High-Net-Worth Insights
What Is a Search Fund? How the Model Works and What Investors Look For
Peterson Search Partners' Max Artz explains what a search fund is: a model where investors back an entrepreneur to find, buy, and run one small business. He breaks down the two-stage structure, why Stanford's data shows mid-30% IRRs across four decades, the unglamorous businesses searchers target, and the two questions that separate a strong search-fund manager from a careless one.
NAV Lending Explained: A Guide to Borrowing Against Illiquid Assets
NAV lending lets investors borrow against an illiquid portfolio of private equity, venture, or direct stakes without selling. Alex Branton explains how these loans work, why they price at 450 to 700-plus basis points, the "compared to what" test against selling at a steep secondary discount, and where a concentrated position quietly turns from debt into equity risk.
What Is Growth Equity? A Growth Investor's Framework for Software, Valuations, and AI
Lead Edge Capital's Emila Damjanovic and Evan Skorpen explain what growth equity is, where it sits between venture capital and buyout private equity, and why LPs now judge managers on DPI rather than paper IRR. They also break down the great software repricing (6x revenue to 3.5x) and a framework for which SaaS businesses survive AI: engine versus interface.
FAANG FIRE: How Tech Workers Turn Equity Comp Into Financial Independence
Meta veteran Andre Nader reached semi-retirement three years after a layoff and now coaches tech workers on FAANG FIRE: financial independence built on a high tech income and equity comp. He breaks down treating all income as income, when to sell RSUs, the "free money" waterfall of tax-advantaged accounts, staying 90 percent boring, and the psychology of deciding you finally have enough.
What Really Drives Inflation: One Fund Manager's Two-Variable Framework
Fund manager Jay Hatfield argues that sustained inflation comes down to two variables: the money supply and the price of oil. Everything else (deficits, unemployment, "unanchored expectations") is a symptom or a distraction. Here is his contrarian monetarist framework, the mainstream case against it, and the durable investing discipline underneath.
Five Mistakes Wealthy Parents Make Raising Their Kids (and the Framework That Fixes Them)
Family wealth researcher Kristin Keffeler names the five mistakes wealthy parents make raising their kids: sharing money details too early, waiting too long, false scarcity, overly permissive access, and overly controlling from fear. She offers a framework grounded in self-determination theory, staged trust design, and the letter of wishes.
What Is Litigation Finance? A Comprehensive Guide for Investors
Jason Bertoldi has worked in litigation finance as a plaintiff's attorney, a litigation investor at D.E. Shaw, and now a litigation insurance broker at Alliant. He breaks down how litigation funding works as an investment, what the return profile looks like across single-case and portfolio structures, why it is structurally uncorrelated to public markets, and how litigation insurance is changing who can participate in the asset class.
What Is Investor Relations? How Public Companies Manage the Information You Invest On
Anil Gupta spent eight years on Meta's IR team and led Coinbase through its 2021 direct listing. He breaks down what investor relations does, why a first-day IPO pop is a wealth transfer rather than a success signal, how a direct listing differs from a traditional IPO, and what retail investors should know about the information edge institutions do and do not have.
Precision Health: What the CEO of a DNA Diagnostics Company Wants Investors and Patients to Know
Sam Raha has led Myriad Genetics since 2023, the company behind BRCA testing and one of the largest precision medicine diagnostics platforms in the world. He explains how companion diagnostics work as a business model, how AI is being embedded directly into genetic tests, and what individuals should know before pursuing proactive testing — including the insurance risks that GINA does not cover.
How to Invest in Oil and Gas: A Guide for Private Investors
Blake London co-founded Formentera with $3 billion raised across five funds and nearly 4,000 producing wells. He breaks down the three private oil and gas investment segments, what shale well economics look like in real numbers, why the industry stopped responding to price spikes with new rigs, and why private operators give investors more direct commodity exposure than public energy stocks.
How Business Leaders Can Influence Politics Without Running for Office
Every elected official's primary motivation is reelection. Once you understand that, Tom Manatos says, political engagement becomes legible. The 20-year Washington veteran walks through how business leaders get access to elected officials, how political donations work, what super PACs do, and where business owners can have real impact without running for anything.
Raising Kids With Money: What Financial Parenting in Affluent Families Looks Like
Joline Godfrey has spent thirty years working with high-net-worth families on a problem that gets harder as wealth grows: how do you raise financially capable kids when you can give them everything? She introduces the invisible allowance, practice money, and the FISH framework as the foundation for financial parenting that builds agency instead of entitlement.
How to Invest in Private Credit: What the Headlines Are Getting Wrong
Private credit returns are down and redemption gates are making headlines. Katie Fowler of Blue Owl Capital explains why falling yields reflect rate mechanics rather than loan deterioration, how BDC redemption gates work, and what forward-looking signals investors should watch to evaluate their private credit exposure.
Hedge Fund Minimum Investment: What It Takes to Get In
Hedge funds aren't fading, they're specializing. With $116 billion in 2025 inflows, the largest in a decade, Megan Nicholson breaks down what hedge fund minimums and fees actually look like today, and how individual investors can realistically access and evaluate credible managers.
Is Buying a Franchise Worth It? What the Model Looks Like From the Inside
Most people picture a fast food counter when they hear "franchise." Andy Louis-Charles, former CSO at Custom Ink, makes the case for service and B2B categories with 20-30% operating margins instead, why disciplined operators outperform entrepreneurs in this model, and what makes a business worth buying into.
What High Earners Should Stop Optimizing For
At a certain wealth stage, the binding constraint on your life stops being money and starts being time. Chris Hutchins of All the Hacks breaks down what high earners should stop optimizing for — and what a smarter default looks like across credit cards, health, and travel.
How to Sell a SaaS Business: What Buyers Look For and How to Prepare
SaaS M&A hit a record deal volume in 2025, but valuations split sharply into a barbell. Diamond Innabi of Software Equity Group breaks down what separates an A-plus asset from everything else, how the three buyer types behave differently, and what founders should do before they run a process.
Selling to Private Equity: What Founders Should Expect
Founders often assume private equity means disruption and a strategic buyer means stability. After fifteen years buying middle-market manufacturing businesses at Speyside Equity, Eric Wiklendt explains why that assumption is frequently backwards — and what founders should understand about PE buyers, continuation vehicles, and exit structure before they are in the room.
Biotech Investing: How the Money Is Made and Where the Risk Sits
Biotech investing rewards patience and diversification far more than picking winners. Value is created at clinical milestones years before revenue, a single trial result can make or break a company, and only about one in ten drugs reaches approval. A practical guide to treating it as a small, high-variance sleeve.
How to Protect Your Digital Footprint: A Cybersecurity Framework for High-Net-Worth Individuals
Jason Passwaters spent 12 years in Marine Corps counterintelligence before co-founding Intel 471, a company that tracks the criminal underground. His advice for HNW individuals is not to disappear from the internet. It is to manage your digital footprint and understand what the people targeting you are doing.
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