Today’s guest is Mark Gerson of 3i Members.

Mark is a remarkable entrepreneur, philanthropist, and master at creating networks. He is most well known for founding Gerson Lehrman Group, the original and largest expert network in the world, and most recently, 3i Members, a global deal network for investors, all of whom have exited a company or led a family office. Mark is also the chairman of United Hatzalah, a network of volunteer medics in Israel, and the cofounder of the African Mission Healthcare Foundation, which supports missionaries performing medical care in Africa. Mark is a graduate of Williams College and has a JD from Yale Law School. You should also know Mark is a big fan of Sinatra and Elvis.

We discuss the founding of GLG, his sports business Thuzio, the mechanics of 3i, and delve into the workings of United Hatzalah. Mark was a real pleasure to talk to as he has such a broad range of interests.

Please enjoy my conversation with Mark Gerson.

Mark’s Podcast: https://www.therabbishusband.com/

3i Members: https://www.3imembers.com/

United Hatzalah: https://israelrescue.org/

African Mission Healthcare Foundation: https://africanmissionhealthcare.org/about-us/history/

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NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.

Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.

FOLLOW JOE: https://twitter.com/joereillyjr

WEBSITE: https://circulus.substack.com/

INHERITANCE PODCAST: https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964

If you like this show, do me a favor and send it to someone you think would enjoy it. Just copy the link into an email or text. I appreciate it.

©2024 Joe Reilly

David Salem has had a remarkable career. He did his undergrad at Middlebury, went to Harvard Business School where he sat next to Seth Klarman, then went to work with Jeremy Grantham at GMO where he became a partner. He started The Investment Fund for Foundations, a groundbreaking way for smaller endowments to benefit from professional investing and scale, and had David Swensen of the Yale Investment Office, Jack Meyer of the Harvard Management Company, and Seth Alexander of MIT, as well as many other talented investors on his board. He went on to advise George Soros on his personal money and worked for many years with Chuck Feeney who famously gave away his entire multi-billion-dollar fortune. David’s writings are voluminous and available online. He is currently working on a book about Peter Bernstein, the great author of Against the Gods: The Story of Risk.

We talk about how to allocate $5 billion dollars, filtering out impulsive managers, the founding of TIFF, the ideal size of an investment committee, and the persistent edge of Seth Klarman.

It was my great pleasure to talk to David Salem.

Hedgeye: https://insights.hedgeye.com/hedgeye-capital-allocation/

David Salem Articles: https://www.epsilontheory.com/david-salem-2/

NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.

Joe Reilly heads Circulus Group, a family office network, and the host of the Private Capital Podcast as well as the Inheritance Podcast.

FOLLOW JOE: https://twitter.com/joereillyjr

WEBSITE: https://circulus.substack.com/

INHERITANCE PODCAST: https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964

If you like this show, do me a favor and send it to someone you think would enjoy it. Just copy the link into an email or text. I appreciate it.

©2024 Joe Reilly

Jennifer Prosek has built a powerhouse communications firm by focusing on asset management. She asked herself, "Why does the financial industry not care about its brand, and why are they so on the back foot about everything?" I was particularly keen to talk to her about how firms struggle to differentiate, especially as formerly low-profile parts of the industry, such as private equity funds, now look to expanding across the wealth channel and begin to look more like consumer brands. We talk about how she built her firm from small beginnings; how family offices should think about their story; being prepared for a crisis in advance; educating financial advisors; how to go from high-level awareness down the funnel to actual ROI; how to navigate Milken and Davos; and the future of AI in communications.

Jennifer Prosek is the founder and managing partner of Prosek Partners, a leading integrated marketing and communications firm with offices in nine cities around the world. The firm was named the best financial communications and marketing firm by PRovoke Media in 2023. Jennifer was also listed personally on The Wall Street Journal’s “Most Influential Decision Markers” list in 2023 and 2024. She is the author of two books, “Army of Entrepreneurs” and “Raising Can-Do Kids.” Jennifer is on the board of the Mount Sinai Health System and the Museum of the City of New York and she received her MBA from Columbia University and a B.A. in English Literature from Miami University.

Jen is also known for her pithy sayings, and we managed to get a new one from her. Please enjoy my conversation with Jennifer Prosek.

“Reaching for Retail” Prosek report: https://www.prosek.com/news/prosek-report-reaching-for-retail-reveals-private-capital-firm-brands-remain-in-early-stage-of-development/

Army of Entrepreneurs: https://www.amazon.com/Army-Entrepreneurs-Empowered-Workforce-Exceptional/dp/081443696X/

Raising Can-Do Kids: https://www.amazon.com/Raising-Can-Do-Kids-Children-Fast-Changing-ebook/dp/B00O2BKKYE/

NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.

Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.

FOLLOW JOE: https://twitter.com/joereillyjr

Substack: https://circulus.substack.com/

INHERITANCE PODCAST: https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964

If you like this show, do me a favor and send it to someone you think would enjoy it. Just copy the link into an email or text. I appreciate it.

©2024 Joe Reilly