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Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the world utilize to grow their net worth. We do this by providing insight & access to successful fund managers & investors across multiple asset classes.
I’m your host, Pascal Wagner, and today we are interviewing Kimberly Smith, Chief Capital Formation Officer at Techstars, and we'll diving into:
- How she got exposure to her first fund
- The different asset classes Kimberly has invested in
- And what her process is for evaluating fund managers
With that said, let’s get to it!
---
Links from this episode:
Links from our Guest
Time Stamps:
00:00 - Introduction
00:45 - Kimberly's background
02:43 - How Kimberly's passion for investing began
05:25 - Active vs. passive investment and management
08:46 - The importance of having a mix of passive and active investments in a portfolio
11:43 - The importance of financial literacy
13:44 - Kimberly's first experience investing in a substantial fund
24:30 - Kimberly talks about how her co-founder taught her about web 3 and inspired her to write articles about it.
25:59 - What type of assets Kimberly invested in
29:15 - Kimberly talks about a fund called Savory Funds
33:17 - Kimberly discusses how her investment decisions are largely relationship-driven
37:06 - Kimberly's biggest shift
39:20 - Outro
By Pascal Wagner5
9999 ratings
Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the world utilize to grow their net worth. We do this by providing insight & access to successful fund managers & investors across multiple asset classes.
I’m your host, Pascal Wagner, and today we are interviewing Kimberly Smith, Chief Capital Formation Officer at Techstars, and we'll diving into:
- How she got exposure to her first fund
- The different asset classes Kimberly has invested in
- And what her process is for evaluating fund managers
With that said, let’s get to it!
---
Links from this episode:
Links from our Guest
Time Stamps:
00:00 - Introduction
00:45 - Kimberly's background
02:43 - How Kimberly's passion for investing began
05:25 - Active vs. passive investment and management
08:46 - The importance of having a mix of passive and active investments in a portfolio
11:43 - The importance of financial literacy
13:44 - Kimberly's first experience investing in a substantial fund
24:30 - Kimberly talks about how her co-founder taught her about web 3 and inspired her to write articles about it.
25:59 - What type of assets Kimberly invested in
29:15 - Kimberly talks about a fund called Savory Funds
33:17 - Kimberly discusses how her investment decisions are largely relationship-driven
37:06 - Kimberly's biggest shift
39:20 - Outro

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