High-Net-Worth Insights

Finance & Investments Ryan Morrison Finance & Investments Ryan Morrison

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.

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Finance & Investments Ryan Morrison Finance & Investments Ryan Morrison

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.

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Finance & Investments Ryan Morrison Finance & Investments Ryan Morrison

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.

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Finance & Investments Ryan Morrison Finance & Investments Ryan Morrison

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.

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Finance & Investments Ryan Morrison Finance & Investments Ryan Morrison

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.

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Finance & Investments Ryan Morrison Finance & Investments Ryan Morrison

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.

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Finance & Investments Ryan Morrison Finance & Investments Ryan Morrison

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.

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Finance & Investments Ryan Morrison Finance & Investments Ryan Morrison

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.

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Finance & Investments Ryan Morrison Finance & Investments Ryan Morrison

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.

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Finance & Investments Ryan Morrison Finance & Investments Ryan Morrison

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.

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Finance & Investments Ryan Morrison Finance & Investments Ryan Morrison

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.

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Finance & Investments Ryan Morrison Finance & Investments Ryan Morrison

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.

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Finance & Investments Ryan Morrison Finance & Investments Ryan Morrison

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.

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Finance & Investments Ryan Morrison Finance & Investments Ryan Morrison

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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