顶级投资者在活动现场寻找什么？交易、关系与机遇

我们都在这儿寻找机会，建立联系。

We're all here to source deals, make relationships.

那你具体是来寻找什么的？

What are you here specifically looking for?

说实话，这真不好说。

You know, it's very hard to tell.

说起来，机会、关系、钱，这些都很简单。

It's easy to say deals, relationship, money.

我人生的经验是，二十岁出头的时候，我会有很明确的答案，但后来发现，真正的关系往往是从一些有意思的开端慢慢建立起来的。

What I found in life is at the beginning when I was 20 or early twenties, I would have a very specific answer, but I do find that like relationships get built based on interesting beginnings.

所以今年我给自己定了几条准则。

And so I try and I have a couple of rules for myself this year.

就是一条‘不跟烂人玩’的原则。

Is like a no loser rule.

这只是我今年给自己定的规矩。

It's just my rule for this year.

这意味着我想把自己放在那些真正有分量的人身边。

And that means that I want to position myself around people that are of high value.

不是指有钱没钱。

It doesn't mean money.

也不是指别的任何东西。

It doesn't mean anything.

就是纯粹的、极高价值的人。

It just means very, very high value.

这些人都是有明确目标，长期坚持去实现某些事的。

Those people are like directly going for something and to achieve something over a period of time.

说起来可能有点苛刻，但毕竟时间有限，得把每一分都用在刀刃上。

And it seems to be mean, it's just because like we don't have much time and we have to maximize that time.

我的第二条原则是，只做那些能产生指数级影响的项目。

My second rule is I'm only gonna work on deals, which can do something exponential.

就是那种特别了不起的事。

Like it's gonna be something incredible.

这可能是我们一生中最令人兴奋的时刻了。

This is like maybe the most exciting time of any of our lives we have.

这话只有在加州才说得出口，但今年可是火马年啊。

You can only say this in California, but it's a fire horse year for God's sake.

简直是双倍的难得机会。

It's like a double doozy.

所以你得去追求那些特别宏大的目标。

So you have to go for incredibly big things.

我在寻找世界上最有意思的人。

So I'm looking for the most interesting people in the world.

我觉得我们都该成为世界上最有意思的人。

I think we all have to be the most interesting people in the world.

最后一点，我就想待在一群优秀的人中间，这样回家时会觉得这一天过得很值。

And then the final piece is I just wanna be in rooms of just great people where I go home and I enjoy the day.

我每次都很期待理查德的会议。

I always enjoy Richard's conferences.

他总能把特别出色的人带来这里。

He brings incredible people here.

所以这条路不是直的，但必须间接指向真正能改变格局的事情。

And so it's not a direct line, but it has to be an indirect line to something substantially game changing.

太棒了。

Beautiful.

比尔，除了上亿美元的资金，你还需要别的什么吗？

And Bill, anything besides a $100,000,000 of capital that you're looking for?

是的。

Yeah.

我有时候跟人说，我也有阴暗的一面，但我也会说，我特别喜欢结识那些急需资金的人。

So, I tell people sometimes there's a dark side to me, but I tell people sometimes I love to meet people with a screaming need for capital.

说到底，我过去一直擅长找到真正管用的解决方案，来应对这类情况。

And the bottom line is I have a history of figuring out how to find solutions that actually work for those types of circumstances.

所以，我是认真的。

And so, I'm very serious.

还有一个例子，我曾签下合同购买北卡罗来纳州阿派克斯的一块地，那块地有40英亩，市场普遍认为没法开发，因为上面有个无线电塔，问题一大堆。但我找到了办法，让这40英亩地变得能建了。

So, one other example, went under contract to buy a property in Apex, North Carolina and there was 40 acres that the market thought was unbuildable because it had a radio tower on it and there were complications and I figure out how to make that 40 acres buildable.

现在这块地每英亩值30万美元，而且是交易时白送的。

Today that 40 acres is worth 300,000 an acre and it came free with the transaction.

我喜欢有困难的项目，喜欢复杂的，喜欢乱糟糟的，也愿意做长期投入，这些我都完全没问题。

I like distressed, I like complicated, I like messy, I like long term, I'm fine with all that.

太棒了，托德。

Beautiful, Todd.

我们是个小型单一家族办公室，我跟你说说我们现在最感兴趣的是什么。

We're a small single family office and I tell you what we like right now.

我们目前参与了大约60个独立项目，但重点集中在私募股权领域，特别是那些有稳定现金流、非公开市场的私募交易。

We've invested in We currently have about 60 discrete deals we're involved in, but we've kind of focused in on two areas in private equity, cash flowing, off market, private equity deals.

比如整合型收购、日托中心、税务代理服务、屋顶公司之类的。

Think about rollups, think about daycare centers, tax accounting services, roofing companies, etcetera.

我们喜欢投资这类技术含量不高、但现金流稳定、经营得很好的生意。

We like investing in those kind of low tech, but gosh, they're cash flowing and doing really well.

把这几个项目整合起来，EBITDA倍数就会提升。

Put a few of those together, the EBITDA multiples increase.

所以我们现在就在做这方面的投资。

And so we're involved in that.

我们也喜欢现金流稳定的房地产，最近因为利率上升，投得少了点，但还是有机会的。

We also like real estate, cash flowing real estate, most recently less of that because of interest rates, but there are opportunities.

就在我们上来之前，刚有人提到过一个这样的案例。

One was just talked about before we came up here.

如果你能买到一个状况不佳但潜力不错的资产，那对我们来说也很有吸引力。

If you can buy something that's distressed and right, then that would be attractive to us as well.

太好了。

Excellent.

访问 familyoffices.com，加入家族办公室俱乐部。

Join the Family Office Club by visiting familyoffices.com.

期待在我们下一场线下活动中见到你。

We look forward to seeing you at our next live event.

如果你是创业者、正在融资、从事房地产开发，或者你是投资者，我们非常欢迎你加入家族办公室俱乐部。

If you are a founder, raising capital, developing real estate, or you're an investor, we'd love for you to get involved in the Family Office Club.

这个社群我已经运营了整整十八年。

I've run this community for eighteen years now.

我们已经举办了三百场线下活动。

We've hosted 300 live events.

我们的社交媒体群组和关注者总数达到一千七百万。

We have 17,000,000 social media group members and followers.

我们拥有全网排名第一的家族办公室YouTube频道。

We have the number one YouTube channel on Family Offices.

我们拥有全网最受欢迎的家族办公室播客。

We have the number one most popular podcast on Family Offices.

更多关于我们和会员方案的信息，请访问 familyoffices.com。

You can learn more about us and our membership options at familyoffices.com.

2026年我们计划举办三十场线下活动，今年还会再办十几场。

We have 30 in person events planned in 2026 and another dozen events this year.

想了解更多，请访问 familyoffices.com。

Please go to familyoffices.com to learn more.