Brendan Holt Dunn

5 statements across 1 episodes · 2 bullish · 3 bearish · 1 people on the record · first statement Jun 27, 2023 by Brendan Holt Dunn · across every show →

On the record as a speaker too: Brendan Holt Dunn's record, appearances and statements → this page counts the times other people say the name.

Everything said about Brendan Holt Dunn, oldest first

Jun 27, 2023 negative
Opinion
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.”
Brendan Holt Dunn Jun 27, 2023 ▶ 34:16 Our Family's Money Goes In First - Here's Why That Changes Everything
Jun 27, 2023 positive
Insight
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 …”
Brendan Holt Dunn Jun 27, 2023 ▶ 5:26 Our Family's Money Goes In First - Here's Why That Changes Everything
Jun 27, 2023 negative
Opinion
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.”
Brendan Holt Dunn Jun 27, 2023 ▶ 26:07 Our Family's Money Goes In First - Here's Why That Changes Everything
Jun 27, 2023 negative
Disclosure
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.”
Brendan Holt Dunn Jun 27, 2023 ▶ 20:45 Our Family's Money Goes In First - Here's Why That Changes Everything
Jun 27, 2023 positive
Disclosure
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…”
Brendan Holt Dunn Jun 27, 2023 ▶ 3:04 Our Family's Money Goes In First - Here's Why That Changes Everything
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