Finding Your Intersections

Crowd Street Interviews DJ Van Keuren on Family Office Real Estate Investing

Release Date: 06/05/2022

Description: Welcome to "Crowdstreet interviews DJ Van Keuren on Family Office Real Estate Investing", the podcast that offers exclusive insights into the strategies and tactics employed by family offices in the realm of real estate.Join us as we sit down with DJ Van Keuren to explore the intricacies of family office investment approaches, focusing particularly on the real estate sector.From direct acquisitions to fund investments, we delve into the diverse range of opportunities available to family offices.Whether you're a seasoned investor, a family office professional, or simply curious about real estate investment, this podcast provides invaluable knowledge to inform your investment decisions.Tune in as we uncover the secrets to successful family office real estate investing.

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Private Investor & Family Office Resources

Release Date: 02/14/2023

Description: Send us a Text Message.We've helped create 200+ family offices through our 16+ years of resources offered to private investors in our community. Our tools are designed to guide anyone who's thinking about starting a family office in the right direction, from start to finish. --------------------The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.  To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.comMembership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com►Where to follow and listen to Richard:Twitter: https://Twitter.com/RichardCWilsonWebsite: http://www.FamilyOffices.comLinkedIn: https://www.Linkedin.com/in/singlefam...iTunes: https://itunes.apple.com/us/podcast/f...Products: http://FamilyOffices.com/wp-content/u...Facebook: https://www.Facebook.com/Family-Offic...Trainings: https://www.InvestmentCertifications.comBootcamps: http://FamilyOffices.com/CapitalFamily Offices Summits: http://FamilyOffices.com/:Family Office Jobs:http://FamilyOfficejobs.com/

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What are family offices' wealth managers seeking next?

Release Date: 07/13/2024

Description: Send us a Text Message.In this insightful panel discussion hosted by the Family Office Club and Richard C. Wilson, experts in the field delve into their respective areas of expertise within the investment space. Topics include a focus on alternative investments such as private equity, venture capital, real assets, and private credit. The panelists, each representing different perspectives within the family office realm, discuss strategies and insights tailored for first-generation wealth builders, business owners, and entertainers seeking robust financial planning and advisory services.-------------------- Watch the youtube video here https://youtu.be/4T0BpwFhRvo Welcome to the "Private Investor Club - 7,500 Investors. Subscribe now to hear what our 7,500+ investors are allocating to and stay on top of trends related to structuring and closing deals.Our 17-year-old investor club, the Family Office Club, has 25 team members, and 12 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.  To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download at https://lp.FamilyOffices.com/book https://CapitalRaising.com To date, our podcast and YouTube content has been downloaded over 5 million times.  Please subscribe to this channel as well as our Family Office Podcast so you do not miss our most popular mini-series content https://www.youtube.com/@FamilyOfficeClub

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How to Win Over Ultra-Wealthy Private Investors by Building Credibility

Release Date: 04/24/2024

Description: Send us a Text Message.Building trust and credibility is crucial when it comes to working with large family offices and private investors. In this exclusive panel discussion at our family office club event, we ask our speakers about their proven strategies and actionable insights.From crafting compelling narratives to showcasing expertise and reliability, you will learn about some of the best practices and strategies for elevating your credibility and securing lucrative investment opportunities. ------------------------------------Welcome to the "Private Investor Club - 7,500 Investors. Subscribe now to hear what our 7,500+ investors are allocating to and stay on top of trends related to structuring and closing deals.Our 17-year-old investor club, the Family Office Club, has 25 team members, and 12 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.  To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.com

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Family Office Insights Video PodCast

Release Date: 04/30/2021

Authors: ARTHUR ANDREW BAVELAS

Description: WHAT IS FAMILY OFFICE INSIGHTS?Private Is Power – Family Office Insights is a private invitation only, collaborative peer-to-peer community of single family offices, qualified investors and institutional investors.WHY FAMILY OFFICE INSIGHTS?RADICAL TRANSPARENCYEVERYONE HAS AN AGENDA“Where one stands, often depends on where one sits”Family Office Insights agenda: to grow a well curated like-minded investor community that seeks to help protect, expand, and nurture wealth for multiple generations.Family office insights revenues are strictly from presenters who pay a flat fee to present to the community or subscription fee to maintain updated offering data.A safe environment to explore opportunitiesA safe place to meet other like-minded peersNo Community FeesNo Success FeesNo PressureAs a Community Participant You Are Welcome to Enjoy:Exclusive Community Opportunity Gathering Invitations“Opt-In” Interest ProfilePeer-To-Peer Gatherings & Private NetworkingCo-Investment Op

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The Investor by AfriKnowledgeBase

Release Date: 09/25/2020

Authors: AfriKnowledgeBank

Description: The Investor by AfriKnowledgeBank brings you insights on investment opportunities in Africa.

