Meet the Investor Panel: What Makes a Pitch Fundable

0:02All right. We're going to try to make this a fun panel and we'll be showing some one-liners and one-pagers up here and we're going to do live investor ratings. So we've done this panel a few times before, but even though we've done it for years, usually the ratings are relatively moderate to low. And in our community, we try to encourage efficient communication. And every investor wants you to know what you're about to hear on these panels because they would like to spend less time getting through what's a match for them and what's not a match for them. So they want you to know this stuff. And it would make their life easier if everyone communicated very clearly.

0:39And anyone who's growing a company or growing a trust and estate service or raising capital for something will get more done if they're super clear and they have something very unique to say. So this panel will not be about whether the individual wants to personally invest in what they just saw. It's about whether out of all the ocean of things that gets pitched to them, if this looks very concrete, unique, high conviction, credible, and would make them lean forward just in the way that it's presented, like it was a really well-crafted one-pager or logo or one-liner. But before we get into any of that, I think it's important for you to hear just a quick minute from each of the panelists just on their background and who they are.

1:16And Mr. Halpern here if you'd like to start first we can work our way down the line. Deep due diligence investors it's a group of investors that we share deal flow and we perform joint deep due diligence together and I just want to mention that if you meet me in a lunch line or networking and we have 15 seconds which is less than the one-liner I want to know four things. I want to know what's your asset class, I want to know if there's an income component, a growth component, and the minimum of investment and I don't want to hear that it's the greatest thing since the formation of humanity. That's how I can decide if I want to talk another 15 seconds for you.

1:55And Mark, what industry did you create your wealth in or what industry do you work in? So I'm 72, I haven't decided I want to be when I grow up. So I'm in the chemical industry, I deal in happiness and I also do investing. So one day maybe I'll, if I decide, I'll let you know. Sure. What I look for in a sponsor is a clear, concise message. I want to start with great sponsors. I've invested in 19 private placements. Found out that the word passive is kind of a misnomer. I'd like to keep that down to my Fab Five. I do serious due diligence. I'm a member of the Deep Due Diligence Club as well. And I created my wealth in the telecom business back in the day when people used to dial, people with gray hair will remember 411.

2:50We had about 8 ,000 employees in Salt Lake City, and I IPO'd from that, and I can't stop. I've had many careers, more careers than many people's. Multiple lifetimes I'm driven. I like to do that. And I also speak at public events on alternative investments and artificial intelligence. They both have the AI. So that makes it easy. And I really enjoy what I do. Awesome. Todd? Thanks, Richard. I'm Utah-based in Salt Lake City. I made my money in the wireless business. I was fortunate enough to get involved in that in the mid-'80s. I became a distributor for T-Mobile. ran a business for about 10 years where I had 150 retail stores of my own in 10 western states sold that nine years ago met Richard not too long after that been to several conferences and stood up a family office nine years ago with my two older sons and we focus on a number of areas but we've kind of honed down to two right now which is cash flowing real estate and cash flowing private equity so a lot of roll-up businesses that are opportunistic and then on the real estate side it's a multi-family assisted living a hospitality hotels manufactured housing a number of things so we've been active in that space great our principal mostly made his money in the plastic packaging business he owned 16 plastic packaging factories across the u.s They made products, packaging for companies like the Mars Corporation.

4:31Today, we're heavily focused in real estate opportunities, particularly mobile home parks, self-storage opportunities, things like that. And I also handle due diligence for our affiliated venture capital arm, Gurukul Ventures, which focuses primarily on pharmaceutical development and medical device companies. Awesome. Hi, I'm Richard C. Wilson. our community has closed over$1 billion of transactions. We have over 16 million registered members across 100 plus LinkedIn groups. And I own billionaires.com and run Family Office Club. Over 19 years, we've hosted 300 live events. I've built 50 of our own AI tools.

5:12And between the billionaires I've interviewed, the centimillionaires who have spoken on stage and over a thousand decamillionaires who have presented, we've found there's three things that really can build your wealth. Proximity, super intelligence, and scale. That's exactly what we provide at Family Office Club. We host 30 events a year, including five large summits for wealthy founders and investors, dozens of workshops and masterminds, including 12 artificial intelligence, laptops out, implementation workshops. So you leave with AI implemented. To learn more, please go to familyoffices.com.

5:47And I look forward to personally meeting you at our next live event. If you are a founder, raising capital, developing real estate, or you're an investor, we'd love for you to get involved in the Family Office Club. I've run this community for 18 years now. We've hosted 300 live events. We have 17 million social media group members and followers. We have the number one YouTube channel on Family Offices. We have the number one most popular podcast on Family Offices. You can learn more about us and our membership options at familyoffices.com. We have 30 in-person events planned in 2026 and another dozen events this year.

6:27Please go to familyoffices.com to learn more.