WealthTech on Deck is a show featuring meaningful conversations with financial services leaders. Our host, Jack Sharry, engages financial services executives that are solving specific challenges around fintech ecosystems and household wealth technology.
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WealthTech on Deck is a show featuring meaningful conversations with financial services leaders. Our host, Jack Sharry, engages financial services executives that are solving specific challenges around fintech ecosystems and household wealth technology.
Curated Crowdsourcing: Rebuilding Trust in the World of Private Investing with Teddy Gold
WealthTech on Deck
27 minutes
2 months ago
Curated Crowdsourcing: Rebuilding Trust in the World of Private Investing with Teddy Gold
Teddy Gold is the co-founder of 3i Members, a private, invite-only network for family offices, exited entrepreneurs, and active fund managers. With a background in investment and a passion for building communities rooted in trust, Teddy helped launch 3i to solve the problem of random deal sourcing by leveraging curated peer collaboration.
This week, Jack Sharry talks with Teddy about how 3i Members has grown into a thriving platform that facilitates smarter investing through crowdsourced expertise and strong relationships. They explore how the network vets opportunities, builds trust through shared values and non-solicitation, and helps members navigate everything from private deals to personal financial decisions. Teddy also shares why many successful investors are turning away from traditional wealth management models in favor of peer-driven, transparent support systems.
In this episode:
(00:00) - Intro
(01:58) – What is 3i Members?
(03:57) – Why investing benefits from qualified crowdsourcing
(05:30) – How the 3i crowdsourcing model actually works
(07:09) – The role of trust in successful peer investing
(08:50) – Community, credibility, and connection: the currencies of 3i
(14:03) – Core principles behind a trusted investment platform
(19:27) – The 3i business model: transparency over transaction fees
(21:16) – Teddy’s big takeaways on trust and network-driven decision-making
(24:13) - Teddy's interests outside of work
Quotes
"Deal sourcing is random, and we can make that process less random by creating a network of people we know and trust." ~ Teddy Gold
"There's no shortage of noise in the world, particularly around investments, and no shortage of new sources of information. What's hard is finding good, curated, quality voices." ~ Teddy Gold
"Investing is a good application of crowdsourcing as long as the crowd itself is qualified." ~ Teddy Gold
"The fundamental piece of building trust is giving in proportion to the amount you're taking in a relationship." ~ Teddy Gold
Links
Teddy Gold on LinkedIn
3i Members
Mark Gerson
GLG
Billy Libby
Goldman Sachs
Upper90
City Parks Foundation
Authentic and Ethical Persuasion
Connect with our hosts
LifeYield
Jack Sharry on LinkedIn
Jack Sharry on Twitter
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WealthTech on Deck
WealthTech on Deck is a show featuring meaningful conversations with financial services leaders. Our host, Jack Sharry, engages financial services executives that are solving specific challenges around fintech ecosystems and household wealth technology.