Share
))
HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
…
continue reading
Manage episode 522857902 series 3650193
Content provided by Nathan Erickson and CFA SOCIETY PHOENIX. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nathan Erickson and CFA SOCIETY PHOENIX or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this episode, Terence Thompson shares his path from Air Force officer to investment leader at a multi-billion-dollar single family office in Arizona. He opens up about lessons learned across institutional and family office investing, his personal motivations, and the balance between wealth creation, preservation, and purpose. A must-listen for anyone curious about private capital management, career development, or the role of investing in community impact.
Key Discussions in This Episode:
00:00 – Intro & Terence's Background
03:54 – Discovering Investing Through ROTC & the 2008 Crisis
05:42 – Military Service & Transition to Finance
09:03 – Blue Cross Blue Shield & Early Investment Lessons
12:23 – CFA Program & Curriculum Evolution
17:39 – Joining DFE Capital Management
19:14 – Institutional vs. Family Office Investing
22:06 – Portfolio Strategy & Real Estate Exposure
26:58 – Digital Infrastructure & AI Themes
28:25 – Manager Selection, Structure, & Alignment
33:15 – Engaging the Family in Investment Decisions
35:51 – Career Advice & Lessons from the Field
46:20 – Why Arizona? Personal Reflections
50:13 – Closing Thoughts & Legacy Investing
Links:
Terence Thompson on Linkedin: https://www.linkedin.com/in/terencemthompson
Nathan Erickson on LinkedIn: https://www.linkedin.com/in/nathanferickson/
16 episodes
