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Brian Adams

Founder of Excelsior Capital

Brian Adams, a seasoned professional with a background in law and family office management, is dedicated to providing investors with access to alternative investments for passive income.

Utilizing his extensive experience in legal, private equity, and real estate sectors, Brian offers a comprehensive perspective on alternative investments, delivering strategic opportunities to his partners.

Currently serving as the Principal at Excelsior Capital, a company he established in 2019, Brian oversees acquisitions, operations, and capital raising endeavors, while actively engaging in speaking events to educate the real estate investment community.

With a J.D. from Suffolk University and a B.A. with honors from Wesleyan University, Brian's expertise and insights are highly sought after in the commercial real estate market.

Throughout his career, Brian has held various roles in different organizations, including being a former member of YPO, serving on advisory boards, and practicing as an attorney and Assistant District Attorney General.

Highlights

Sep 6 · linkedin

As the stewards of a family's wealth, the investment team within a family office carries out four essential functions:

Establish Risk and Return Objectives

  • Clearly define the family's investment goals and risk tolerance
  • Align the objectives with the family's long-term vision and values

Design Optimal Portfolios

  • Construct diversified investment portfolios to achieve the target risk-return profile
  • Leverage asset allocation, manager selection, and portfolio construction expertise

Actively Manage Portfolios

  • Continuously monitor market conditions and identify opportunities
  • Implement tactical adjustments to enhance risk-adjusted returns

Evaluate and Refine the Strategy

  • Regularly review the investment strategy and its implementation
  • Incorporate lessons learned and adapt to evolving circumstances
Aug 26 · linkedin

A critical function of the family office investment team is the identification, evaluation, and ongoing management of external investment managers. This encompasses several key responsibilities:

Manager Selection

  • Thoroughly research the universe of active managers across all asset classes Utilize a robust due diligence process to identify the most promising prospects
  • Evaluate factors such as investment philosophy, process, team, and track record
  • Construct an optimal roster of managers aligned with the portfolio's objectives

Continuous Manager Monitoring

  • Closely monitor the performance and risk profiles of existing managers
  • Analyze the sources of return to assess continued fit with the portfolio
  • Identify any style drift, strategy changes, or other concerning developments
  • Maintain regular communication and on-site visits with managers

Manager Transitions

  • Seamlessly transition assets when terminating underperforming or misaligned managers
  • Ensure desired market exposures are maintained during the transition process
  • Manage the operational and legal aspects of these transitions

Proactive Manager Sourcing

  • Continuously scan the market for new, innovative investment strategies Identify emerging managers with the potential to enhance portfolio diversification
  • Evaluate these prospects through the same rigorous due diligence lens
Brian Adams
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Location

Nashville, Tennessee, United States