About this episode

JD Montgomery discusses the importance of relationships in venture capital and private equity.

“One thing that is unique to private equity and venture capital is persistence is a little easier because of the brand. ‘They did good deals, so therefore, the good deals come to find you.’ If you were in a long-only private equity shop or hedge fund, Amazon is not going to come find you because you invested in Shopify.” — JD Montgomery JD Montgomery leads the Family Office division at Canterbury Consulting and is a seasoned advisor with nearly four decades of experience serving prominent families with a focus on strategy, organization and measurement. Based in Newport Beach, he serves a select group of multi-generational families and helps them navigate the complexities of wealth, purpose, and legacy. Mr. Montgomery partners with his clients to help them optimize the allocation of their resources across generations. Over the years, Mr. Montgomery has developed a deep network of relationships in the venture capital industry. He has helped his clients gain meaningful exposure to venture funds and direct investments and develop relationships with leading innovators and investors globally. He is a Managing Director, shareholder, and board member at Canterbury Consulting. He…

People in this episode

Host: David Zhou

Guest: JD Montgomery

Topics covered

• venture capital
• private equity
• wealth management
• family office
• investment strategy

Keywords

• venture capital
• private equity
• wealth
• legacy
• investment

Mentioned in this episode

Organizations: Canterbury Consulting, Stanford University, Amazon, Shopify

Places: Newport Beach

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