095: Crafting Your Investment Thesis with Single Family Office CIO - Marco Quevedo

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Host: Christopher Nelson

Guest: Marco Quevedo

In this episode of Managing Tech Millions, Christopher Nelson sits down with Marco Quevedo, a chief investment officer with extensive experience in managing high-net-worth portfolios. They dive deep into why having an investment thesis is crucial for long-term financial success. Many technology professionals who achieve significant wealth often chase investments rather than follow a structured approach. Marco shares how building an investment policy statement can provide clarity, discipline, and better returns over time.

Discover how to align your investments with your financial goals, monitor your portfolio effectively, and make smart allocation decisions. Whether you're a solo investor or managing a family office, this episode provides actionable insights on how to make your money work for you.

Highlights:

• Investment Thesis 101: Why every investor needs a structured approach.
• Aligning Investments with Goals: How to categorize investments based on capital appreciation, income, and risk.
• Portfolio Construction: Liquidity considerations, asset allocation, and time horizons.
• Risk Management: Avoiding common pitfalls and stress-testing investment opportunities.
• Monitoring Your Portfolio: Quarterly check-ins, tracking tools, and key performance indicators.
• Direct Investing vs. Funds: Understanding the trade-offs between owning assets and investing through sponsors.
• Lessons from the Best: How high-net-worth investors refine their strategies over time.

Episode Timeline:

• [00:00:35] Why tech professionals struggle with investment discipline
• [00:04:12] What is an investment thesis and why does it matter?
• [00:08:30] Building a living, breathing investment policy statement
• [00:14:25] Setting investment goals and creating a structured approach
• [00:21:10] Managing risk: How to analyze opportunities and avoid bad deals
• [00:27:45] Monitoring investments and adjusting strategies over time
• [00:33:20] The role of liquidity, asset allocation, and diversification
• [00:39:55] How solo investors can leverage fund managers for smarter investing
• [00:46:30] Lessons learned: Why reviewing past investments is key to success

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