Background: Tad Fallows is the Managing Director at Long Angle, a private community of hundreds of high-net-worth investors sharing insights, due diligence, and access to the best opportunities in private markets. Matt Shechtman is the CEO and Co-Founder of Long Angle, a members-only community helping high-net-worth investors make smarter investment decisions through collective intelligence and access to curated private opportunities. Description:In this episode, hosts Mike Schroeder and Skyler Steinke from Alt Funds Network are joined by Tad Fallows and Matt Shechtman from Long Angle, a members-only community for high net worth individuals. They discuss the unique structure and benefits of Long Angle, including access to private market investments, due diligence processes, and the importance of community for wealthy individuals. The conversation also touches on trends among their members, such as the lack of wealth advisors, investment preferences, and the significance of quality of life improvements. Tune in to learn more about how Long Angle helps its members navigate complex financial and personal challenges.

Alt Funds Network

[email protected] (Tad Fallows, Matt Shechtman, Skyler Steinke, Mike Schroeder)

#134 Tad Fallows & Matt Shechtman, Long Angle - Private Market Investments and Community Building

DEC 5, 202553 MIN
Alt Funds Network

#134 Tad Fallows & Matt Shechtman, Long Angle - Private Market Investments and Community Building

DEC 5, 202553 MIN

Description

Find us online: https://altfunds.io/Email us with topic ideas: [email protected]: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSGoogle: https://bit.ly/4am9oXk 👇 Click Below to be a guest on our video podcast: 👇  https://bit.ly/46X7cSQ Connect with Tad Fallows & Matt Shechtman:Website: https://www.longangle.com/Tad Fallows: https://www.linkedin.com/in/fallows/   Matt Shechtman: https://www.linkedin.com/in/msheck/ Timestamps: 00:00 Introduction to Long Angle Community03:25 Meet the Founders: Tad and Matt03:59 The Genesis of Long Angle05:15 Community Growth and Member Demographics05:55 Private Market Investments and Member Benefits12:48 Maintaining Quality and Due Diligence18:51 Investment Strategies and Member Insights27:16 Digital Natives and Financial Comfort28:15 Dissatisfaction with Financial Advisors30:17 Asset Allocation Insights32:22 Satisfaction Ratings and Personal Trainers36:05 Wealth as an Asset for Children37:02 Estate Planning and Golden Visas41:02 Key Takeaways for New Wealth43:17 Building the Long Angle Community47:26 Future of Long Angle49:28 In-Person Meetings and Community Culture52:09 Conclusion and Contact Information Disclaimer:Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.