
How to Get Insanely Lucky When Raising Capital | Daniel Pi Interview
HoldCo Builders
00:00
The Evolution of Wealth Management and Investor Behavior
This chapter explores the institutionalization of wealth management groups and family offices, driven by the asset accumulation of baby boomers. It also examines the shift in investor behavior towards direct investments in equities and alternative assets, highlighting a growing appetite for diverse capital opportunities.
Transcript
Play full episode