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11 results for “wealth vision”
Concept6 mentions across episodes
wealth
Concept5 mentions across episodes
Vision
“Why being good with numbers isn't enough for wealth building”
...a collective wealth vision together. Mhmm. What is the money for exactly? And, like, how do we know what really is making us happy? And how did we how do we not hold ourselves static to maybe the peop
26:09 / 26:42
personal lesson26:09 – 26:42
“Billionaires with poverty consciousness: Why wealth doesn't equal financial confidence”
that really helps women no matter how much money they have in their bank account? And certainly, we both know billionaires with poverty consciousness. Right? So, like, how much you have doesn't necess
27:36 / 27:59
market insight27:36 – 27:59
...in the Wealth Channel over the next few years? Raising the capital that we think we need to raise with partners that view us as partners. And with our institutional investors, we really wanna be viewed as a partner. We've gotta really listen to the v
39:46 / 40:52
from transcript39:46 – 40:52
...lift to the wealth market versus the institutional market. So we brought in folks that are
30:00 / 31:01
from transcript30:00 – 31:01
...wealth preservation because I'm concerned about risk in the market. But if we change the utility to focus on what is the outcome and assemble the right asset classes that give us the highest likelihood of achieving, I think everyone wins in the long
17:14 / 18:28
from transcript17:14 – 18:28
the benchmarks are between 1523% net IR. Well, why wouldn't I just put my money at that if I'm just looking at financial return on a risk adjusted basis versus putting it into this venture fund, which is gonna have a lot of volatility, going to take
1:07:30 / 1:08:31
from transcript1:07:30 – 1:08:31
out. If you got fund sizing, you understand exactly why you're doing it. You understand what the thesis is. And now it's really a function of like, who are the people that are most likely to invest in me? And so then it's like the LP fund fit. If you
1:12:00 / 1:13:01
from transcript1:12:00 – 1:13:01
...in the wealth channel? The way that we think about it is just different from the institutional business. Generally, what you're seeing from these clients is they're putting 200,000 to $500,000 check sizes to work, and we found that that money is quit
13:22 / 14:35
from transcript13:22 – 14:35
...wealth channel. That's not our expectation. But, I mean, I think if we think about sizing new capital on an annual basis, my guess is something like 20 of our forecast for 2025 would be retail flows from the wealth channel.
15:43 / 16:49
from transcript15:43 – 16:49
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