HoldCo Builders

Letter to a Friend Who May Start a New Investment Firm | Graham Duncan research


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Graham Duncan from East Rock Capital is so generous that wrote a letter to his friend who was considering starting an investment company.


Why listen to Graham:


- Started his fund at 31 years old

- Today $2B in aum

- Manages the capital of five families


"Letter to a friend who may start a new investment platform"


Show notes:


00:00:00 - Intro

00:04:50 - When everything is uncertain, are you okay with it?

00:06:41 - Building a fund can even lead to divorce as risks compound

00:08:12 - Life is too short to be paralyzed by the threat of a mixed reference

00:12:48 - Make sure the older members of the team are capable of truly believing in you

00:19:14 - A concept of “going into the cave” — spending time alone for several weeks with a blank sheet of paper

00:23:48 - Make sure to call me: my partners and I would love to provide the “gas”

Follow Mikk/PrivatEquityGuy on Twitter: ⁠⁠⁠https://x.com/PrivatEquityGuy⁠⁠⁠


Graham on Twitter: ⁠⁠⁠https://x.com/GrahamDuncanNYC


This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

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HoldCo BuildersBy PrivatEquityGuy

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