Beyond Investing in What You Know: How To Succeed in Diversified Venture Investing

One primary attraction of self-directed investing in alternative assets is investing in what you know. But what about diversification? Experienced self-directed investors are attracted by the higher multiples only venture investing can deliver. They need partners with direct operating experience in unfamiliar industries and markets and with the financial expertise to structure ventures for successful exits.

That’s why you won’t want to miss Scott Wolfrum, managing general partner and Sam Strausbaugh, president of Elpis Capital Group as they provide a look at how their team achieves high-performance diversification across selected manufacturing, SaaS and service industry ventures as far afield as AI, FinTech, LawTech, materials production, plastics recycling and more.

Scott and Sam will cover:

  • How to build a fund with a family office and wealth management mindset (or How Elpis built its fund with a family office and wealth management mindset)
  • What differentiates an industry or market overvalued by fad or frenzy from one undervalued or ripe for disruption
  • How to identify the players within those niches capable of delivering value in both near-term and exit phases
  • Why having both operating experience AND finance savvy are more powerful than either alone in acquiring, growing and exiting a business
  • How heartland fund operators differ from their money center counterparts

Here’s a chance to see how the kind of successful, high performance diversification investors seek at the portfolio level has been achieved at the fund level.

 

Scott Wolfrum Headshot

Scott Wolfrum, Managing General Partner Career Highlights: ❑ President of Wolfrum Capital Management Group & Wolfrum and Company, LLC, a registered investment advisory firm based in Indianapolis, Indiana. ❑ Acquired control of Elpis Capital Group in July 2018. Now as majority owner and managing general partner, Scott has a significant role in the management and oversight of portfolio holdings. ❑ Owner of Warsaw Chemical, increasing EBITDA to record highs year after year.

Sam Strausbaugh Head Shot

Sam Strausbaugh, CPA, President Career Highlights: ❑ Sam joined as the President of Elpis Capital Group in November 2020. ❑ Accepted role as CEO for Validus Venture Group in 2018; went on to inject $1MM of personal capital into the business. ❑ Former President/CEO of JB Roofing helping grow the company from $6mm in revenue to $15mm in less than 5 years.

Date

Aug 29 2024

Time

12:00 pm - 1:00 pm

Local Time

  • Timezone: America/New_York
  • Date: Aug 29 2024
  • Time: 12:00 pm - 1:00 pm

Virtual Event

Category