Episode Details

Graham Duncan from East Rock Capital is so generous that wrote a letter to his friend who was considering starting an investment company.

Why listen to Graham:

- Started his fund at 31 years old

- Today $2B in aum

- Manages the capital of five families

"Letter to a friend who may start a new investment platform"

Show notes:

00:00:00 - Intro

00:04:50 - When everything is uncertain, are you okay with it?

00:06:41 - Building a fund can even lead to divorce as risks compound

00:08:12 - Life is too short to be paralyzed by the threat of a mixed reference

00:12:48 - Make sure the older members of the team are capable of truly believing in you

00:19:14 - A concept of “going into the cave” — spending time alone for several weeks with a blank sheet of paper

00:23:48 - Make sure to call me: my partners and I would love to provide the “gas”

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Graham on Twitter: ⁠⁠⁠https://x.com/GrahamDuncanNYC

This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.