Letter to a Friend Who May Start a New Investment Firm | Graham Duncan research

Graham Duncan from East Rock Capital is so generous that wrote a letter to his friend who was considering starting an investment company.Why listen to Graham:- Started his fund at 31 years old- Today $2B in aum- Manages the capital of five families"Letter to a friend who may start a new investment platform"Show notes:00:00:00 - Intro00:04:50 - When everything is uncertain, are you okay with it?00:06:41 - Building a fund can even lead to divorce as risks compound00:08:12 - Life is too short to be paralyzed by the threat of a mixed reference00:12:48 - Make sure the older members of the team are capable of truly believing in you00:19:14 - A concept of “going into the cave” — spending time alone for several weeks with a blank sheet of paper00:23:48 - Make sure to call me: my partners and I would love to provide the “gas”Follow Mikk/PrivatEquityGuy on Twitter: ⁠⁠⁠https://x.com/PrivatEquityGuy⁠⁠⁠Graham on Twitter: ⁠⁠⁠https://x.com/GrahamDuncanNYCThis podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.