GELLER FAMILY OFFICE SERVICES, LLC
HEAD OF MANAGER SELECTION
What's top of your to do list right now?
We are working on a commingled private equity vehicle with an opportunistic mandate that will allow us to invest in venture capital, energy and aircraft. This vehicle will also allow us to make co-investments and provides the flexibility to offer other unique investment ideas further down the road.
What is keeping you awake at night (work wise)?
Balancing the twin risks of elevated valuations and geopolitics within an environment that does not have the telltale signs of psychological hysteria or a ‘new’ era. There is a lot of ‘doubt’ around the bull market, though it doesn’t feel like early 2000 or 2007 from a psychological point of view.
What was your best selling fund (last year)?
We don’t sell funds per se, but we have had an excellent response to our middle markets private equity secondaries fund, Geller Multi-Vintage II.
Best meeting you've ever had?
Two that particularly stand out are meeting Nudgem Richyal, co-portfolio manager for the JOHCM International Select fund for coffee in Times Square in 2008. The new fund hadn’t even launched yet as he had recently left Barings. I was already very familiar with their process and strategy, but we really connected on a personal level. I also attended Peter Thiel’s Founders Fund annual meetings for several years. It was a wonderful time having the opportunity to see Peter, Elon Musk, Sean Parker, and a lot of entrepreneurs that have since gone on to become extremely successful.
Worst meeting you've ever had?
There isn’t any one in particular, but broadly speaking, less than successful meetings are typically the result of the fund management team really not knowing the strategy, going page by page through the pitchbook, or showing an utter lack of interest in being present for the meeting, such as spending an incessant amount of time checking their email during the meeting.
If you weren't doing this job, what would you be doing?
I would probably be involved in a creative field or working on corporate strategy within a technology company.
What are your interests / hobbies outside of work?
I enjoy music, travel, reading, technology and spending time with my family. I have had some unique experiences such as being in Paris at the Arc di Triomphe for the 200th anniversary of Bastille Day. My tastes in music are pretty eclectic, ranging from Led Zeppelin to Miles Davis. I am genuinely interested in learning about people and orient my hobbies around increasing my understanding of the world.
If you could travel anywhere in the world, where would it be?
Barcelona. In the US, it would be San Francisco. Both have a similar topography of hills and ocean, are creative centers, have great food cultures and have a rebellious spirit!
If we gave you $1,000, how / where would you invest it?
I would add to my personal holdings in a capital appreciation-focused mutual fund invested in Indian equities and hold it for a very long time.
Do you have any hidden talents?
I don’t know if they are talents, but I speak Spanish and French (not terribly well) and generally have an ability to connect with people from diverse backgrounds on a human level.