Managing Tech Millions

In this engaging discussion, Ron Diamond, Chairperson of Tiger 21 Chicago and founder of Diamond Wealth, shares insights on family office investment strategies for those with $1-30 million in net worth. He emphasizes the importance of succession planning and fostering collaboration among family offices to enhance investment outcomes. Ron explores the transformative role of AI in investing, the shift towards private markets, and the significance of gratitude in wealth management. His actionable advice empowers listeners to optimize their portfolios and secure their financial futures.

Episode 99: Master Industrial Real Estate Diversification with Ben Fraser🎧 Ready to take control of your financial future? Start your journey today with our Free Master Class - The WealthOps Way!Host: Christopher NelsonGuest: Ben Fraser, Chief Investment Officer, Aspen Fundshttps://www.linkedin.com/in/benwfraser/In this episode of Managing Tech Millions, Christopher Nelson sits down with Ben Fraser of Aspen Funds to explore a new investment frontier—industrial real estate. While many investors focus on multifamily properties, industrial assets like warehouses, manufacturing facilities, and flex spaces offer unique opportunities for diversification and cash flow.Join us as we break down the fundamentals of industrial real estate, key market trends, and how reshoring and supply chain shifts are reshaping this asset class. Whether you're a tech professional looking for alternative investments or a seasoned investor seeking portfolio diversification, this episode provides a deep dive into an often-overlooked sector.Highlights:What Is Industrial Real Estate? Understanding warehouses, manufacturing, flex space, and cold storage.The Power of Macro-Driven Investing: How reshoring and de-globalization are driving demand.Market Trends & Growth Drivers: Why industrial real estate vacancy rates are at historic lows.Investment Strategies:Buying Class B & C Properties with Value-Add Potential – Maximizing returns with under-market rents.New Development vs. Existing Structures – Understanding risk and reward.Triple Net Leases (NNN) – Why industrial real estate is attractive for passive investors.Risk Factors & Red Flags: What to watch for when investing in industrial real estate.Christopher’s Personal Investment Journey: Why he’s researching industrial real estate as his next investment move.Episode Timeline: [00:00:30] Why industrial real estate is more than just warehouses[00:06:00] Macro trends driving demand: Reshoring and supply chain shifts[00:12:15] Understanding different industrial asset classes[00:20:45] How industrial compares to multifamily investments[00:27:30] Triple net leases explained: A game-changer for investors[00:34:10] Risk factors and red flags to consider[00:40:00] Christopher’s next steps in exploring industrial real estate This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

Greg O'Brien, a certified tax planner, and John Malone, a tax strategist from Anomaly CPA, share invaluable tax strategies tailored for tech professionals. They highlight common mistakes that lead to overpaying taxes on equity compensation and the advantages of proactive planning. Listeners will learn about gradual selling of stocks, the benefits of donating appreciated stock, and how to harness losses to offset gains. The duo emphasizes the importance of expert guidance in navigating complex tax landscapes for maximized wealth retention.

Episode 97: Avoid These Common Investing Mistakes When Architecting Your Wealth🎧 Ready to take control of your financial future? Start your journey today at http://www.managingtechmillions.com/!In this episode of Managing Tech Millions, Christopher Nelson takes a deep dive into the common mistakes investors make when managing their portfolios. Now that you understand how to architect your portfolio as a business, it’s time to refine your strategy, avoid pitfalls, and ensure long-term success.Building on the foundational work from Episode 95 (with Marco Quevedo) and Episode 96 (on executing the architect phase), this episode focuses on the discipline required to stay on track. Learn how to prevent reactive investing, set realistic financial goals, manage risk effectively, and remove emotion from your investment decisions.Connect with Christopher:https://www.linkedin.com/in/christophercnelson/Highlights:The Power of Discipline: Why even experienced investors struggle with consistency.The 4 Biggest Portfolio Mistakes:Skipping the legacy statement – The importance of defining your “why.”Setting vague or unrealistic goals – How to create clear, achievable financial targets.Ignoring risk management – Understanding asset allocation and downside protection.Failing to document your investment thesis – The key to removing emotion from decision-making.Christopher’s Personal Story: Lessons learned from transitioning into full-time wealth management.Time & Money Efficiency: How this structured approach saves years of trial and error.Episode Timeline:[00:00:30] Why discipline is critical to long-term wealth management[00:05:45] Recap of the investment thesis framework from Episode 96[00:11:20] Mistake #1: Skipping the legacy statement and losing motivation[00:17:15] Mistake #2: Setting vague or unrealistic financial goals[00:23:40] Mistake #3: Ignoring risk management and making over-leveraged bets[00:30:25] Mistake #4: Not documenting an investment thesis – how to avoid emotional investing[00:37:55] How this structured approach saves time, money, and effort[00:45:10] Reflection exercises: Defining your financial purpose and daily priorities[00:50:30] Next steps: Join the community and start crafting your legacy statement This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

