Jul 6, 2026
In this episode of The Capital Raiser Show, Richard C. Wilson
sits down with Marc Halpern, co-founder of the Deep Due Diligence
Investors Club, for a fireside chat on screening private placements
at scale, managing risk in alternative investments, team-based due
diligence, and what separates disciplined investors from everyone
else.
Marc shares lessons from five decades of breakthrough R&D and
private investing, including the "jockey, horse, and track"
framework, how his club uses AI to screen 400+ deals a year in
seconds, and why reading every word of a PPM is still
non-negotiable.
The conversation dives into deal screening discipline, portfolio
strategy, diversification, stress testing sponsors through market
cycles, and how a team of 58 investors from wildly different
professional backgrounds covers each other's blind spots better
than any single expert could.
Topics covered include:
The "jockey, horse, and track" framework for evaluating any
deal
How AI deal screening tools cut through hundreds of opportunities
in seconds
Deep due diligence in teams and why diverse professional
backgrounds matter
Minimizing risk vs. eliminating it - and why you can only do
one
Portfolio strategy before individual investment selection
Diversification vs. de-worsification and finding the right
balance
Stress testing sponsors through the Fed rate cycle of 2022-2023
When to walk away quickly and take no for an answer
The biggest misconception private investors have about succeeding
in alternatives
The Capital Raiser Show brings together billionaire investors,
family offices, elite entrepreneurs, and capital allocators to
discuss investing, scaling, strategic growth, and wealth
creation.
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