How to Use an Investor Summit
At the Beverly Hills Investor Super Summit, Richard C. Wilson welcomes attendees and explains the event's sessions and networking context.
Richard C. Wilson opens the summit by describing its format and how attendees can use the sessions. He shares his approach to learning from investors, adapting deal conversations and finding useful connections. The talk also covers trend awareness, relationship building and how he thinks about reviewing investment opportunities.
In this video: Richard C. Wilson (Founder of the Family Office Club)
What they said
- Richard on investor preferences. Richard asks investors on stage what they are investing in, what they seek and how they structure deals. He says attendees can miss a fitting opportunity if they spend the sessions networking elsewhere. (at 3:38)
- Richard on emerging trends. Richard says trends such as sports betting, cannabis and crypto have created substantial wealth for people who recognized them early. He recommends watching for new trends, including how AI may affect an industry. (at 5:52)
- Richard on partner routes. Richard says he has found that a balance sheet, COGP, joint venture or systematic capital partner can offer a faster path to growth than seeking an investor for one deal. He describes one attendee whose CPA referred 40 investors. (at 6:47)
- Richard on meeting people. Richard says some wealthy entrepreneurs may describe themselves through a modest business history and avoid drawing attention to their resources. He recommends being helpful and getting to know people before pitching them. (at 7:43)
- Richard on due diligence. Richard says that attending or sponsoring an event doesn't mean an investment opportunity has been vetted. He urges attendees to do their own diligence on anything they consider. (at 18:40)
In their words
"We see running an investor club as a perpetual learning machine."
"we aren't paying people to spend their time here. They're coming back and spending time here to get business done."
Why it matters if you are building or preserving great wealth
The portal recordings let members revisit what investors said they wanted to invest in. That can help attendees check a potential fit after the event, when they have a specific opportunity to discuss.
From Richard's exclusive Billionaires.com interviews
Lessons from Richard C. Wilson's one-on-one interviews, as published on each interview page.
- Fran Tarkenton: Get in the game. As a third string college quarterback, he put himself into a game and led a scoring drive. You cannot make things better from the sidelines, he says.
- Michael Lee-Chin: Find the person who is responsible. When a problem comes up, he asks who the agent was. He wants a specific person to call, not a department.
- Tony Robbins: Think like an owner. His biggest turning point was moving from operator to owner. An operator tries to supervise everything and cannot scale.
See the data
Frequently asked questions
How long could a speaker talk?
Richard said the longest speaker slot was 15 minutes.
What resources did the club offer members?
Richard said the membership portal included video recordings of over a thousand investors describing what they wanted to invest in, along with webinars and other club resources.
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.