Family Office Perspectives

Series – Speaker / Guest Notes

Welcome to the “Family Office Perspectives” series on the Direct Private Investments Show presented by Carofin, where we explore the inner workings of family offices and their unique approaches to direct private investments. 

Join us as we uncover invaluable insights, investment strategies, and thought-provoking conversations with accomplished family office leaders. In each episode, we’ll discuss the challenges and opportunities they face, as well as the lessons learned from their experiences in managing wealth across generations. 

Tune in for enlightening discussions on portfolio diversification, co-investing collaborations, industry trends, and much more. Whether you’re a seasoned investor, a family office professional, or simply interested in the world of private investments, the “Family Office Perspectives” series is sure to provide you with valuable knowledge and inspiration.

About the series

The stock market is a device for transferring money from the impatient to the patient” – Warren Buffet

 

Through our series, we will bring you invaluable insights, investment strategies, and thought-provoking conversations with accomplished family office leaders. Our episodes will delve into the challenges and opportunities that family offices face, as well as the lessons learned from their experiences in managing wealth across generations.

We will discuss a range of topics, including portfolio diversification, co-investing collaborations, industry trends, and much more. Our series is designed to provide you with in-depth knowledge and inspiration, whether you are a seasoned investor, a family office professional, or simply interested in the world of private investments.

So, join us on the “Family Office Perspectives” series to learn from the experts and gain a unique perspective on the world of direct private investments.

Interview structure

Only 6 questions will be asked over a 30 minute interview.

Please make sure you have clear answers to these questions before the show starts. 

How do you navigate co-investing partnerships with other entities like family offices, groups, or individuals, and what have been some key takeaways from working alongside other investors?1) Could you give us a quick overview of your family office and highlight the main elements of your investment philosophy and approach?
2) Which industries or trends have you identified as particularly promising for investment opportunities, and conversely, are there any that you would recommend steering clear of based on your experiences?
3) Would you mind discussing your thoughts on investment size and allocation, as well as any insights you’ve gained on how to effectively allocate capital across various investments?
4) When it comes to equity investments, how do you decide on the appropriate level of control or ownership percentage? Furthermore, could you share any experiences or lessons learned from investing in minority stakes in companies?
5) Can you offer any insights or lessons learned from your experiences with debt investments? Also, how do you strike a balance between debt and equity investments within your overall portfolio strategy?
6) What guidance would you give to investors who are specifically targeting the direct private investment space?

IMPORTANT

Please change your zoom background image to the attached before your interview starts. 
We’ll be shooting on green screen so please follow these instructions to add a green screen image:
 
1. Download and install the Zoom application
2. Download and save this green image to your laptop (Right click on the image > Save image as > Desktop)
3. Open Zoom and sign into your account. 
4. Click on the “Settings” button, located in the upper-right corner of the Zoom window.
5. In the Settings window, click on the “Virtual Background” tab. 
6. You will see a selection of default background images that you can choose from. If you would like to use a custom image, you can click on the “+” button and select an image from your computer. 
7. Once you have selected the background you would like to use, click on the “Close” button in the top-right corner of the Settings window. Your new virtual background should now be applied to your Zoom video call.
 
Remember, make sure you are in a well-lit room and using a good microphone.

Post interview social media post copy

After your interview is conducted, you can use the following social media post copy on your own social media channels e.g. LinkedIn.

I/we recently had a chat to renowned entrepreneur and podcast host Matt Brown on the Family Office Perspective series on the Matt Brown Show. A podcast with over 600 episodes and an audience in over 100 countries around the world.

In my/our interview {speaker/guest name} shared our personal stories of failure in business and what we learnt from the experience.

Catch the interview with Matt here: {insert YouTube link of interview} or wherever you get your favourite podcasts.

For more information on the Matt Brown Show visit: www.MattBrownShow.com

LinkedIn: https://www.linkedin.com/in/mattbrownza/
Twitter: https://twitter.com/mattbrownza

 

Catch previous interviews below!

About Matt Brown

BASIC INFO

Full Name: Matt Brown

Born: Cape Town, South Africa

Home Base: Denver, Colorado (USA)

Website: mattbrownshow.com

Book: Your Inner Game
(#1 Amazon Best Seller)

Matt Brown is a founder/entrepreneur who is on a mission to help startup founders, entrepreneurs and the community of business to change the world for the better.

He has founded 14 startups over the last 25 years and has built and sold multiple businesses. He is the host of the Matt Brown Show which has built a global following, with millions of downloads and a network of talent unrivalled by most other business podcasts.   

The Matt Brown Show has hosted more than 500 extraordinary guests, with billionaires on six continents, New York Times Best Selling authors, navy seals, professors, scientists and many leading business thought leaders.

Matt is the author of the #1 Amazon Best Selling book, Your Inner Game and has been named one of the Top 25 Most Influential People in Technology 2021 by CIO Views magazine and the Most Influential People in Business by Fast Company Magazine.

Today, the show is a lexicon of high-value content for entrepreneurs, business leaders, and technologists around the world and is syndicated on Amazon Prime and the Roku Streaming TV Network.

The Matt Brown Show lands in the USA

Media interviews and coverage

Thought leadership pieces from Matt

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Get access to exclusive content, special offers, and a custom GPT app (Matt Brown AI).

This revolutionary AI is meticulously trained on thousands of real-world stories, hard-earned lessons, and groundbreaking insights, all sourced from the acclaimed Matt Brown Show and Matt’s best-selling books.

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