Today's episode features an exceptional guest, Mike Alexander, who brings over two decades of deep expertise in family offices, institutional investing, and alternative assets. Recently joining the Pantheon team as Director of Alternative Investments Portfolio and Capital Markets, Mike Alexander offers a rare, insider's perspective on how the ultra-wealthy strategically build and protect wealth. Host Dave Wolcott invites listeners to take a behind-the-scenes look at what truly drives effective asset allocation—and how individual investors can leverage these same principles to accelerate their own wealth journey.

Throughout the episode, Mike Alexander shares his origin story in the investment world, from early days at a major insurance company to managing billions for multi-billion-dollar family office clients. He reveals the key differences that set the ultra-wealthy apart, diving into alternative investments like private equity, private credit, and real assets. Listeners will hear how a disciplined investment process and thoughtful due diligence can lead to more resilient, high-performing portfolios that weather any market cycle.

If you've ever wondered how top-tier families and institutions invest, or how you can adopt a wealth strategy rooted in long-term thinking, simplicity, and tax efficiency, this episode offers invaluable insights.

In this episode, we discuss:

• Mike Alexander's personal journey and lessons learned managing billions in family office assets

• The ultra-wealthy's approach to diversification, asset allocation, and risk

• The importance of clear investment process and rigorous due diligence

• Strategies for individual investors to adopt an "endowment model" and invest for long-term success

Learn more: https://pantheoninvest.com/episode196 

Get Dave's Free Book: https://holisticwealthstrategy.com/ 

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