Ep. 245: From PricewaterhouseCoopers to Coffee Mogul: Cole Shephard’s Journey to Financial Success

From PricewaterhouseCoopers to Coffee Mogul: Cole Shephard's Journey to Financial Success

In This Episode:

Our host Jim Oliver interviews Cole Sheppard, a partner in an asset management firm called Legacy Group. Cole shares his journey of breaking away from the traditional path and venturing into alternative investments, specifically focusing on the coffee industry in Colombia. He discusses his background in finance and entrepreneurship, as well as his decision to bet all of his savings on starting businesses in South America. The conversation highlights the importance of thinking outside the box, taking action, and pursuing opportunities beyond conventional investment strategies.

Key Points:
  • Discover how Cole broke away from the herd and the rat race to achieve financial success.
  • Cole shares his background and journey, from working in financial services to becoming an entrepreneur in Colombia.
  • Explore the importance of finding unique investment opportunities and focusing on companies with the potential for exceptional returns.
  • Understand the factors that led Cole to choose Colombia as an investment destination, including FX arbitrage and untapped opportunities in real estate.
  • Learn about Cole’s initial foray into real estate flips and commodity trading, particularly in fresh cut flowers.
  • Discover how Cole’s project evolved from an asset management play to a major enterprise, attracting substantial capital and becoming the top player in the country.
  • Gain valuable insights into the importance of thinking outside the box, taking action, and pursuing entrepreneurship as a path to financial success, breaking away from conventional investment strategies like 401(k)s and Wall Street. 

Connect with Cole Shephard
Website: www.legacy-group.co
LinkedIn: www.linkedin.com/company/legacygroup
LinkedIn: www.linkedin.com/in/cole-shephard-67b1a51a 
Instagram: www.instagram.com/legacygroupinvestments

Connect with Jim Oliver:
Facebook: CreateTailwind & Jim Oliver
Website: https://createtailwind.com/
YouTube: CreateTailwind
LinkedIn: Jim Oliver

Join the free CreateTailwind Community: https://community.createtailwind.com/ 

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