Episode 96: How to Architect Your Wealth - Build a Portfolio Like a Business🎧 Ready to take control of your financial future? Start your journey today at http://www.managingtechmillions.com/!In this episode of Managing Tech Millions, Christopher Nelson breaks down the Architect phase of wealth building—helping you structure your investment portfolio like a business. Building on last week’s conversation with Marco Quevedo, this episode explores how single-family offices worth billions create investment theses and how you can apply the same principles to your own financial strategy.Discover how to define your investment thesis, categorize your assets, and eliminate reactive investing. Whether you're a tech professional navigating newfound wealth or an experienced investor refining your approach, this episode provides a step-by-step blueprint for long-term financial success.Connect with Christopherhttps://www.linkedin.com/in/christophercnelson/Highlights:Investment Thesis 101: Why every wealth builder needs a structured plan.The 4-Step Architecture Process: Creating a legacy statement, asset categorization, setting performance goals, and building a strategic asset allocation.Avoiding Common Investment Pitfalls: How to eliminate decision paralysis and stay focused.Christopher’s Personal Journey: Lessons learned from managing tech IPO wealth and transitioning from a W-2 job to full-time wealth management.Scaling Your Portfolio Like the Ultra-Wealthy: How billion-dollar family offices approach investing and risk management.Episode Timeline:[00:00:25] Why structuring your investments like a business is critical[00:03:50] What is an investment thesis and how does it guide decision-making?[00:09:15] Step 1: Creating a legacy statement to define your financial purpose[00:15:40] Step 2: Categorizing assets into growth, income, and capital preservation[00:22:05] Step 3: Setting performance goals and defining risk tolerance[00:28:30] Step 4: Asset allocation strategies that align with long-term objectives[00:35:15] How to avoid reactive investing and focus on strategic growth[00:41:50] Lessons from billion-dollar family offices: How the ultra-wealthy manage money[00:48:20] Next steps: Implementing your investment thesis and scaling your portfolio This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

Marco Quevedo, a Chief Investment Officer with vast experience in investment banking and managing high-net-worth portfolios, discusses the importance of crafting a solid investment thesis. He highlights how tech professionals can avoid chasing investments by developing a structured approach aligned with their financial goals. The conversation covers vital topics like risk management, asset allocation, and the art of self-education in wealth management. Quevedo offers insights on monitoring portfolios and adapting investment strategies to changing circumstances.

Episode 94: REWIND Fueling Financial Independence: Inside my Portfolio Investment Strategy🎧 Ready to transform your finances into a legacy wealth machine? Start today at http://www.managingtechmillions.com!In this episode of Managing Tech Millions, Christopher Nelson shares one of his most important financial strategies: the Evergreen Portfolio. Instead of simply managing money, this strategy is about building a financial engine that creates generational wealth.Technology employees often focus heavily on growth assets—stocks, stock compensation, and high-growth investments. However, true financial independence comes from a balanced approach that includes income-generating assets. Christopher reveals his 50-50 Portfolio Strategy, a powerful framework for balancing growth and income in a way that can sustain financial freedom for life.Connect with Christopherhttps://www.linkedin.com/in/christophercnelson/Highlights:The Evergreen Portfolio Explained – Why your investments should be managed like a businessThe 50-50 Portfolio Strategy – Balancing growth assets (stocks, venture capital) with income assets (real estate, private equity)Why Public Markets Are Shrinking – And how private equity is becoming a key wealth-building toolMindset Shift – Stop thinking like an investor and start thinking like a financial CEOBuilding a Legacy – How to create a portfolio that supports your family for generationsEpisode Timeline:[00:01:10] What is an Evergreen Portfolio?[00:05:45] The mindset shift: Your portfolio is a business[00:12:30] Why the traditional 4% withdrawal rule doesn’t work[00:18:20] Breaking down the 50-50 Portfolio Strategy[00:25:40] How ultra-high-net-worth individuals invest differently[00:30:15] Public vs. private equity: Where real wealth is built[00:35:55] Managing risk and diversifying for long-term success[00:42:10] Why building wealth requires a network and a team[00:50:25] How to create an investment mission and strategy[01:00:40] Christopher’s final thoughts: Taking action today This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

David Banks, a seasoned tech sales professional with three IPOs to his name, discusses his transition to full-time investing and founding Addison Financial. He shares how to turn tech equity into financial freedom. Key topics include leveraging professional networks for investment opportunities, the benefits of cash flow investing, and the advantages of hard money lending in real estate. David emphasizes structured portfolio management and transforming investments into a business for long-term wealth creation.

