7 Valuable Lessons I Learned For Effective Placement Investing | Marc Halpern

7 Valuable Lessons I Learned For Effective Placement Investing | Marc Halpern

Author: Richard C. Wilson, CEO of Family Office Club April 4, 2026 Duration: 18:58
Send us Fan Mail In this powerful and practical talk, Dr. Marc Halpern, founder of Deep Due Diligence Investors, shares the 7 most valuable lessons he’s learned from decades of investing in private placements. From the pain of losing 100% on a deal tied to macro events, to using AI tools and team-based diligence to evaluate hundreds of offerings annually, Marc walks through real-world stories and data-backed principles that every passive investor needs to hear. 📌 You’ll learn: Why you can’t...

Hosted by Richard C. Wilson, CEO of the Family Office Club, Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights provides a direct line to the strategies and mindsets of the ultra-wealthy. This isn't about surface-level success stories; it's a deep exploration of how substantial capital is actually managed and deployed. Each week, through multiple conversations, you'll hear unfiltered discussions on private investment tactics, unique deal structures, and the nuanced realities of preserving and growing significant wealth. The dialogue centers on practical wisdom from billionaires, centimillionaires, and the family offices that represent them. These interviews move beyond theory, focusing on actionable insights for founders, entrepreneurs, and serious investors aiming to scale their operations and refine their investment approach. Whether it's navigating innovative investment vehicles or understanding the operational intricacies of a family office, this podcast breaks down complex topics into applicable knowledge. Tune in for a candid look at the mechanics of high-level finance and business growth, all grounded in the real-world experiences of those who operate at the peak of the investment landscape.
Author: Language: English Episodes: 100

Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights
Podcast Episodes
Ep 5 – Seven Pillars of Passive Income & Avoiding Late-Cycle Traps [not-audio_url] [/not-audio_url]

Duration: 8:19
Send us Fan Mail Final episode of Inside the Family Office: Live Investor Panel Real family office practitioners and allocators share how they structure deals, protect families, and think about wealth: Investor Brian clo…
Ep 2 – Infrastructure, Secondaries & Saying No to FOMO Deals [not-audio_url] [/not-audio_url]

Duration: 7:06
Send us Fan Mail Episode 2 of Inside the Family Office: Live Investor Panel Real family office practitioners and allocators share how they structure deals, protect families, and think about wealth: Isaac, a former Morgan…
Ep 1 – Keeping the Family Together: Multifamily Offices Under $300M [not-audio_url] [/not-audio_url]

Duration: 10:13
Send us Fan Mail Episode 1 of Inside the Family Office: Live Investor Panel Real family office practitioners and allocators share how they structure deals, protect families, and think about wealth: Dr. Cook opens the pan…