Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights

Send us a textWelcome back to our podcast! In this episode, we’re at our live event in New York, featuring a captivating interview with Zach Triner, a pro athlete who shares his unique journey from aspiring NFL player to seasoned professional.Join us as Zach reflects on his early dreams, the challenges he faced along the way, and the pivotal moments that kept him pushing forward, even in the face of rejection. He discusses his time at Fidelity Investments, the importance of setting personal goals, and how he navigated the transition from sports to the finance world.Zach also offers invaluable advice for athletes looking to transition after their playing days, emphasizing the importance of building networks, exploring interests outside of sports, and staying proactive in their career development.Whether you’re an aspiring athlete or someone looking for inspiration to pursue your dreams, this interview is packed with insights on perseverance, passion, and the power of comparison as a tool for growth.Don’t forget to like, comment, and subscribe for more interviews and motivational content!Timestamps:  00:00 - Introduction00:23 - Zach's Background in Sports and Finance01:49 - Overcoming Rejection: Staying Motivated03:59 - Setting Personal Goals and "North Stars"05:10 - Transitioning After Sports: Advice for Athletes09:32 - Competing and Learning from Others10:15 - Final Thoughts and Closing Remarks  #ProAthlete #Motivation #CareerTransition #NFL #Finance #Inspiration 

Send us a textIn this video, at one of our investor panels at the Family Office Club event, One of our speakers dives into the 5 P Method, a powerful framework for evaluating investment funds and managers. We'll break down each component:- People: Who are the individuals behind the fund? What are their backgrounds? Are the right people in the right roles at the right time?- Processes: What processes are in place for selecting and managing investments? Are these processes documented and consistently followed?- Performance: What has the fund's performance been like? Is it understandable and repeatable? We’ll discuss how to assess the metrics that matter.- Plans: What are the future plans for the fund? Are the strategies realistic and aligned with investment goals?- Platforms: What technology and platforms are being utilized to manage the business? Are they efficient, or is the fund relying on outdated methods like Excel?---------------------------------------------- Watch the Youtube video : https://youtu.be/B0EuFbhll88 

Send us a textIn this panel discussion, experts from the family office investment world share valuable insights on the importance of relationship-building in the industry. Hear from thought leaders as they discuss key advice for those looking to co-invest, collaborate on joint ventures, or scale their family office operations.Learn powerful takeaways, including:- Why family offices should leverage their unique advantages.- The importance of maintaining a long-term investment perspective.- How simplicity in deal structures can help avoid costly mistakes.- The power of collaboration in growing your assets under management.If you're interested in building relationships with family offices, or want to hear lessons from seasoned investors, this session is packed with actionable tips and real-world advice.🔔 Don't forget to like, subscribe, and hit the notification bell for more investment insights!#FamilyOffice #Investing #Relationships #PrivateInvesting #CoGP #JointVentures #AUM #InvestmentAdvice

Send us a textIn this insightful panel discussion, industry experts dive into the disruptive impact of AI and its influence on jobs and investments. The conversation starts with a focus on how AI, especially generative models like ChatGPT, is transforming knowledge-based jobs. The panelists explore the idea that while AI is quickly mastering technical tasks, it still lacks the judgment required for complex decision-making, like investment choices.The discussion highlights the broader implications for the workforce, especially for younger generations entering technical fields. As automation becomes more widespread, it will replace certain tasks but also create new opportunities in managing and maintaining these technologies. The panelists address the ongoing evolution of AI and automation across industries and how businesses are navigating this new landscape.Tune in to hear more about the future of AI, its potential to reshape industries, and what it means for the global workforce.#AI #Automation #ChatGPT #FutureOfWork #Investments #Technology #AutomationJobs #TechDisruption #FutureOfAI

Send us a textIn this insightful discussion, we explore the role of ESG (Environmental, Social, and Governance) in family office investments and governance. The conversation covers key questions on whether ESG adoption is a smart, sustainable business strategy, and how family offices are building governance frameworks around this focus.Our speakers share their deep commitment to ESG, particularly in venture investing, with a significant focus on climate-related initiatives. They highlight the importance of inclusion in hiring practices and how diversity is tied to compensation, ensuring meaningful action and outcomes.Tune in to learn how these leaders are integrating ESG into the core of their investment strategies and family office governance for long-term success.#ESG #FamilyOffice #SustainableInvesting #ImpactInvesting #Governance #Inclusion #ClimateChange #VentureInvesting #BusinessStrategy #LongTermInvestments #DiversityInHiring 

Send us a textEver wondered about the risks and future of cryptocurrency? In this episode, we explore a unique perspective on why some investors steer clear of the crypto craze. Discover why central banks could shut down the entire market, how one lucky investment in Chainlink turned into a $400 million return, and why traditional assets might offer more stability in the long run. Get insights on cryptocurrency's volatility and its uncertain future, straight from a seasoned investor.#Cryptocurrency #CryptoRisk #Blockchain #CryptoFuture #Bitcoin #CryptoInvesting #Investing #FinancialFreedom #WealthManagement #AssetManagement #InvestmentStrategies #CryptoPodcast #FinancePodcast #InvestingPodcast

