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Recorded live at the Beverly Hills Investor Club Summit, this episode reveals how top investors, family offices, and private equity leaders source deals without relying on traditional brokers — and where they find value others overlook.
Discover how AI, relationships, and reputation all play a role in unlocking exclusive investment opportunities. Learn what separates elite dealmakers from the rest and how they consistently identify high-value assets others miss.
💡 Topics Covered:
Why top investors rarely rely on brokers
The power of relationships vs. cold deal flow
How to position yourself to receive off-market opportunities
Building long-term partnerships that create trust and wealth
Finding “broken deals” and turning them into profit
Why communication and authenticity still beat automation in investing
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Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights