All right. We're going to try to make this a fun panel. And we'll be showing some one-liners and
one-pagers up here. And we're going to do live investor ratings. So we've done this panel a few
times before. But even though we've done it for years, usually the ratings are relatively moderate
to low. And in our community, we try to encourage... you know, efficient communication.
And every investor wants you to know what you're about to hear on these panels because they would
like to spend less time getting through what's a match for them and what's not a match for them. So
they want you to know this stuff. And it would make their life easier if everyone communicated very
clearly. And anyone who's growing a company or growing a trust and estate service or raising
capital for something will get more done if they're super clear and they have something very unique
to say. So this panel will not be about whether the individual wants to personally invest in what
they just saw. It's about whether out of all the ocean of things that gets pitched to them, if this
looks very concrete, unique, high conviction, credible, and would make them lean forward just in
the way that it's presented, like it was a really well-crafted one-pager or logo or one-liner.
But before we get into any of that, I think it's important for you to hear just a quick minute from
each of the panelists just on their background and who they are. And Mr. Halpern here, if you'd
like to start first, we can work our way down the line. Deep Due Diligence Investors. It's a group
of investors that we share deal flow and we perform joint deep due diligence. together and I just
want to mention that if you meet me in a lunch line or networking and we have 15 seconds which is
less than the one-liner I want to know four things I want to know what's your asset class I want
to know if there's an income component to growth component and the minimum investment and I don't
want to hear that it's the grace greatest thing since the formation of humanity That's how I can
decide if I want to talk another 15 seconds for you. And Mark, what industry did you create your
wealth in or what industry did you work in? So I'm 72. I haven't decided I want to be when I grow
up. So I'm in the chemical industry. I deal in happiness.
And I also do investing. So one day maybe I'll, if I decide, I'll let you know.
Sure.
What I look for in a sponsor is a clear, concise message. uh i want to start with i want to start
with great sponsors i've invested in 19 private placements uh found out that The word passive is
kind of a misnomer. I'd like to keep that down to my Fab Five. I do serious due diligence.
I'm a member of the Deep Due Diligence Club as well. And I created my wealth in the telecom
business back in the day when people used to dial, people with gray hair will remember 411.
we had about 8 000 employees in salt lake city and i ipo'd from that and i can't i can't stop i've
had many many careers more careers than many people's uh multiple multiple lifetimes i'm driven i
like to do that and i also speak at public events on alternative investments and uh and uh
artificial intelligence they both have the ai So that makes it easy.
And I really enjoy what I do. Awesome. Todd? Thanks, Richard.
I'm Utah-based in Salt Lake City. I made my money in the wireless business.
I was fortunate enough to get involved in that in the mid-'80s. I became a distributor for T
-Mobile. Ran a business for about 10 years where I had 150 retail stores of my own in 10 western
states. Sold that nine years ago. Met Richard not too long after that. Been to several conferences.
And stood up a family office nine years ago with my two older sons. And we focus on a number of
areas, but we've kind of honed down to two right now, which is cash-flowing real estate and cash
-flowing private equity. So a lot of roll-up businesses that are opportunistic. And then on the
real estate side, it's... Multi-family, assisted living, hospitality, hotels,
manufactured housing, a number of things. So we've been active in that space. Great. Our principal
mostly made his money in the plastic packaging business. He owned 16 plastic packaging factories
across the U.S. They made products packaging for companies like the Mars Corporation.
Today we're heavily focused in real estate opportunities, particularly mobile home parks,
self-storage opportunities, things like that. And I also handle due diligence for our affiliated
venture capital arm, Gurukul Ventures, which focuses primarily on pharmaceutical development and
medical device companies. Awesome. Hi, I'm Richard C. Wilson. Our community has closed over $1
billion of transactions. We have over 16 million registered members across 100 plus LinkedIn
groups. And I own billionaires.com and run Family Office Club. Over 19 years,
we've hosted 300 live events. I've built 50 of our own AI tools. And between the billionaires I've
interviewed... Just into millionaires who have spoken on stage and over a thousand decamillionaires
who have presented, we've found there's three things that really can build your wealth. Proximity,
superintelligence, and scale. That's exactly what we provide at Family Office Club. We host 30
events a year, including five large summits for wealthy founders and investors, dozens of workshops
and masterminds, including 12 artificial intelligence, laptops out, implementation workshops.
So you leave with AI implemented. To learn more, please go to familyoffices.com and I look forward
to personally meeting you at our next live event.