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Private Investor Due Diligence Mini-Series: Episode 3 - Shortcuts to Vet CEOs & Investment Pros

Private Investor Due Diligence Mini-Series: Episode 3 - Shortcuts to Vet CEOs & Investment Pros

FromFamily Office Podcast - Private Investor & Investment Insights


Private Investor Due Diligence Mini-Series: Episode 3 - Shortcuts to Vet CEOs & Investment Pros

FromFamily Office Podcast - Private Investor & Investment Insights

ratings:
Length:
9 minutes
Released:
Mar 13, 2024
Format:
Podcast episode

Description

In this episode, we explore the critical process of vetting CEOs and investment professionals. We understand the pivotal role leadership and expertise play in the success of our investments. That's why we've crafted this episode to equip you with invaluable shortcuts and techniques to effectively assess the individuals steering the ship. Learn the importance of identifying red flags and warning signs in executive backgrounds, utilizing online resources and tools to gather comprehensive insights, and formulating targeted interview questions to uncover key information. Don't miss out on this essential episode designed to empower private investors with the knowledge and tools necessary to vet CEOs and investment pros efficiently.
Released:
Mar 13, 2024
Format:
Podcast episode

Titles in the series (100)

The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights. Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and innovative structures such as performance-fee only and Co-GP investment opportunities. The Family Office Club has over 3,000 registered investors and our online investor community has over 450 recorded investor mandates, with a normal 30 live events hosted a year with 6,500 participants at those live events. To learn more please visit http://FamilyOffices.com or call (305) 503-9077 Investors can access our deal flow at HTTP://InvestorClub.com and HTTP://DoctorsInvestorClub.com