Fake Skin in the Game Warning for Sponsors of Investment Deals
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Jun 30 2021:Venture Debt Investment Structures for Startups Raising Capital
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Jun 27 2021:Convertible Note Investment Structures
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Jun 24 2021:4 Levels of Investor Sophistication
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Jun 22 2021:Your Investment Structure Matters More Than Strategy
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Jun 15 2021:How to Instantly Build Investor Rapport
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Jun 9 2021:Interview on Solar Tax Credits for Investments in Renewable Energy
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Jun 8 2021:The 4 Components of Long-Term Influence
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Jun 5 2021:Importance of Influence & Persuasion
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May 29 2021:Focus on a High Value Small Niche
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May 26 2021:Generic v.s. Specific Positioning
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May 22 2021:What is an Investor Avatar?
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May 11 2021:Data Room Construction & Infrastructure
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May 8 2021:The 6 C’s of Character Analysis
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May 6 2021:Social Media Due Diligence
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May 3 2021:Crowdsourcing Due Diligence
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May 1 2021:Tax Planning Privacy & Attorney vs. CPA Client Privilege
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Apr 28 2021:Benefits of Closing Deals Using a Master Due Diligence Questionnaire
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Apr 22 2021:Should You Do Due Diligence on Investors?
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Apr 20 2021:How Much Does Intuition and Experience Play a Role in Due Diligence?
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Apr 14 2021:Member Spotlight Interview with Pieter Taselaar from Lucerne Capital Management
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Apr 12 2021:Investing in Resorts with Wedding Venues - Strategy Review Interview
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Apr 7 2021:Unique Investment Offering Positions
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Apr 5 2021:Earning Trust by Being Transparent on Bad Investments
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Apr 2 2021:Top 5 $100K Mistakes to Avoid
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Apr 1 2021:A Strategy to Convert Active Income to Passive Income - A Tax Interview with Tom Wheelwright
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Mar 31 2021:Due Diligence On You is Half Over Already
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Mar 26 2021:A Strategy to Move Past $1B+ Gorilla Competitors
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Mar 25 2021:Investment Deal Nuances - Maximum Alignment = Maximum Momentum
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Mar 22 2021:Expert Interview with an Investigative Due Diligence Services Firm Doing 2,000 Reports a Month
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Mar 19 2021:Influencing Yourself
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Mar 18 2021:Self-Insured Medical Expense Reimbursement Plans
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Mar 16 2021:Influence and Persuasion
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Mar 12 2021:Identifying your Sandbox
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Mar 10 2021:Investor Lead Gen
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Mar 8 2021:Qualified Small Business Stock - Tax Protected Investments
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Mar 6 2021:R&D Tax Credits for Manufacturing & Software Companies
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Mar 3 2021:Self-Directed IRA Accounts: How to Invest Tax Free Directly Into Private Equity & Real Estate Deals
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Mar 2 2021:Private Placement Life Insurance PPLI Wrapper Strategy for Direct Investment Tax-Efficiency
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Feb 26 2021:Real Estate Investment Tax Strategies
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Feb 24 2021:529 Plans | What Every Investor Needs to Know
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Feb 23 2021:4 Insights After Closing on Over 50 Investments
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Feb 19 2021:Raising Capital from Single Family Offices & Ultra-Wealthy Investors
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Feb 15 2021:Navigating the Three Trust Curves
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Feb 12 2021:Online Private Investor Club for income and Tax-efficient investments
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Feb 10 2021:3 Strategies for Success
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Feb 9 2021:Importance of Value Add, Printed Material Mailing
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Feb 5 2021:Family Office Tax Structures
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Feb 3 2021:Member Spotlight Interview with Toby Loftin from BP Capital Fund Advisors, LLC
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Feb 2 2021:Interview with a Member on Raising over $100M
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Jan 29 2021:Tax Interview: What is QBI? | Laura Theiss
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Jan 26 2021:14 Current Investor Mandates from Our Club
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Jan 25 2021:Member Spotlight Interview with William Atha from Morgan Stanley Wealth Management
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Jan 12 2021:Tax Strategies to Explore for 2021
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Dec 23 2020:Character is Fate in the Private Investor World
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Dec 21 2020:8 Insights from 54 Investors on Stage over 2 Days
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Dec 11 2020:15 Pandemic Investments Closed - 5 Quick Insights
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Dec 2 2020:Super Summit 2020 | Family Office Club
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Nov 14 2020:Investment Club Best Practices
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Nov 13 2020:3 Ways We Have Been Closing More Deals
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Nov 4 2020:Member Spotlight Interview with Bill Kimberlin from Reveal Networks
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Oct 26 2020:Member Spotlight Interview with Steve Cannon from WC Equity, LLC Commercial Real Estate Investments
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Oct 13 2020:Member Spotlight Interview with Cameron Sheehan from Addepar
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Sep 29 2020:Member Spotlight Interview with Jennifer Joyce & Wesley Yates from CREI Amplified
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Sep 24 2020:Member Spotlight Interview with Richard Berenson from Thermalin Inc.
