What VCs and PE Firms Get Wrong When Pitching RIAs with Gary Preisser
About this episode
Gary Preisser discusses how registered investment advisors evaluate private equity and venture capital for high-net-worth families.
"What if I gave you a piece of my portfolio to manage?" Early in his career, Gary Preisser tried to answer that. Now he knows the only right response is a question: What is the money for, and when will you need it? EPISODE SUMMARY Gary Preisser, Managing Partner and co-founder of Stonebriar Wealth Advisors, joins Joshua Wilson for a sharp conversation on how registered investment advisors actually evaluate private equity, private credit, and venture capital for high-net-worth families. Drawin...
People in this episode
Host: Joshua Wilson
Guest: Gary Preisser
Topics covered
- venture capital
- private equity
- investment strategies
- high-net-worth families
- registered investment advisors
Keywords
- venture capital
- private equity
- investment advisors
- high-net-worth
- portfolio management
Mentioned in this episode
Organizations: Stonebriar Wealth Advisors
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