businessMar 12, 202631:59failed
E323: How Billionaires Build Their Portfolios
About this episode
What changes when wealth stops being about building and starts being about preserving?
In this episode, I sit down with Jonathan Dane, CIO and Founder of Defiant Capital, to explore how family offices think about portfolio construction after a major liquidity event. Drawing on his experience at Goldman Sachs and Jefferies, Jonathan explains why independent advice matters and how families navigate the transition from wealth creation to long-term preservation.
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