Managing $7B+ in Assets & High-Conviction Investing | Paul Karger Fireside Chat
About this episode
Richard C. Wilson interviews wealth advisor Paul Karger about managing ultra-high-net-worth client relationships and investment strategies.
In this episode of The Capital Raiser Show, Richard C. Wilson sits down with wealth advisor and investor Paul Karger for a fireside chat on managing ultra-high-net-worth client relationships, investment discipline, capital allocation, risk management, and the psychology behind long-term wealth preservation and growth. Paul shares lessons from advising highly successful families and entrepreneurs, including how top investors think through decision making, portfolio construction, investor behavior, and scaling wealth responsibly across generations. The conversation dives into family office strategy, conviction-based investing, leadership, due diligence, market cycles, and the importance of speed, alignment, and disciplined execution when managing large pools of capital. Topics covered include: • Managing relationships with ultra-high-net-worth families • Investment discipline and long-term thinking • Conviction, speed, and decision-making under pressure • Risk management and portfolio allocation • Family office investment strategy and capital preservation • Due diligence and evaluating opportunities • Wealth psychology and investor behavior • Building trust with sophisticated…
More episodes of The Capital Raiser Show
- Building a Multi-Generational Steel Empire, Automation & Family Business Lessons | David & Nathan McWhorter Fireside Chat
- Scaling to $900M in Revenue, Hiring A Players & Building a Focused Business | Tim Cohen Fireside Chat
- Deep Due Diligence, AI Deal Screening & Private Investing | Marc Halpern Fireside Chat
- Social Media, Massive Scale & Investor Psychology | Grant Cardone Fireside Chat
- Athlete Investing, Trust & Building Real Wealth | Metta World Peace Fireside Chat
Explore listener stats, chart rankings, contacts and more on the The Capital Raiser Show podcast page.