Bill Brown - Investing Across Cycles: Lessons from a Family Office Leader
Description
In this episode of the Grow Your Wealth podcast, host Travis Miller sits down with Bill Brown, CIO of Terrace Towers. Bill shares his journey from Boston, where he was inspired by his father’s actuarial career, to navigating Wall Street at Salomon Brothers and later transitioning to Australia’s family office sector. With over 14 years of experience managing a diverse portfolio, Bill discusses the importance of financial literacy, navigating private and public markets, and the role of mentors in his career. This episode is packed with insights on managing investments, fostering long-term wealth, and balancing work with personal passions.
[00:00:00 ] - Welcome and Introduction: Bill’s Career and Early Influences
[00:05:30 ] - Lessons from Wall Street: Salomon Brothers and the 80s Boom
[00:12:45 ] - Transition to Australia: Family Office Investing
[00:19:20 ] - Managing Public and Private Markets: Insights and Strategies
[00:24:50 ] - Financial Literacy: Why It’s Critical for All Investors
[00:31:10 ] - Career Lessons: The Importance of Mentors and Networks
[00:37:05 ] - Personal Passions: Sports, Golf, and Family Life
[00:42:15 ] - Final Tips for Building Long-Term Wealth
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