In this episode of Behind the Capital Curtain, host David Kotter engages with Stan Gregor, CEO of Summit Financial LLC, to explore the intricacies of investment opportunities in business and commercial real estate. They discuss the importance of partnerships, navigating market dislocations, the evolution of family offices, and the significance of building high-performing teams. Stan shares insights on leveraging networks for unique opportunities, the due diligence process, and the complexities of private equity. The conversation concludes with a look at future trends in private markets and the ongoing expansion of the net worth ecosystem.