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Sep 18 2020:Member Spotlight Interview with Mike Brumagin from Battle Monument Group
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Sep 16 2020:Member Spotlight Interview with Stephen Luongo from AIR Asset Management
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Sep 15 2020:Member Spotlight Interview with Leonard D. Way from The Beach Company
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Sep 4 2020:Alternative Investment, Real Estate, and Private Equity RIA Investor Mandate Interview
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Aug 29 2020:Investor Discussion Panel - Technology Investor Mandates - Feedback from Investors on Where Tech Allocations Are Going Now
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Aug 28 2020:Pitching Investors Via Email - Strategies, Live Feedback, and Examples
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Aug 28 2020:Community Bank & Commercial Real Estate Lender in Kansas City - Investor Mandate Interview
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Aug 28 2020:Member Spotlight Interview with Taylor Woods from Urban Commons
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Aug 28 2020:Member Spotlight Interview with Kristin Luck from ScaleHouse
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Aug 28 2020:Investor Discussion Panel - Insights & Strategies From Successful Investment Professionals Who Have Raised $10M+ Each
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Aug 28 2020:Member Spotlight Interview with Jean Meyer from Mainstar Trust
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Aug 21 2020:Community Bank CEO & SBA Lender Interview
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Aug 19 2020:Healthcare, Telemedicine & Distressed Real Estate Single Family Office Investor Mandate Interview
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Aug 17 2020:Early Seed Stage SaaS Company Investor Mandate Interview
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Aug 7 2020:Video Game, eGaming, Entertainment and Consumer Investor Mandate Interview
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Aug 5 2020:Mexico City Multi-Family Office Investor Mandate Interview
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Aug 4 2020:Military & Veteran Owned Small Business Investor Mandate Interview
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Aug 3 2020:Life Sciences Single Family Office Private Investor Mandate Interview
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Aug 3 2020:Monday Mandate 08/03
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Aug 1 2020:Member spotlight interview with Ed Carles from Cyvergenics Alliance
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Jul 31 2020:Member spotlight interview with Michael Flight from Liberty Real Estate Fund
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Jul 31 2020:Special Purpose Acquisition Vehicle (SPAC) Investment Firm Investor Mandate Interview
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Jul 29 2020:Chicago Based Angel Investor Association Head & Private Investor Mandate Interview
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Jul 28 2020:Re-Insurance Company Institutional Investor Mandate Interview
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Jul 27 2020:Publicly Traded SPAC Focused on Education & Training Investor Mandate Interview
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Jul 24 2020:Publicly Traded Cannabis & CBD Cultivation & Retail Investor Mandate Interview
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Jul 22 2020:Future of Work Technology Investing & HR Investments Investor Mandate Interview
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Jul 21 2020:Direct Private Equity Investments Investor Mandate Interview
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Jul 20 2020:Silicon Valley Angel Investment Club for Startups - Investor Mandate Interview
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Jul 20 2020:Monday Mandate 07/20
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Jul 17 2020:Member spotlight interview with Brandon Schwab from Shepherd Premier Senior Living
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Jul 17 2020:Global Small Business Private Investor Mandate Interview
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Jul 16 2020:Member spotlight interview with Robert H. Hutchins from Ellavoz Impact Capital
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Jul 15 2020:Multifamily Office Wealth Management Firm Investor Mandate Interview (Toronto, Canada)
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Jul 10 2020:Member spotlight interview with Paul Worceste from Simplifyy
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Jul 6 2020:Taking a Business Public - IPO Investor Mandate Interview
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Jul 2 2020:HNW Wealth Management Firm Investor Mandate Interview (Chicago)
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Jul 1 2020:Global Solar, Wind, and Renewable Energy Investor Mandate Interview
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Jun 29 2020:HNW Private Investor Mandate Interview - Investing in Direct Deals, Real Estate & Small Businesses
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Jun 26 2020:Real Estate Equity & Debt Co-GP Investment Mandate Interview
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Jun 25 2020:$1B+ Multifamily Office Serving Centimillionaire Clients - Investor Mandate Interview
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Jun 22 2020:Single Family Office & Direct Investment Investor Mandate Interview
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Jun 22 2020:Monday Mandate - June 22nd, 2020
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Jun 22 2020:Member spotlight interview with Benjamin Lyons from LYNK Capital LLC
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Jun 22 2020:Member spotlight interview with Cormac Kinney from Diamond Standard Co
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Jun 18 2020:HNW Private Investor Mandate Interview - Operating Businesses, healthcare & Pet Products
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Jun 17 2020:Debt, Fine Art, and Collateralized Investments Investor Mandate Interview
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Jun 16 2020:Ultra-Wealthy Private Investor & Merchant Bank Mandate Interview
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Jun 15 2020:Small Business & Yield Investor - Recently Liquid Private Investor Mandate Interview
