{"podcast":{"title":"Managing Tech Millions","slug":"managing-tech-millions-6705312","podcast_index_feed_id":6705312,"rss_url":"https://feeds.redcircle.com/8f2225e0-c4ac-469c-9e36-07f3677a22a7","website_url":"https://redcircle.com/shows/tech-equity-and-money-talk","image_url":"https://media.redcircle.com/images/2025/1/21/17/038d64ac-3862-49d0-9fb0-9c12a3796373_f3-43c9-be6f-34886fbe6fae_new_tcmt_cover_art_2.jpg","author":"Christopher Nelson","episode_count":169,"summary":"Welcome to Managing Tech Millions! http://www.managingtechmillions.com/ is where you could hang out with experienced tech industry executives, ask them about career growth, equity compensation, money, investing, financial strategies, and more; then take an insight or two to guide your own career and lifestyle? That’s what we do each week on Managing Tech Millions. Hosted by Christopher Nelson –– author, tech exec, and Principal and Co-Founder of Wealthward Capital –– every episode is an in-depth look at how to navigate tech careers in hyper-growth companies, select the right companies to work for, earn equity, and build a passive income portfolio. The goal is to give you the information you need to grow your career, build wealth, and make an impact!","last_synced_at":"2026-07-22T04:18:42.997737+00:00","page_url":"https://stenobird.com/podcast/managing-tech-millions-6705312"},"episode":{"title":"1B+ Family Office CIO: \"Before You Invest a Dollar, DO THIS!\"","slug":"1b-family-office-cio-before-you-invest-a-dollar-do-this","published_at":"2026-07-07T13:00:04+00:00","page_url":"https://stenobird.com/podcast/managing-tech-millions-6705312/1b-family-office-cio-before-you-invest-a-dollar-do-this","show_page_url":"https://stenobird.com/podcast/managing-tech-millions-6705312","url":"http://www.managingtechmillions.com/","audio_url":"https://audio3.redcircle.com/episodes/092c87b3-4327-48d2-8a79-7f1d57735228/stream.mp3","summary":"Most first-generation wealth builders make the same move: they cross the million-dollar threshold and immediately ask \"where should I invest?\" That question is the trap. And it's costing you more than you realize. In this conversation, I sit down with Marco Quevedo—my friend from our UCSD days, a Wharton MBA, and now the Chief Investment Officer of a nine-figure family office. Marco has helped start multiple family offices from scratch, and he walks through exactly how billion-dollar operations architect their wealth—goals before thesis, thesis before allocation. Here's what surprised me most: the best investors aren't the ones who are great at saying yes. They're the ones who say no—fast, and without guilt. Marco explains why \"it doesn't fit our thesis\" is a complete sentence, and how that single discipline separates the operators from the hopeful. We cover goal-setting, the investment thesis, allocation buckets, governance, and the cadence that keeps it all alive. Then Marco leaves you with one piece of advice about the empty seat in your financial life. Watch to the end for that one.","meta_description":"Most first-generation wealth builders make the same move: they cross the million-dollar threshold and immediately ask \"where should I invest?\" That questi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2308,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/managing-tech-millions-6705312/episodes/1b-family-office-cio-before-you-invest-a-dollar-do-this/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/managing-tech-millions-6705312/1b-family-office-cio-before-you-invest-a-dollar-do-this.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}