An ever-growing number of family offices want to invest into private tech companies. They’re usually motivated by a combination of financial returns, a search for strategic benefits with their core operating business, and passion about tech. But how should they go about it?...
[Continue Reading]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 and then work up to...
[Continue Reading]Interview: Greg Weyerhaeuser Piasecki, ex-President, Rock Island Company, family holding company
DC Finance is one of the oldest and largest family office networks. They hosted Greg Weyerhaeuser Piasecki, former President of one of America’s largest family holding companies, and one of my LPs, for a virtual interview with me, Tuesday, October 26, for Accredited Investors only. This is a rare opportunity to learn more about...
[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 writers are even more challenging. I’ve...
[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 gated to family offices, and detail how you...
[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”....
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