Matt Farrell, Senior Investment Manager at WE Family Offices, sits down with David Weisburd to discuss how families with $50M-$1B+ invest their capital. They also cover balancing risk tolerance and liquidity needs, where alpha is in the market today, and characteristics of an ideal private fund manager.
(0:00) Introduction and overview of We Family Office
(1:01) Description of We Family Office services and typical client profile
(2:44) Fee structure, advisory approach, and client portfolio strategies
(5:30) Risk tolerance, liquidity needs, and behavioral finance in family offices
(8:00) Benefits of illiquidity and investment strategies for ultra high net worth families
(11:43) Alpha generation in fixed income, private credit, and venture capital
(18:14) Manager selection and characteristics for private funds and venture investments
(21:14) Podcast announcements and call to action
(21:34) Non-economic reasons and managing co-investments in private equity
(23:37) Value add in venture capital and the process of referencing managers
(27:03) Final thoughts and personal insights from Matt Farrell
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