Suggested questions

1When wealthy families bring part of their investing in-house, what are the first steps that make the difference between flexibility and unnecessary complexity?

2What are the biggest misconceptions families have about outsourcing investments to funds, and how can they keep control without building a huge in-house team?

3You’ve worked across both fast-moving liquid markets and slow, multi-year restructurings. How do you build a portfolio that balances those very different timelines?

4When a business is in trouble, what separates the investors who stabilise it from those who make things worse?

5Why do private equity teams sometimes misjudge special situations, and how does a credit lens change the way you plan for downside risk?

6What does it really take for boards and investment committees to succeed with messy, long-horizon investments?

7Credit markets often send signals before equities do — what are the signs you look for that a cycle is turning, and how should investors respond?

8How should founders who’ve sold businesses think differently about managing their wealth compared to building their company?

9What kinds of smaller or complex deals tend to get missed by big funds, and why can they be so valuable for families or institutions with the right setup?

10Having lived through multiple market cycles, what principles have stayed constant in how you evaluate risk and opportunity — and what has changed most in today’s environment?