Family Capital Strategy speaks regularly at events
across the United States
Spring 2021 - Exit Planning Institute - Family Offices: Not to be Underestimated
With the rising prominence and of family offices, more and more advisors are encountering them day-to-day, either as a potential buyer for one of their clients, or elsewhere. David will explore what to expect from this growing category of entities, and why the family office has increased so much in recent years. He will also discuss information that advisors need to know to help their clients and potential clients when working with family offices. More info here
Feb 2020 - Facebook Live Guest - Behind the Seens -
Feb 2020 - Podcast Guest - Moolala - Money Made Simple Podcast
Jan 2020 - Podcast Guest - Avoiding Shirtsleeves to Shirtsleeves
I was a podcast guest on Frazer Rice’s “Wealth, Actually” podcast. We discussed my new book and how families can avoid the shirtsleeves to shirtsleeves proverb. Replay is available here
Jan 2020 - Guest Post - ValueWalk
Guest post on ValueWalk here
Dec 2020 - Guest Interview - The Natasha Hall Show
Interview on The Natasha Hall Show in Montreal
Dec 2020 - Colloqium Podcast Interview
Interview with Brian Adams and the Colloquium Podcast – listen here
December 2020 - Webinar - Your Wealth After the Pandemic
After a year like 2020, how should you begin to think about the future and potential implications on your wealth?
The place to begin is with 2 problems underlying how humans approach change. Only by understanding those two, can you make a plan of how to go forward
Replay available here
Nov 2020 - YPO Webinar - Strategic Planning & The Family Enterprise
Families enterprises pride themselves on nimbleness and responsiveness to opportunity. Strategy as it is typically thought of seems stale for a dynamic marketplace – too many day-long retreats producing lengthy binders that are never touched again. We will look at:
- What is strategy and what it is not?
- How is it different in a family enterprise?
- Why every family enterprise needs one
- Obstacles to building a strategy within families
Aug 2020 - 21/64 - Family Office Gathering
Spoke regarding strategy of family offices in 2020
March 2020 - Private? Public? Or Both? Where to deploy capital in the midst of COVID-19?
The outbreak of COVID-19 has left the stock market extremely volatile, introducing a level of uncertainty that’s unlike anything we’ve ever experienced. With each day drastically different than the next, investors are left asking ”what should I do now?” Do I stay invested, possibly even increasing my exposure to the capital markets, or is now the time to reallocate to less-correlated private equity offerings?
Watch the replay here
March 2020 - Moderator - Family Office Connect 2020
Moderatored a fireside chat entitled “Working Across Generations, Impacting a Community” looking at multi-geneational giving within a family foundation at Family Office Connect 2020
March 2020 – Panelist – Family Office Connect 2020
Family Offices 101 – What is an Effective Family Office
Moderator – South Eastern Family Office Forum – “After Liquidity – What’s Next?”
Moderated discussion at South Eastern Family Office Forum
Nashville Chamber of Commerce - 2019 Emerging Leader Award - Financial Services Winner
Keynote – Exit Planning Institute – “The Path of Prudence at the End of the Market Cycle”
Slides from the talk are here
Interview – Family Business Today Podcast – Family Governance
Panelist – South Eastern Family Office Forum – “Passing Values Through the Generations”
Nashville Business Journal - 40 Under 40: David Wells
Read more here
Speaker – Consumption, Hospitality, and Wealth
Guest Post - Taking Care of Business
Guest Post – Bacon on the Bookshelf – Taking Care of Business Why is it that some businesses are so wonderful to do business with and others so awful?
Guest Post - Dreaming a Bit Bigger About Education
Guest Lecture - "So You Want to be a Stock Picker"
Panelist - Investment Management and Legal Services
Panel discussion at Vanderbilt Law School about the legal world’s overlap with investment management.
Interview - The Wall Street Transcript
Interview - The Wall Street Transcript
Keynote - Economic Outlook for Nashville
NBJ - Young Research Shop Making It's Mark
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