Private Equity Profits

Ep 015 Leveraging Patient but Flexible Capital

Listen Later

– The Private Equity Profits podcast with Cliff Locks Episode 015 Paul Perez

Paul Perez, senior advisor and shareholder at Delegate Advisors

Paul brings more than 30 years of experience in wealth management industry working directly with clients' families and has tremendous management expertise is the CEO and CIO, of both single and multifamily offices.


Listen to this informative Private Equity Profits episode with Paul Perez about Leveraging Patient but Flexible Capital

Here are some of the beneficial topics covered on this week’s show:

  • Paul’s unique investment process and strategy.
  • The percentage of time split between portfolio company analysis/operations and evaluation of new investment opportunities.
  • The meaning of “patient but flexible capital”. 
  • Identifying risk factors that can lead to permanent impairment of capital?
  • Achieving the holistic approach to wealth creation and management without the burden of sales pressure and conflicts of interest.
  • How some of the best returns are often the result of independent thinking or conversations we have with clients.
  • The process of not relying on historical data and trends and building individual models. 

    • Connect with Paul

    Email: [email protected]

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ...more
    View all episodesView all episodes
    Download on the App Store
    Private Equity ProfitsBy Seth Greene
    • 5
    • 5
    • 5
    • 5
    • 5

    5

    4 ratings