{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Cap Table","title":"Thinking Like a Family Office | Mark Shoberg, Capital Creek Partners","html":"","width":"100%","height":180,"duration":1350,"description":"Mark Shoberg and his firm Capital Creek Partners have a very important job. They're trusted with allocating assets on behalf of high-net-worth individuals (or HNWIs), requiring them to be experts on portfolio risk, liquidity constraints, and the best managers and co-investors to work alongside as they responsibly handle and expand family wealth. Ultimately, they deal carefully with the billions of dollars of others.\nSo what kind of thinking do you need to allocate for HNWIs successfully? How does dealing with this type of endowment differ from that of universities and the like? And what does an expert investor/allocator think of the market today?\nLet's find out.\nMark Shoberg is a partner and Chief Investment Officer at Capital Creek Partners, a multi-family office with locations in Austin, Houston, San Antonio, and Denver. He joined Affinity, the AI-first private capital CRM, to talk through how he thinks about portfolio construction, manager selection, and where he's finding opportunities today.\nInside this conversation:\n— Mark walks through a typical week running investment committee and client asset allocation at a multi-family office, then explains why $5 to $10 billion is the sweet spot for an endowment-style program.\n— He digs into how Capital Creek hedges against inflation and long-term debasement, what signals separate an emerging manager built to outperform from one that isn't, and the real pros and cons of anchoring a new fund.\n— He covers the biggest mistakes family offices make copying the Yale or Stanford endowment model, then moves into a lightning round on venture versus private equity, solo GPs versus team-led funds, and whether real estate still works as an inflation hedge.\n— He closes with the two biggest lessons from 20 years of investing.\nIf you work at a multi-family office, or are just interested in the world of allocating for HNWIs, this one's worth your time.\nThe Cap Table is a podcast by Affinity talking through the big questions defining...","thumbnail_url":"https://img.transistorcdn.com/ANwXhCelt2iUMbx8tfdVmHZJqNl9isRAslAugBsVdwc/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9hZWY0/MDBkMzljZWJmODJh/Y2ViMTA2YzEzZDQ4/MGVlMy5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}