In this episode of How I Invest, David Weisburd interviews Nolan about investment strategies and market trends. Nolan shares insights on FEG Investment Advisors, growth catalysts in the investment advisory industry, and criteria for selecting an investment advisor. The discussion covers the criticisms of OCIOs, the risks and benefits of interval funds, and the current state of private equity buyouts, including the impact of capital inflow, interest rates, and fees. They explore opportunities in the lower middle market, the role of debt, and the challenges of smaller, fragile businesses. The conversation also delves into portfolio construction, risk management, and the importance of understanding market cycles, government policies, and relationships in achieving investment success.
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