Jonathan Dane
Chief Investment Officer and co-founder of Define Capital, advising entrepreneurial and multigenerational families on portfolio construction, liquidity management, estate integration, and lower middle market private equity.
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Mar 12, 2026 • 32min
E323: How Billionaires Build Their Portfolios
Jonathan Dane, CIO and co-founder of Define Capital, advises entrepreneurial and multigenerational families on portfolio construction and liquidity. He discusses why independent advice matters, differences between first- and second-generation wealth mindsets, pre-exit estate moves and gifting, why big family offices favor alternatives, risks of overcommitting to private funds, and the appeal of lower middle market private equity.
