Managing Generational Wealth: Inside DFE Capital with Terence Thompson, CFA

In this episode, Terence Thompson shares his path from Air Force officer to investment leader at a multi-billion-dollar single family office in Arizona. He opens up about lessons learned across institutional and family office investing, his personal motivations, and the balance between wealth creation, preservation, and purpose. A must-listen for anyone curious about private capital management, career development, or the role of investing in community impact.      Key Discussions in This Episode:   00:00 – Intro & Terence's Background  03:54 – Discovering Investing Through ROTC & the 2008 Crisis  05:42 – Military Service & Transition to Finance  09:03 – Blue Cross Blue Shield & Early Investment Lessons  12:23 – CFA Program & Curriculum Evolution  17:39 – Joining DFE Capital Management  19:14 – Institutional vs. Family Office Investing  22:06 – Portfolio Strategy & Real Estate Exposure  26:58 – Digital Infrastructure & AI Themes  28:25 – Manager Selection, Structure, & Alignment  33:15 – Engaging the Family in Investment Decisions  35:51 – Career Advice & Lessons from the Field  46:20 – Why Arizona? Personal Reflections  50:13 – Closing Thoughts & Legacy Investing      Links:   Terence Thompson on Linkedin: https://www.linkedin.com/in/terencemthompson  Nathan Erickson on LinkedIn: https://www.linkedin.com/in/nathanferickson/