Discover the intricate world of family offices with Marco Quevedo as he shares unparalleled insights into Family Office Investment Strategies. Join host Christopher Nelson in this episode of Tech Careers and Money Talk to explore the unique intersection of technology and finance, unraveling the secrets behind successful wealth management and investment decisions
It’s a very different world from working in tech.
But Marco Quevedo would beg to differ. His career trajectory has been nothing short of extraordinary. In this episode, Marco shares how he leveraged his technical background as a software engineer to make a seamless transition into the world of family offices. He delves into the intricacies of single-family offices and their role in investment decision-making. He eloquently explained how these entities operate and the factors that heavily influence their investment strategies.
Tune in now to the latest episode of Tech Careers and Money Talk with Christopher Nelson to gain unprecedented insights into family office investment strategies. Uncover the secrets of success, gain a competitive advantage, and position yourself for an exceptional future in the world of finance.
Episode Timeline:
[00:00] Introduction
[01:05] From Tech to Family Offices
[03:23] Managing an Ultra High Net-Worth Portfolio
[10:36] Investment Banking Journey
[14:23] Value of Business School
[17:59] Soft Skills in Investing
[21:37] What is a Family Office?
[25:25] Setting Up a Family Office
[30:56] Capital Allocation in a Family Office
[35:01] Implementing Changes
[41:30] Opportunities Through Relationships
[44:30] Private Equity Style Strategy
[51:50] Leaving a Job
[53:08] Continuous Learning
[56:20] Networking
Connect with Marco Quevedo on LinkedIn - https://www.linkedin.com/in/marcoquevedo
