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What Are the “Jobs To Be Done” of an Investment Manager?

Most money managers think their main job is generating alpha, but they are wrong. We discuss the real "job to be done" of an investment manager. If you ever studied disruptive innovation formally, you know the pattern. In many industries, low-end disruptors take hold at the bottom of the market [...continue reading]

Exclusive webinar with ex-President of one of the largest family holding companies

DC Finance is one of the oldest and largest family office networks. They are hosting Greg Weyerhaeuser Piasecki, former President of one of America's largest family holding companies, for a virtual interview with me, Tuesday, October 26, 11:00 am ET. (This is immediately before their East Coast [...continue reading]

How do you attract family offices and other large investors to your direct investing platform?

One of the best business models ever is creating a marketplace between investors and investment opportunities. However, the challenge with this two-sided market is: how do you get the investors to show up? It’s hard enough to get the retail investors, but the family offices and other large check [...continue reading]

11 Ideas to Organize an Event Family Offices Want to Attend

Lots of event planners and anyone raising capital want to attract family offices. But how?   I’ve identified a range of best practices that I’ve seen other organizations use in serving the family office community, in roughly declining order of impact: 1. Advertise that the event is strictly [...continue reading]

Family Office Association interview: VC and Disruption of the Investment Management Industry

Angelo Robles, CEO of the Family Office Association, just posted a video interview with me on "Venture Capital and Disruption of the Investment Management Industry". I've written more on the topic here. [...continue reading]