Thought Leadership

Events

 

Family Capital Strategy speaks regularly at events

across the United States

Speaking:

David regularly speaks with diverse audiences at conferences, family summits, seminars, and on panels.  If you have an upcoming event, please contact us to learn more.
Filler
Sept 2022 - Moderator - Southeastern Family Office Forum
May 2022 - Moderator - Nashville Family Offices Connect
Apr 2022 - Speaker - Next Gens and Trusts

Spoke to a group of next gens about trusts and private trust companies

Mar 2022 - Speaker - Family Governance and Wealth Management

Guest speaker to a group of UHNW-focused wealth management firms about the work of family governance and how it intersects with their service offering.

Mar 2022 - Roundtable Speaker on Family Offices

Speaker for a roundtable group of Rising Gen family members about family offices and the role they might play in their family system

Jan 2022 - Panelist on Family Governance
Jan 2022 - Cleveland Metropolitan Bar Association - Estate Planning Section

Moderated a panel discussion about The Trust Beneficiary Experience

Apr 2021 - Pendleton Square Trust - Integrating Life, Wealth & Trusts

Fireside chat with Pendleton Square Trust

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 – Panelist – Family Office Connect 2020

Family Offices 101 – What is an Effective Family Office

at Family Office Connect 2020

Moderator – South Eastern Family Office Forum – “After Liquidity – What’s Next?”

Moderated discussion at South Eastern Family Office Forum

Keynote – Exit Planning Institute – “The Path of Prudence at the End of the Market Cycle”
Speaker – Consumption, Hospitality, and Wealth
Panelist – South Eastern Family Office Forum – “Passing Values Through the Generations”

Prior:

Feb 2020 - Facebook Live Guest - Behind the Seens -

Listen here

Feb 2020 - Podcast Guest - Moolala - Money Made Simple Podcast

Available here

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?

Excelsior Capital President and Founder, Brian Adams will be joined by David Wells, Founder of Family Capital Strategy for a live discussion to determine what steps should be taken going forward.

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

at Family Office Connect 2020

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

Selected in 2019 as a NELA winner for the Financial Services industry.  Announcement and coverage here

Keynote – Exit Planning Institute – “The Path of Prudence at the End of the Market Cycle”
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
Misc - Past Press

Nashville, TN
+1 615 270 5750
info@familyCapitalStrategy.com