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Rosedale Family Office Podcast

Release Date: 01/03/2022

Authors: Rosedale Family Office

Description: Every week, Noah Djurfeldt and Rocky Bellotti, partners at the Rosedale Family Office, discuss wealth, investments, tax and much more. Information contained herein is provided for information purposes only. Information does not provide financial, legal, tax or investment advice. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Wellington-Altus Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. © 2021, Wellington-Altus Private Wealth Inc.

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Definitely Uncertain: The Private Wealth Podcast

Release Date: 09/05/2020

Authors: Goldrock Capital

Description: How can wealthy investors make better investments and wiser financial decisions? On this podcast we look at the big investment trends, how to allocate private wealth, tools for multi-generational planning, philanthropy and a range of other issues unique to high net worth families.We interview leading investment managers, high net worth individuals and private wealth advisors. Brought to you by Goldrock Capital, a multi-family office.

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Investing Insights for the Modern Investor

Release Date: 08/12/2020

Authors: 3Summit Investment Management

Description: Welcome to Investing Insights for the Modern Investor, a quarterly podcast to help you become a better investor so that you can grow and protect your wealth. I cover investment topics including portfolio design, cutting edge investment strategies, risk management, personal finance and any topic relevant to creating better long-term investing results. For more information about 3Summit Investment Management and to subscribe to Investing Insights please go to our website at www.3Summit.com.

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Dakota Live! Allocator Interview Series

Release Date: 03/31/2021

Authors: Dakota.com

Description: Dakota Live! is a show about the institutional investment industry. Each week the show profiles and interviews leading investment allocators at private banks, institutional consultants, family offices, public pension funds, foundations and endowments, andleading broker dealers. The show is built for salespeople who raise money for investment firms with strategies in the following asset classes: equities and fixed income, private equity, private real estate, private credit and hedge funds. Dakota Live! is packed with insights on how to access key platforms and pools of capital across the U.S.

Explicit: No

Avenue Insights

Release Date: 09/04/2020

Authors: Avenue Investment Management

Description: Avenue Insights is a podcast focused on discussing important topics in the world of investing and markets for Canadian investors. Based in Toronto, Avenue Investment Management is an independent private client investment manager.

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Jennifer Cheng Lo

Release Date: 09/13/2021

Authors: Jennifer Cheng Lo

Description: Jennifer Cheng Lo, (JenniferChengLo.com) has many roles as a Serial Exited Entrepreneur, Investor for her Family Office (NewChicCapital.com), Creator of Content and Community Platform JennClub (JennClub.com), Speaker, Writer, Concert Pianist, Actress, and Model. In this podcast series, Jennifer and her guests discuss Impact, Impact Investment, Impact Entrepreneurship, Empowering Women and NexGen, Lifestyle, Luxury, Fashion, Beauty, Wellness, and more.

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Onward, a Fundrise Production

Release Date: 12/13/2021

Authors: Fundrise

Description: Onward is a podcast from America's largest direct-to-investor alternative asset investment platform, Fundrise. Onward offers unique insights and perspectives from company co-founder and CEO Ben Miller and guests.

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Investing Insights for the Modern Investor

Release Date: 04/06/2021

Authors: Dan Irvine

Description: Welcome to Investing Insights for the Modern Investor, a quarterly podcast to help you become a better investor so that you can grow and protect your wealth. I cover investment topics including portfolio design, cutting edge investment strategies, risk management, personal finance and any topic relevant to creating better long-term investing results. This podcast is a companion to the 3Summit Investment Management quarterly Investing Insight Newsletter. For more information about 3Summit Investment Management and to subscribe to Investing Insights please go to our website at https://3Summit.com.

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The Passive Investor Show

Release Date: 09/24/2020

Authors: John Fortes

Description: The Passive Investor Show where John Fortes brings you real success stories and insights from the most successful real estate investment firms and leading industry consultants about the fundamentals of private passive investing. The show was designed to help working professionals understand that they don’t have to create another job to create another stream of income. Get a glimpse of what it's like behind the scenes building a successful real estate investment business and how entrepreneurial real estate investors unavoidable highs and lows of a growing firm.If you're a new real estate investment firm looking to get started or an experienced firm who's hit a wall, The Passive Investor Show is here to give you the insights and action steps to break through and reach the level of success you strive to achieve. For private investors, we all understand real estate but not all of us want to be landlords, so we created the audio experience for the passive investor so they can understa

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