In this episode of The Investor Relations Podcast, Josh Wilson and Brian Adams explore what it takes to become a future Chief Investment Officer (CIO) in the world of family offices. Whether you're aiming for a single-family office, multi-family office, or institutional hybrid structure, the path to CIO is both competitive and nuanced.
Brian explains that while institutional experience—such as investment banking or hedge fund training—can be foundational, it’s broad, cross-asset knowledge and relationship credibility that matter most. Family offices increasingly seek generalists with exposure to multiple investment structures, market cycles, and asset classes. For professionals who want to thrive in this space, the ability to move across strategies, build trust, and participate in peer-to-peer deal flow is critical.
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Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners should consult their own legal counsel, compliance teams, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.
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