Episode 92: Unlock the Power of Portfolio Income in 2025Ready to take control of your financial future? Start your journey today at http://www.managingtechmillions.com/!In this episode of Managing Tech Millions, Christopher Nelson revisits one of the most impactful conversations from Episode 60: The Power of Portfolio Income to Unlock Financial Freedom. We dive deep into how portfolio income can be a game-changer for financial independence and wealth creation.Many professionals focus solely on salary-based earnings, but true financial freedom comes from building sustainable, diversified income streams. By structuring your portfolio like a business, you can create long-term wealth and reduce financial stress.This episode will provide insights into portfolio income strategies, asset diversification, and how to make your investments work for you.Connect with Christopherhttps://www.linkedin.com/in/christophercnelson/Highlights:Portfolio Income as the Foundation for Financial Freedom – Why income-generating investments should be at the core of your wealth strategy.Diversification for Growth & Risk Management – How balancing traditional investments (stocks, bonds) with private equity (real estate syndications, debt funds) can optimize returns.Active Portfolio Management – Why consistently monitoring and adjusting your investments leads to greater success.Understanding Investment Options – From dividend stocks and REITs to private equity and high-yield savings, explore income-producing assets.The 50/50 Rule – Learn how allocating 50% of your portfolio to income-generating assets with a 10% target return can accelerate financial independence.Episode Timeline:[00:01:27] Portfolio income as a path to financial freedom[00:05:33] The power of portfolio income for wealth creation[00:09:30] Exploring income-generating assets[00:15:25] The role of options trading in portfolio management[00:19:40] Private equity real estate and its benefits[00:21:16] Why real estate investments matter[00:26:01] Private equity and alternative investment opportunities[00:29:22] How private equity provides a competitive edge[00:32:47] The potential of multifamily and mobile home park investments This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

Episode 91: Rewind - How He Built $256k Cash Flow in His PortfolioReady to explore the latest in tech careers and financial insights? Start your journey at http://www.managingtechmillions.com/!Host: Christopher NelsonGuest: Pascal Wagner, Founder of GrowyourCashflow.ioIn this episode of Managing Tech Millions, Christopher Nelson reconnects with Pascal Wagner, a seasoned entrepreneur and investor, to discuss the journey from building tech wealth to mastering cash flow through private equity and real estate investments.Pascal shares his personal story of transitioning from venture capital to creating diversified income streams, the lessons learned from sudden wealth, and the importance of building a clear investment thesis.Listeners will gain insights into the art of deal flow, selecting the right operators, and leveraging alternative investments to grow and secure wealth.In this episode, we talk about:Wealth is Built Through Concentration and Managed Through Diversification – Pascal explains how focusing on specific asset classes and later diversifying transformed his financial strategy.The Importance of Having an Investment Thesis – Understand how to align your financial goals with the right investment opportunities.Sudden Wealth Syndrome – Christopher and Pascal share personal experiences of managing large financial windfalls and the lessons they learned.The Power of Deal Flow – Learn why vetting operators and understanding their track records is essential for private investments.Leveraging Mentorship and Community – Discover how connecting with seasoned professionals can fast-track your financial growth.Episode Timeline[00:01:30] Introduction to Pascal Wagner and his journey[00:05:00] From tech millions to cash flow mastery[00:10:15] Understanding the importance of an investment thesis[00:15:00] How Pascal navigated sudden wealth syndrome[00:20:30] Building deal flow and selecting the right operators[00:25:00] Diversification: Why wealthy people focus on finding fund managers[00:30:00] Mentorship and its role in financial successConnect with Pascal Wagner: http://growyourcashflow.iohttps://twitter.com/https://twitter.com/PascalWagner1https://www.instagram.com/pascalwagnerhttps://www.facebook.com/pascal.wagner1/https://www.youtube.com/@pascalwagnerhttps://www.linkedin.com/in/pascalwagner/https://www.tiktok.com/@pascal.wagner This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com