Financial Poise Faculty Member Ron Diamond Speaks on Venture Capital Allocation in the Family Office Portfolio, at the West Coast Family Investment Conference on 9/19/17

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Financial Poise Faculty Member Ron Diamond, Chairman & Chief Executive Officer of Diamond Wealth Strategies, was a panelist on “Venture Capital Allocation or Bust – An Investor Community in Need of a New Darling” at the 2nd Annual West Coast Family Investment Conference in California. The Conference took place in San Francisco on September 19-20, 2017.

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My presentation at the Conference offered me the opportunity to discuss some of the issues facing family offices considering venture capital funds while also providing alternate strategies that may better align with the needs of the family office.

Financial Poise congratulates its Faculty Member, Ron Diamond, Chairman & Chief Executive Officer of Diamond Wealth Strategies, for presenting on "Venture Capital Allocation or Bust – An Investor Community in Need of a New Darling," which examined valuation and deal sourcing issues in venture capital investments by family offices.

The West Coast Family Investment Conference took place at the Ritz Carlton in San Francisco, California on September 19-20, 2017. The two day event featured presentations and panel discussions by investment professionals and family office principals on issues unique to the family office. Mr. Diamond commented that his presentation at the Conference offered him “the opportunity to discuss some of the issues facing family offices considering venture capital funds while also providing alternate strategies that may better align with the needs of the family office.”

ABOUT DIAMOND WEALTH STRATEGIES
Diamond Wealth Strategies is a boutique financial services firm that offers a comprehensive suite of advisory services catering to the unique needs of family offices, ultra high net worth individuals, and business owners. Diamond represents 85 family offices ranging in size from $250 million to $15 billion. For more on Diamond Wealth Strategies, please visit their website.

ABOUT FINANCIAL POISE

Financial Poise™ has one mission: to provide reliable and plain English business, financial, and legal intelligence and continuing education to investors, private business owners and executives, and their respective trusted advisors. All Financial Poise content is created by proven experts in their respective fields, who are invited to our Faculty only their credentials are well vetted. Our editorial staff then works with our Faculty to make sure that all content is easily understandable and digestible.

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Cristina Nolan
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