In Episode 261, I converse with Phil Copulsky CFA, Director - Private Capital at Westmount Realty Capital, LLC. The private capital team is responsible for raising equity capital for Westmount's commercial real estate investments across industrial, multifamily, and office. Investors include institutional equity partners, RIAs, fee only financial planners, family offices, and high net worth individuals.
Phil has a Bachelor of Arts in Economics from Hobart and William Smith Colleges and an MBA from University of Texas at Austin.
In addition to a successful career in real estate, Phil has played college basketball and countless chess tournaments, since we were Churchill School chess teammates.
We speak about traveling to the Nationals, parallels between chess and basketball, real estate investments, discipline, notation, constructive criticism, time management, the art of sacrifice, business plans and more.