Testimonials 

“The workshop did an excellent job of consolidating thousands of hours of information into a single day. Worth 1000%+ my investment of time and money.” – David Weisburd

“You’ll leave Richard’s workshop with actionable strategies you can instantly apply to make your business more effective.” – Kimberlie Canducci, Canducci Communications

“The workshop content was relevant and educational, after the workshop my mind was racing with new ideas and ways to improve all aspects of my strategy and implementation of my strategy. Like any great coach or motivator I left the workshop more inspired and with a deeper desire to succeed.“  – Jay Robbins, GBS Life Plans

“This capital raising workshop and your conference I attended in Los Angeles last month is by far the best events I have experienced.” – Michael Herr, BroadRiver Asset Management, L.P.

“Absolutely sincere and a great source and fountain of information. Real life examples of what to do regardless of the level of the participant, useful for everyone from beginners to pros in capital raising and fund marketing.” –Gene Czaplinsky, Cossack Investment Advisors

“As a small boutique firm in the family office space, the Family Office Club seminars have been a valuable resource for our firm giving us the opportunity to learn from industry insiders to help us grow our business.”  –    Karen M. Schmid, Moirai Capital Management, LLC

“The workshop really provides new and emerging managers with the toolkit and strategies to really begin establishing the foundation for capital raising and growing their business to the next level.“ –Tom Aitken, Thomas Capital Partners

“It was a pleasure meeting you today at the NYC workshop, hosted by you/your firm. I thoroughly enjoyed your presentation and your capital raising ideas/insight. Again, thank you for hosting such an informative and thought-provoking event. I look forward to attending future events held by your firm.“ –Mike Krumenacker, Directory of Business Development & Investor Relations at TaumSauk Capital Management

“Great! We needed your sales perspective, a new angle for our type of business.” –Manuel Lazerov, American Infrastructure Investors

“This workshop differentiated the truly important tasks and processes from the those that just eat up time. The material helped me focus on my attitude and habits to drive the behaviors to increase chances of raising sticky capital.“ –Michael Mastey, PNC

“Great event and worth my trip from Beijing.” –  Alex Gong

“A very good workshop, worth the special trip from London. The workshop was delivered in a very professional atmosphere and was very good value for the money.” – John Braund, Amscorp Capital Ltd

“The workshop tells me just what marketing materials I need and some guidance on how to get started. Richard is very knowledgeable and sincere (not a typical sales guy), which is much appreciated.“ – Judy Snyder

“Richard Wilson’s expert knowledge and current insights about the investment fund universe provided an invaluable check list of the dos and don’ts in capital raising and investor relations.“ – Johanna Thornblad, Meridian Fund Managers

“The workshop was well worth my time to fly to New York. You gave me a lot of great ideas to raise more capital.” – JaceVernon, Why Lucid FX

“Terrific workshop. It provided great insights into the pitfalls many managers make in setting up and marketing their funds. The exercises provide a great opportunity for self examination and networking“ – Alan Swide, Stone Beach Investment Management

“The presentation was excellent, very practical and worth of its own merit. I know more now than if I was to try and learn this material through other courses. Richard is down to earth in presenting and his advice is doable and real. ” – Dennis E. Carr, Bancport Commercial Capital