Send us a textIn this exclusive interview, Dr. Robert Cialdini, a leading expert in the psychology of influence and persuasion, shares invaluable insights on navigating the complexities of communication in today's world, particularly in the context of artificial intelligence and trust.Join us as Dr. Cialdini and Richard C. Wilson discuss:00:09 - Introduction of Dr. Robert Cialdini01:09 - Engaging High Net Worth Individuals02:14 - Successful Individuals and Influence04:58 - Example of Selling Popcorn07:57 - Making Goals Public for Accountability08:52 - The Impact of AI on Trust14:46 - The Principle of Reciprocity16:06 - The Importance of Liking18:20 - Preparing a Persuasive Pitch Deck20:07 - Finding Commonalities for Connection21:01 - The Importance of Ethical Reputation22:31 - Common Mistakes in Investment Pitches23:23 - The Importance of Context in Influence Principles25:33 - Introduction to the Cialdini InstituteThis conversation offers practical strategies for effectively influencing others while maintaining ethical integrity. Whether you’re looking to enhance your investment pitches or improve your overall communication skills, Dr. Cialdini’s principles will provide the tools you need to succeed.Don’t forget to like, share, and subscribe for more insights on influence and persuasion!#Influence #Persuasion #Cialdini---------------------------------------------------------------------------------- hope you are enjoying the Centimillionaire Strategies YouTube Channel produced by our investor club, the Family Office Club.We use this channel to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively.If you are looking to grow your business, get sharper at investing, and scale you are in the right place.Our 17-year-old investor club, the Family Office Club, has 25 team members, and 15+ million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download at https://familyoffices.com/book/https://CapitalRaising.comTo date, our podcast and YouTube content has been downloaded over 5 million times.  Please subscribe to this channel as well as our Family Office Podcast so you do not miss our most popular mini-series content https://www.youtube.com/@familyofficeclubI hope you love watching my videos Subscribe to this channel for the latest video.Have a nice day!

Send us a textJoin us in this powerful episode of our Pro Athlete Interview Series as we explore personal growth, community impact, and overcoming rejections with a remarkable athlete who faced over 850 rejections.Discover the 5 key steps this pro athlete used to craft a vision and turn rejection into fuel for success. Get inspired by his athletic journey and learn how he harnessed resilience to shape his future, despite being turned down by 850+ Division 1 colleges and 10,000 scouts.Brought to you by the Family Office Club, this interview delves into his life as a third-generation pro athlete. Some of the key moments include:Growing up surrounded by sports legends like the New England Patriots and Boston Bruins.Beating the odds to walk on as a linebacker at the University of Maryland.Developing a clear vision with actionable steps for success.This athlete shares insights on resilience, visualization techniques, and maintaining a strong mindset through adversity. Whether you’re an aspiring athlete or looking for motivation in any field, this interview is packed with lessons on perseverance, self-mastery, and crafting your unique path to greatness.#AthleteJourney #OvercomingAdversity #MindsetMatters #5KeySteps #ProAthleteInterviewSeries-------------------------------------------------------Inside the Minds of Business Champions: Pro Athletes Unveil the Secrets of Top .1% Performers.Welcome to the Pro Athlete Interview Series, where we delve into the minds and stories of sports legends from around the globe! This series will provide you with rare insights into their journeys, triumphs, and the secrets behind their success. Whether you're a die-hard fan, an aspiring athlete, or simply curious about the inner workings of greatness, this series promises to deliver compelling interviews that will ignite your passion and fuel your drive.Start watching now and connect with the stars of the game like never before. Subscribe now and dive into the Pro Athlete Interview Series for an unforgettable journey through the hearts and minds of sporting legends!-----------------------------------I hope you are enjoying the Family Office Podcast produced by our investor club, the Family Office Club.We use this podcast to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively.If you are looking to grow your business, get sharper at investing and scale you are in the right place.Our 17-year-old investor club, the Family Office Club, has 25 team members, and 15 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download at https://familyoffices.com/book/https://CapitalRaising.com

Send us a textJoin us as we dive into the investment strategies of billion-dollar investors and how they navigate risk in today’s volatile market. This video explores essential topics like assessing risk tolerance, identifying high-quality sectors, and capitalizing on economic opportunities. Discover insights on macroeconomic factors that influence investment decisions, including interest rates, inflation, and geopolitical risks. Whether you’re a seasoned investor or just starting, learn how to build a resilient portfolio and prepare for market fluctuations. Don’t miss these valuable strategies for managing risk and maximizing returns!#Investmentstrategies #RiskManagement #MarketVolatility------------------I hope you are enjoying the Family Office Podcast produced by our investor club, the Family Office Club.We use this podcast to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively.If you are looking to grow your business, get sharper at investing and scale you are in the right place.Our 17-year-old investor club, the Family Office Club, has 25 team members, and 15 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download at https://familyoffices.com/book/https://CapitalRaising.com

Send us a textIn this video, we dive into effective time management strategies tailored specifically for investors. Discover the Top Three Priorities that dominate the calendars of successful investors. We'll explore how to allocate your time effectively, focusing on crucial activities such as managing legal agreements, addressing existing portfolio challenges, and seeking out new investment opportunities.Learn how mentoring your team can enhance productivity, and find out why industry connections and continual education are key to making informed investment decisions. If you're looking to optimize your time as an investor and gain insights into managing your calendar, this video is for you!Join the conversation and share what takes up most of your time in investing. Are you focusing on legal matters, portfolio management, or exploring new sectors? Let’s discuss!#timemanagement  #investing  #investors  #venturecapital  #investmentstrategy  #mentorship  #portfoliomanagement  #legalagreements  #duediligence  #financialeducation ---------------- I hope you are enjoying the Family Office Podcast produced by our investor club, the Family Office Club.We use this podcast to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively.If you are looking to grow your business, get sharper at investing and scale you are in the right place.Our 17-year-old investor club, the Family Office Club, has 25 team members, and 15 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.  To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download at https://familyoffices.com/book/https://CapitalRaising.com Have a nice day!