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
May 2023 - Moderator - Nashville Family Office Connect
Apr 2023 - Speaker - RIA Reading Group Round-Table on Serving the UHNW
Mar 2023 - Panelist - Mid-South Alternative Investment Association
Mar 2023 - Speaker - Intro to Private Equity
Spoke to a family meeting about private equity and private markets
Feb 2023 - Speaker - Intro to Investing
Spoke at local high school’s intro to investing class
Nov 2022 - Speaker - EY - Family Enterprise Forum
Spoke at EY’s Nashville Family Office event
Oct 2022 - Speaker - Tiger 21 - Best Practices for a Family Office
Sept 2022 - Moderator - Southeastern Family Office Forum
June 2022 - Speaker - Servicing UHNW Clients Roundtable
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
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”
The End of the Cycle? What Indicators You Should Pay Attention to
Slides from the talk are here
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
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”
The End of the Cycle? What Indicators You Should Pay Attention to
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
Misc - Past Press
- 2016 – Nashville Post
- 2017 – Nashville Post
- 2017 – Tennessean
- 2014 – Hanson Wells Partners winner of Sumzero / Factset ideas contest
Nashville, TN
+1 615 270 5750
info@familyCapitalStrategy.com