On Episode 48 of the Family Business Audiocast, R. Adam Smith welcomes Roger Vincent, founder and Chief Investment Officer of Summation Capital, a new investment firm delivering endowment-style access to private equity for family wealth offices, multi-generational family businesses, and mission-driven investors. With decades of experience in private markets, Roger previously led Cornell University's $10 billion private equity portfolio, earning top-quartile performance through deep partnerships with leading GPs. In this episode, Roger unpacks the philosophy behind Summation — how he brings institutional discipline to family enterprises and family offices seeking long-term returns that preserve and grow family wealth across generations. He shares insights on alpha generation, strategic alignment, and why culture and human capital sit at the heart of private equity success for family businesses and multi-generational family enterprises alike.
Family Business Audiocast