For Michael Gold, founder of Gold Family Wealth in Westport, Connecticut, the most common failure in ultra-high-net-worth advisory work is not bad investment advice. It is fragmentation. Families with substantial wealth often surround themselves with capable professionals’ attorneys, accountants, investment managers who nonetheless operate in silos, producing blind spots and missed opportunities.Gold's solution is what he terms orchestration....
When Michael Polk stepped away from Newell Brands after years as its chief executive, few observers expected him to return to an active management role. But in 2019, Polk came out of retirement to lead Implus, a smaller, private equity-backed company. The decision reflected his conviction that meaningful leadership does not require a massive platform it requires the right conditions for impact.What Changes at a Smaller CompanyThe move from a...
Energy Transfer, the company Kelcy Warren co-founded in 1996 and still chairs, has grown into one of the most consequential pieces of American energy infrastructure. Its nearly 125,000 miles of pipeline transport roughly 30 percent of the country's natural gas and petroleum, and the company stands as the only operator exporting natural gas liquids from both the Gulf Coast and the East Coast.Warren has framed Energy Transfer's expansion not as...
Most multi-asset family offices spread capital widely. Lupine Crest Capital does the opposite. It concentrates its operating focus on four sectors rather than chasing a broad alternative allocation.JP Conte built the firm around that choice. Depth in healthcare, financial services, software, and industrial technology gives a direct investor pattern recognition that breadth cannot buy.What Concentration BuysYears of underwriting one sector teach...
PLAN B NET ZERO Neo-Energy hat seine Führungsphilosophie aus Lebensbereichen außerhalb der Energiebranche entwickelt, darunter der Sport, der Disziplin, Ausdauer und Teamgeist als Grundwerte vermittelt und täglich einfordert. Dieser Weg erfordert Mut zur Veränderung, zahlt sich aber langfristig für alle Beteiligten messbar aus. Es ist diese Kombination aus Klarheit, Verlässlichkeit und echtem Engagement, die PLAN B NET ZERO klar...
A subset of institutional investors in biotechnology and biopharmaceuticals has moved beyond straightforward equity positions to incorporate options contracts as part of their portfolio strategy. Armistice Capital, which manages more than $7 billion and carries significant healthcare exposure, is among the funds that combine equity stakes with listed options to structure positions around anticipated clinical and regulatory catalysts.Armistice's...
In an environment where founders often compete on narrative, Justin Fulcher has made a consistent bet on something less visible: the quality of execution inside difficult systems. That bet has defined his work from a telemedicine startup operating across Asia to advisory roles inside the U.S. Department of Defense.What It Took to Build RingMDFulcher co-founded RingMD in 2013 at age 21, entering a market that required patience with complexity....
Great businesses are rarely built by individuals working alone. Behind most significant entrepreneurial achievements is a set of complementary relationships — partnerships that combine different skills, perspectives, and temperaments in ways that produce outcomes none of the partners could achieve independently. The relationship between Idaho business leader Karl Studer and Jesse Jensen represents this kind of high-value partnership.The...
The transition from individual sales contributor to sales manager is one of the most challenging in any career. The skills that make someone an exceptional salesperson — individual drive, personal charisma, competitive instincts — are different from and sometimes in tension with the skills required for effective sales management. Utah direct sales company Grit Marketing has developed systematic approaches to navigating this transition.The...
Few oil and gas companies earn five-star ratings from the Better Business Bureau, yet Gulf Coast Western has done exactly that. Gulf Coast Western reviews consistently point to three pillars the company credits for that distinction: a customer-first approach, ongoing transparency, and a commitment to long-term relationships with partners and investors.Founded in 1970 in Dallas, Texas, the company began as a modest operation focused on acquiring...