When Private Equity Come Knocking with Chris Schelling

Episode 675 of “Making Waves at C-Level” is co-produced in partnership with the Austin Technology Council, the largest tech industry organization in Central Texas. ATC empowers members through insights, resources, and connections so their members can succeed and thrive. This episode is an in-depth interview with Chris Schelling, the director of alternative investment at Venturi Private Wealth. Check out this conversation about what to do when private equity firms come knocking and how it can help you company grow.  About Chris Schelling Chris is the Director of Alternative Investments for Venturi Wealth Management. Chris is focused on sourcing, performing due diligence, and building portfolios of alternative investments for clients. As an institutional investor, Chris has invested roughly $5 billion and met with over 3,500 managers across hedge funds, real assets, private credit, and private equity in his career. Chris is also currently a contributing columnist for Institutional Investor and has authored over 60 articles on investing. He is also the author of Better than Alpha: Three Steps to Capturing Excess Returns in a Changing World. Previously, Chris was a managing director at Windmuehle Funds, a boutique investment firm, leading sourcing and structuring for niche alternative investments. Prior to this, Chris was the Director of Private Equity at the $30 billion Texas Municipal Retirement System, and before that, the Deputy Chief Investment Officer and Director of Absolute Return at the $15 billion Kentucky Retirement Systems. Chris has over 20 years of experience in the investment industry, nearly all focused on alternatives. Chris holds a bachelor’s degree in Psychology from the University of Illinois. He received an MBA from the University of Illinois-Chicago and a master’s degree in financial markets from the Illinois Institute of Technology as well. Chris was named one of Money Management Intelligence’s 2012 Rising Stars of Public Funds, a Rising Star of Hedge Funds by Institutional Investor in 2014, received the Institutional Investor Intelligence Award for Absolute Return Strategies in 2016, and was named a Top 30 Private Equity Investor by Trusted Insight in 2018. Chris lives in Dripping Springs and enjoys spending time outdoors with his wife and two kids. About Venturi Private Wealth Venturi Private Wealth understands that significant wealth is different – in both its opportunities and challenges. They are dedicated to organizing, planning and managing all aspects of your complex financial life so you can focus on doing the things that matter most to you. Founded in Austin, Texas, Venturi Private Wealth incorporates the city’s entrepreneurial energy into everything they do for their clients. They will implement a tailored wealth management plan that helps you achieve your unique goals. As fiduciary advisors, they view themselves as partners with you, sitting on the same side of the table and pursuing shared goals. Their goal is to deliver unbiased, objective advice you can trust. https://thomsinger.com/podcast/venturi-private-wealth Learn more about your ad choices. Visit megaphone.fm/adchoices

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