Family Office Podcast - Private Investor & Investment Insights
678 episodes - English - Latest episode: 5 days ago -The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights.
Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth.
We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and innovative structures such as performance-fee only and Co-GP investment opportunities.
The Family Office Club has over 4,000 registered investors and our online investor community has over 450 recorded investor mandates, with a normal 15 live events hosted a year with 6,500 participants at those live events.
To learn more please visit http://FamilyOffices.com or call (305) 503-9077 Investors can access our deal flow at HTTP://InvestorClub.com and HTTP://DoctorsInvestorClub.com
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Episodes
Member Spotlight Interview with Richard Berenson from Thermalin Inc.
September 24, 2020 16:00 - 13 minutes - 9.54 MBMember Spotlight Interview with Mike Brumagin from Battle Monument Group
September 18, 2020 19:00 - 12 minutes - 8.33 MBMember Spotlight Interview with Stephen Luongo from AIR Asset Management
September 16, 2020 23:00 - 16 minutes - 11.1 MBMember Spotlight Interview with Leonard D. Way from The Beach Company
September 15, 2020 00:00 - 11 minutes - 7.7 MBMember Spotlight Interview with Leonard D. Way from The Beach Company
September 15, 2020 00:00 - 11 minutes - 7.7 MBAlternative Investment, Real Estate, and Private Equity RIA Investor Mandate Interview
September 04, 2020 16:00 - 10 minutes - 7.6 MBInvestor Discussion Panel - Technology Investor Mandates - Feedback from Investors on Where Tech Allocations Are Going Now
August 29, 2020 02:00 - 58 minutes - 40 MBMember Spotlight Interview with Kristin Luck from ScaleHouse
August 28, 2020 18:00 - 10 minutes - 7.56 MBPitching Investors Via Email - Strategies, Live Feedback, and Examples
August 28, 2020 18:00 - 33 minutes - 23.2 MBMember Spotlight Interview with Kristin Luck from ScaleHouse Consulting
August 28, 2020 18:00 - 10 minutes - 7.56 MBMember Spotlight Interview with Taylor Woods from Urban Commons
August 28, 2020 18:00 - 15 minutes - 10.5 MBCommunity Bank & Commercial Real Estate Lender in Kansas City - Investor Mandate Interview
August 28, 2020 18:00 - 8 minutes - 5.6 MBInvestor Discussion Panel - Insights & Strategies From Successful Investment Professionals Who Have Raised $10M+ Each
August 28, 2020 17:00 - 1 hour - 42.9 MBMember Spotlight Interview with Jean Meyer from Mainstar Trust
August 28, 2020 16:00 - 11 minutes - 7.67 MBCommunity Bank CEO & SBA Lender Interview
August 21, 2020 04:00 - 5 minutes - 4.16 MBHealthcare, Telemedicine & Distressed Real Estate Single Family Office Investor Mandate Interview
August 19, 2020 13:00 - 8 minutes - 5.91 MBEarly Seed Stage SaaS Company Investor Mandate Interview
August 17, 2020 13:00 - 4 minutes - 2.84 MBVideo Game, eGaming, Entertainment and Consumer Investor Mandate Interview
August 07, 2020 18:00 - 12 minutes - 8.38 MBMexico City Multi-Family Office Investor Mandate Interview
August 05, 2020 21:00 - 5 minutes - 3.88 MBMilitary & Veteran Owned Small Business Investor Mandate Interview
August 04, 2020 16:00 - 8 minutes - 5.8 MBLife Sciences Single Family Office Private Investor Mandate Interview
August 03, 2020 23:00 - 4 minutes - 3.44 MBMonday Mandate 08/03
August 03, 2020 15:00 - 3 minutes - 2.21 MBMember spotlight interview with Bill Kimberlin from Reveal Networks
August 01, 2020 00:00 - 12 minutes - 8.69 MBMember spotlight interview with Ed Carles from Cyvergenics Alliance
August 01, 2020 00:00 - 22 minutes - 15.6 MBMember spotlight interview with Michael Flight from Liberty Real Estate Fund
July 31, 2020 16:00 - 12 minutes - 8.97 MBSpecial Purpose Acquisition Vehicle (SPAC) Investment Firm Investor Mandate Interview
