Guest Speaker: Pierre duPont, Partner, Cerity Partners
Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute
Many families create a Family Charter to provide governance and even guidance for their future inheritors. Whether the wealth is today in the form of money, or a business, or an art collection, or even the possibly-elusive principles and values of a family’s heritage, successfully protecting and projecting that wealth requires more than a written document or set of documents. In this interview, Pierre duPont will discuss some of the more-successful tools he has seen for sustaining multigenerational families.
Pierre is a Partner in the New York office of Cerity Partners, an independent, full-service financial planning and investment management firm. He mentors executives and advises individuals, families and business-owners on their personal wealth and their sources of wealth. He was fortunate to be born into two great and historic families, which, combined with his own entrepreneurial career, gives him a unique perspective on inherited wealth combined with the challenges of protecting while projecting wealth.
Pierre was previously at Two Sigma Investments, a diversified hedge fund with a few $billion under management across global equities, currencies and commodities. At Two Sigma he was responsible for clean-energy investing, VC investing and Chinese private equity investing with Two Sigma’s proprietary capital. Pierre led Two Sigma’s early business development and investor relations in Asia/Pacific, raising capital from the major institutional investors in each part of the region and developing close relationships with more than 200 institutional and family-office investors in the region.
Earlier, he was a co-founder at a number of innovative technology companies, helping take one public, selling another, and participating in a few spectacular failures. Hmpf.
Pierre earned his Bachelor of Science in Engineering from Princeton University.
Pierre is on the Management Committee of the New York Hedge Fund Roundtable and a member of The Economic Club of New York. He is on the Advisory Board of the Center on Business and Poverty at the University of Wisconsin-Madison; a member of the Impact Council at Boundless Impact Investing; a mentor on the Princeton Entrepreneurship Council; a member of Princeton Alumni Angels; a mentor for acceleration teams at Antler VC in NYC and also for the Entrepreneurs Roundtable Accelerator in NYC; and a mentor for candidates in the Masters of Quantitative Finance program at the Bendheim Center for Finance.