HoldCo Builders How I Semi-Retired at 28 as a Family Office Investor | Akshay Ramachandran Interview
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Jul 4, 2023 Akshay Ramachandran, a semi-retired investor in his 20s, shares insights from his journey in the finance world. He discusses the art of creating impactful investor decks, revealing that many fall short in clarity and engagement. Akshay also dives into the importance of trusting management teams and how it can affect investment outcomes, even leading to surprising scenarios. His passion for education and travel shines through, as he emphasizes continuous learning and mentorship in navigating the complex finance landscape.
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Akshay’s Family Office Experience
- Akshay Ramachandran left Wall Street banking to work in a family office for a role focused more on analysis and less on deliverables.
- His job was mostly reading, thinking, and analyzing businesses, not day-to-day market monitoring or creating presentations.
Speak The Investor’s Language
- Answer six fundamental questions for any business or investment clearly and completely to communicate effectively.
- Avoid professional jargon and focus on clarity that even non-experts can understand.
Investor Decks Signal Management Quality
- Investor decks reveal how management thinks and reflect the clarity of their thought process.
- Good decks and reports signal organizational quality beyond just providing information.