July 31, 2020 13:00 - 9 minutes - 6.57 MBChicago Based Angel Investor Association Head & Private Investor Mandate Interview
July 29, 2020 13:00 - 6 minutes - 4.48 MBRe-Insurance Company Institutional Investor Mandate Interview
July 28, 2020 13:00 - 7 minutes - 5.19 MBPublicly Traded SPAC Focused on Education & Training Investor Mandate Interview
July 27, 2020 13:00 - 5 minutes - 3.72 MBPublicly Traded Cannabis & CBD Cultivation & Retail Investor Mandate Interview
July 24, 2020 13:00 - 4 minutes - 3.3 MBFuture of Work Technology Investing & HR Investments Investor Mandate Interview
July 22, 2020 13:00 - 5 minutes - 3.62 MBDirect Private Equity Investments Investor Mandate Interview
July 21, 2020 13:00 - 8 minutes - 6.2 MBSilicon Valley Angel Investment Club for Startups - Investor Mandate Interview
July 20, 2020 13:00 - 7 minutes - 5.2 MBMonday Mandate 07/20
July 20, 2020 11:00 - 1 minute - 1.32 MBMember spotlight interview with Brandon Schwab from Shepherd Premier Senior Living
July 17, 2020 18:00 - 24 minutes - 17 MBBrandon Schwab founded BoutiqueSeniorLivingFund.com after 5 years of operating Shepherd Premier Senior Living, a boutique senior living style homes with 10-16 assisted living beds per home. He realized the biggest limiting factor to helping more seniors and expansion is access to capital. Brandon Schwab has been an entrepreneur since he was 15 (now 38) with 4 years of real estate wholesaling and built rental portfolio of 23 homes from 2010 to 2014. After visiting father in law in near Tampa ...
Global Small Business Private Investor Mandate Interview
July 17, 2020 13:00 - 6 minutes - 4.26 MBMember spotlight interview with Robert H. Hutchins from Ellavoz Impact Capital
July 16, 2020 01:00 - 19 minutes - 13.4 MBMultifamily Office Wealth Management Firm Investor Mandate Interview (Toronto, Canada)
July 15, 2020 13:00 - 10 minutes - 7.28 MBMember spotlight interview with Paul Worceste from Simplifyy
July 10, 2020 18:00 - 12 minutes - 8.4 MBSimplifyy, Simplifyy is the first modern approach to multifamily property management. By combining people and software in one easy solution, we eliminate waste and help owners make more and stress less, guaranteed Paul is a serial real estate entrepreneur with over a decade of experience. Having syndicated 4,000 apartment units, Paul's expertise in real estate investing spans from fundraising to property management. Paul co-founded Simplifyy, a modern approach to property management, to hel...
Taking a Business Public - IPO Investor Mandate Interview
July 06, 2020 13:00 - 5 minutes - 3.87 MBHNW Wealth Management Firm Investor Mandate Interview (Chicago)
July 02, 2020 20:00 - 5 minutes - 3.48 MBGlobal Solar, Wind, and Renewable Energy Investor Mandate Interview
July 01, 2020 13:00 - 5 minutes - 4.06 MBHNW Private Investor Mandate Interview - Investing in Direct Deals, Real Estate & Small Businesses
June 29, 2020 13:00 - 11 minutes - 8.01 MBReal Estate Equity & Debt Co-GP Investment Mandate Interview
June 26, 2020 13:00 - 8 minutes - 5.62 MBReal Estate Equity & Debt Co-GP Investment Mandate Interview
June 26, 2020 13:00 - 8 minutes - 5.62 MB$1B+ Multifamily Office Serving Centimillionaire Clients - Investor Mandate Interview
June 25, 2020 13:00 - 13 minutes - 9.37 MBSingle Family Office & Direct Investment Investor Mandate Interview
June 22, 2020 18:00 - 4 minutes - 3.27 MBMember spotlight interview with Cormac Kinney from Diamond Standard Co
June 22, 2020 12:00 - 12 minutes - 8.56 MBSoftware 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 block...
Monday Mandate - June 22nd, 2020
June 22, 2020 12:00 - 6 minutes - 4.6 MBMember spotlight interview with Benjamin Lyons from LYNK Capital LLC
June 22, 2020 12:00 - 17 minutes - 12.4 MBMr. 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 inve...