Decamillionaire Fireside Chat: Due Diligence Tools, Strategies and Case Studies | Marc Halpern

Decamillionaire Fireside Chat: Due Diligence Tools, Strategies and Case Studies | Marc Halpern

From Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights by Richard C. Wilson, CEO of Family Office Club

April 11, 2026 · 23 min

About this episode

Richard C. Wilson and Marc Halpern discuss due diligence in private investing, focusing on tools, strategies, and real-world case studies.

Send us Fan Mail What does real due diligence actually look like in private investing? In this fireside chat, Richard C. Wilson sits down with Marc Halpern, co-founder of the Deep Due Diligence Investors Club, to break down the tools, strategies, and real-world case studies behind smarter investing. Marc shares how experienced private investors evaluate opportunities by looking at the jockey, the horse, and the track — meaning the sponsor, the deal itself, and the macro environment. He expl...

People in this episode

Host: Richard C. Wilson

Guest: Marc Halpern

Topics covered

  • due diligence
  • private investing
  • investment strategies
  • case studies
  • evaluating opportunities

Keywords

  • due diligence
  • private investing
  • investment tools
  • investment strategies
  • case studies

Mentioned in this episode

Organizations: Deep Due Diligence Investors Club

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