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E85: Raising $6 Billion in Institutional Capital - Mikhail Blancovitch

How I Invest with David Weisburd

CHAPTER

The Evolution of Fundraising Relationships

This chapter examines the vital role of personal relationships in fundraising, emphasizing the shift from traditional in-person to virtual engagements in a post-COVID world. It discusses how face-to-face interactions are essential for building trust with investors and outlines strategies for effectively pitching to different types of capital pools. The conversation also touches on the impending wealth transfer from Baby Boomers to younger generations, highlighting the need for tailored financial services to meet new investment goals.

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