Brendan Holt Dunn
CEO, Holdun Family Office. On 1 show, 1 appearance. The Shows tab opens the full record on each.
executiveinvestorfounder
Brendan Holt Dunn is the CEO of Holdun, an international multi-family office managing generational wealth from the Bahamas. In 2018, he founded the Holt Fintech Accelerator to invest in early-stage financial technology and AI startups.
1shows
1appearances
14statements
0resolved
0supported
0contradicted
Everything Brendan Holt Dunn said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Dunn: Personal relationships in wealth management will never disappear to AI
“Maybe there's an allocation that you have to a computer generated quant fund. I can always see that working, but in terms of having that personal relationship, I don't think that's ever going to disappear.”
Dunn: Asset managers without personal exposure risk fees, not personal wealth
“Most independent asset management firms, you know, they might be managing a lot of money, but that money is not theirs. It's just client money. So they might lose 20% on a position, and it'll hurt their management fees, it'll hurt their performance fees, but m…”
Dunn: Family offices must support individual passions over forced succession
“The whole goal of a family office is really to support, nurture, and grow, The family members, right? And support them in whatever their passion may like, because they'll, they're going to be successful. Can't really force people into something like into this …”
Dunn: Holden equity portfolios beat benchmarks by 2% for 33 years
“So we have a track record of, I believe it's 33 or 34 years now of outperforming the U S index. Or the Canadian index because we keep us portfolio separate from the Canadian because different currencies, but both portfolios have outperformed their market bench…”
Dunn: Holden's algorithmic soccer betting fund averages 15% to 22% annual returns
“So it averages around 15 to 22% a year. What's great about it, it's uncorrelated to anything happens in the world, like interest rates go up and we're still doing well. You know, Ukraine war hits. We're still doing well. You know, there's the risk of the, you …”
Dunn: Holden will never scale beyond knowing every client personally
“We would never want to be big and so big where. I don't know who you are. I don't know where you live. I don't know about your family. And you just feel like you're just a number at a bank. That's not the way we operate.”
Dunn: Managing a $500K client takes same work as $15M client
“Managing a 500,000 dollar client is the same amount of work as a 10 or fifteen million dollar client, right?”
Dunn: LinkedIn marketing will not win $10M family office clients
“No one's going to see some LinkedIn push or LinkedIn marketing campaign and say, oh, I, I'm comfortable wanting to give this guy ten million dollars. I don't think I'm going to get clients that way.”
Holden builds segregated, unpooled client portfolios rather than pooling capital
“What we do is build discretionary portfolios on a segregated basis, meaning we don't pool client capital together, and we build customized portfolios for each client based on their own unique circumstances, risk tolerance, and time horizon.”
Dunn: Holden co-invests family capital into all client recommendations
“As our family office, we act as the anchor client. So if I'm going to you, Sean saying, Hey, I really believe in your portfolio. We should be buying you X number of shares of Apple. You have comfort knowing that our family is going to have that exposure as wel…”
Dunn: Holden tailors ethical investment exclusions to individual clients
“So the way we work at it is, is basically on a client by client basis. Each person has their own unique views and values, and it's not us to force our ethical beliefs on each individual client.”
Holden rejects clients demanding aggressive options trading or short selling
“If they're expecting us to go and, you know, do a lot of call options or short or do a lot of You know, risky stuff in the stock market to try to hit it like a home run. We would not take on that client, but what we would do is create what we believe is our co…”
Holden sets $5M to $10M minimum for inbound clients
“So if you're looking at it, if it's just an inbound option, we're saying five or ten million would be a minimum and we'd look at, but then there's the friends and the individual relationships that we have where there really is no minimum.”
One line per show, most statements first. The link opens Brendan's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 WE LIVE TO BUILDLEDGER | CEO, Holdun Family Office | 1 | 14 | — | full record on We Live to Build → |