One primary attraction of self-directed investing in alternative assets is investing in what you know. But what about diversification? Experienced self-directed investors are attracted by the higher multiples only venture investing can deliver. They need partners with direct operating experience in unfamiliar industries and markets and with the financial expertise to structure ventures for successful exits.
That’s why you won’t want to miss Scott Wolfrum, managing general partner and Sam Strausbaugh, president of Elpis Capital Group as they provide a look at how their team achieves high-performance diversification across selected manufacturing, SaaS and service industry ventures as far afield as AI, FinTech, LawTech, materials production, plastics recycling and more.
Scott and Sam will cover:
- How to build a fund with a family office and wealth management mindset (or How Elpis built its fund with a family office and wealth management mindset)
- What differentiates an industry or market overvalued by fad or frenzy from one undervalued or ripe for disruption
- How to identify the players within those niches capable of delivering value in both near-term and exit phases
- Why having both operating experience AND finance savvy are more powerful than either alone in acquiring, growing and exiting a business
- How heartland fund operators differ from their money center counterparts
Here’s a chance to see how the kind of successful, high performance diversification investors seek at the portfolio level has been achieved at the fund level.
