ALO23: Behind the Scenes of a High Net Worth Investor ft. Tad Fallows
Top Traders Unplugged
Navigating Investment Preferences of High Net Worth Individuals
Exploring the investment inclinations of high net worth individuals towards angel investing, venture capital, and cryptocurrencies, alongside insights on portfolio diversification and macroeconomic considerations.
In this episode, Tad Fallows, Founder of Long Angle, a community for high-net-worth and ultra-high-net-worth investors, joins Alan Dunne for a fascinating chat on how they approach asset allocation and find niche investment opportunities. Tad speaks about the typical risk appetite of his co-investors, highlighting how age and generation of wealth shape the risk profile of members. He talks about investments in private equity, alternative assets, and their investment strategies in the shifting macro landscape. Tad highlights why hedge funds may seem less appealing to them but why he has a lot of interest in trend following. He also speaks to some of the more esoteric investments his group makes such as whiskey aging, and talks about their crypto exposure. Finally, he highlights the importance of intuition and high conviction when making investment deals.
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Episode TimeStamps:
02:34 - Introduction to Tad Fallows
12:38 - The risk appetite of Long Angle investors
15:45 - What defines the Long Angle community?
19:52 - Why not the traditional route?
23:14 - How are they allocated?
27:20 - How they incorporate private equity in their portfolio
35:02 - How much of their returns are resilient to changes in global macro?
40:18 - Micro or macro?
45:08 - Taking advantage of inefficiencies in markets
47:04 - Why are they staying away from hedge funds?
49:32 - Why are they using trend following?
52:24 - Their thoughts on crypto
56:29 - Generating ideas and finding priorities
01:01:29 - Advice for other investors
01:07:05 - Thanks for listening
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