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Ep 159: How Very High Net Worth Investors Invest with Tad Fallows

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Explore the captivating world of Very High Net Worth (VHNW) investing in this episode, as we are joined by Tad Fallows, the Co-founder and Managing Director of Long Angle. Long Angle is a private community specifically designed to cater to young VHNW investors, providing them with a confidential and solicitation-free environment to connect, share knowledge, and access exclusive deal flow opportunities.

Tad’s journey is nothing short of remarkable. Before establishing Long Angle, he co-founded and served as the CEO of iLab Solutions, a highly successful SaaS company that revolutionized lab management software for universities and research hospitals. What sets Tad apart is the fact that, without relying on venture capital, he and his partners grew iLab to an impressive scale of 75 employees, serving 35 of the top 50 universities globally. Their exceptional accomplishment eventually led to the strategic sale of the business to a prominent acquirer.

He offers profound insights into the investment strategies employed by VHNW investors, the importance of networking within the community, and the unique challenges and opportunities they encounter on their wealth-building journey. Whether you’re an experienced investor or just starting out, this episode is an absolute must-listen, providing a rare glimpse into the world of high net worth investing!

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CONNECTING WITH THE GUEST

I hope you found this episode valuable. I have one more thing to give you. We have a page for my coaching clients where you can get a free copy of my book and much more from previous guests on the show. Check out NextLevelIncome.com/coaching to get a free copy of my book, audiobook, and much more. I’ll send you a copy of my book and cover all the shipping costs as a thank you for listening to the show. Also, please like, share, and take 90 seconds to give us a rating on Apple Podcasts.

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Christopher Larsen is the founder and Managing Partner of Next-Level Income. Since “retiring” after 18 years in the medical device industry he dedicates his time to helping others become financially independent through education and investment opportunities. Chris has been investing in and managing real estate for over 20 years.

While completing his degree in Biomechanical Engineering and M.B.A. in Finance at Virginia Tech, he bought his first single-family rental at age 21. Chris expanded into development, private-lending, buying distressed debt as well as commercial office, and ultimately syndicating multifamily properties. He began syndicating deals in 2016 and has been actively involved in over $500M of real estate acquisitions.

In addition to real estate, Chris has invested in equities, oil & gas, and small business lending, as well as being active in Venture South, one of the nation’s Top 10 Angel Investing groups. Chris lives with his wife and two boys (and Viszla, Lucy!) in Asheville, NC where he loves spending time with them in the outdoors and enjoying the food and culture that the region has to offer.

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