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Jun 12 2020:Super Angel Investor Club / Association Investor Mandate Interview
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Jun 10 2020:Real Estate, Technology & Small Business Investments
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Jun 9 2020:15 Strategies to Leverage Investor Directories & Lists with Live Q&A
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Jun 9 2020:How to Get Started Raising Capital & Close Your First Investor
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Jun 9 2020:Investment Funds, Private Equity & Real Estate - Investor Mandate Interview
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Jun 8 2020:Monday Mandate 06/08
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Jun 8 2020:Private Equity, Lending, & Alternative Investment Investor Mandate Interview
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Jun 6 2020:Private Real Estate Investor Mandate Interview
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Jun 5 2020:Joint Venture & Co-GP Webinar - How to Close Deals with Peers & Partners in the Family Office Club
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Jun 5 2020:European Single Family Office Investor Mandate Interview
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Jun 4 2020:Healthcare & Life Sciences Private Investor Mandate Interview
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Jun 3 2020:Super Angel Investor Mandate Interview
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Jun 2 2020:Series A, B or C Venture Capital Investor Mandate Interview
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Jun 1 2020:Hemp & CBD Small Business Investor Mandate Interview
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May 28 2020:Investor Club - 4 Minute Update on Mandates & Closings on Deals
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May 26 2020:Member spotlight interview with Daniel Cohen from Cohen & Company
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May 22 2020:Family Office Club Interview with S.L. van der Zanden
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May 22 2020:Investor Discussion Panel on Covid-19 and Its Effect on Credit & Debt Investments: Public, Private and Structured.
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May 20 2020:Investment Mandate Update 05/20
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May 19 2020:Startup & Small Business Technology Investor Mandate Interview
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May 18 2020:Life Settlements Webinar Recording
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May 18 2020:Corporation Innovation & Corporate Venture Capital Investor Mandate Interview
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May 18 2020:Single Family Office Investor Mandate Interview - Focused on Alternatives, Banking, Private Equity & Real Estate
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May 18 2020:Global Private Equity Family Office Investor Mandate Interview - Focused on the Middle East, Europe, and United States
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May 14 2020:Member Spotlight Interview of Dan Hughes from Hughes & Company
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May 14 2020:Member Spotlight Interview of Pratik Sharma from Bridge Tower
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May 13 2020:Pre-Seed & Seed Technology Startup Investor Mandate Interview - Venture Capital Stage from New York City
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May 13 2020:Member Spotlight Interview of S.L. van der Zanden from CapRock Real Estate
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May 13 2020:Electric Vehicle & Real Estate Tech Investor Mandate Interview
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May 12 2020:Alternative Investment, Hedge Fund, & Exotic Investment Private Investor Mandate Interview
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May 11 2020:Series A & Early Stage Fintech, Software, and Technology Private Investor Mandate Interview
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May 11 2020:Monday Mandate 05/11
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May 7 2020:One-Liner Hot Seat Webinar - Live Feedback on Pitches
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May 6 2020:AdTech, Managed Health, HealthTech, and Seed Stage Angel Investor Mandate Interview
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May 6 2020:New York City Private Investor Mandate Interview
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May 6 2020:Member Spotlight Interview of Joseph Pastore from Platinum Eco Capital
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May 5 2020:Member Spotlight Interview of Mark Mrky from Life Insurance Settlements Inc
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May 4 2020:Member Spotlight Interview of Toby Potter from Global Integrity Finance
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May 2 2020:Member Spotlight Interview of Kris Coleman from Red Five Security
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May 2 2020:California Workforce & Student Housing Private Investor Mandate Interview
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Apr 28 2020:Joint Venture & Co-GP Webinar - How to Close Deals with Peers & Partners in the Family Office Club
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Apr 28 2020:California Workforce & Student Housing Private Investor Mandate Interview
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Apr 27 2020:Monday Mandate 04/27
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Apr 27 2020:Pension Funds & Single Family Offices Investor Mandate Interview
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Apr 27 2020:$7B+ Multi-Family Office, Private Equity, & Fund Manager Investor Mandate Interview
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Apr 27 2020:SaaS & Healthcare Investor Mandate Interview
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Apr 27 2020:Ultra-Wealthy Investor Q&A Webinar Recording
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Apr 27 2020:Venture Capital Technology Startup Investor Mandate Interview
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Apr 27 2020:Growth Capital, Tech, and Real Estate Family Office Investor Mandate
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Apr 23 2020:California Angel & Seed Investor Mandate Interview
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