How do investors find family office partners at events?
Short answer: Richard C. Wilson said someone might say they run a few car washes, though they could own 130 locations. Operating details can reveal a family office contact when titles don't. [3:15]
In opening remarks at Super Summit, Richard C. Wilson describes how the event connects investors and family offices.
Richard on speaker questions
Richard said speakers would be asked what they are investing in, what they are looking for, and how they like to structure deals. He said their answers can give attendees a sense of consensus about the economy and family office space. (at 0:58)
Richard on hidden family offices
Richard said family office contacts may not identify themselves by title. He described people who might say they run car washes, and advised getting to know people and adding value first. (at 3:15)
Richard on JV partners
Richard said attendees might meet a joint venture or co-GP partner. He described someone who met a potential partner at an event and signed a term sheet to fund deals that met the partner's underwriting standards, up to $300 million in assets under management. (at 2:48)
"none of them are the paid speakers so they're here to get a deal done."
From Richard's exclusive Billionaires.com interviews
Lessons from Richard C. Wilson's one-on-one interviews, as published on each interview page.
- Anu Aga: Focus on one main cause. Her family found its giving more satisfying and impactful once it chose primary education for the underprivileged in India.
- Binod K. Chaudhary: Never chase a deal out of desperation. Stay cool and look at every part of the deal. Have your advisers and your finance team review it critically. Your counsel should review it too.
- Larry Connor: Learn from every mistake. Larry's team owns its failures and makes no excuses. They learn, change quickly, and keep getting better.
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Frequently asked questions
How do investors find family office partners at events?
Richard C. Wilson said someone might say they run a few car washes, though they could own 130 locations. Operating details can reveal a family office contact when titles don't. [3:15]
What can attendees learn at the workshops?
Richard said the workshops cover how to attract investors, talk with them, close them, and structure deals. [9:40]
Why do speakers attend the event?
Richard said speakers are unpaid and attend to get a deal done. [0:58]
Sources
Quotes are copied from the video captions and checked against the transcript. Timestamps link to the moment in the video. General information only, not legal, tax or investment advice.