Who do I Have a Fiduciary Responsibility to?
June 18, 2021
Why it’s important to know who your client is and who is your fiduciary responsibility.
… More Who do I Have a Fiduciary Responsibility to?
Category: GETTING STARTED
Active vs Passive Investing
June 4, 2021
Which is the best strategy for you, active or passive investing? Let’s delve into it. … More Active vs Passive Investing
Structuring Your Fund – Pref, Catch Up, & Carried Interest
June 1, 2021
Learn how to use pref, catch up, and carried interest to successfully structure your fund. … More Structuring Your Fund – Pref, Catch Up, & Carried Interest
Why you Don’t Need an Ivy League Degree
May 21, 2021
Contrary to common belief, an Ivy League degree is not necessary to be a fund manager. … More Why you Don’t Need an Ivy League Degree
Why it’s Important to Maintain Balance When You’re a Fund Manager
May 18, 2021
Remembering what’s really important even when you’re dealing with billions of dollars. … More Why it’s Important to Maintain Balance When You’re a Fund Manager
Building Your Fund Dream Team
May 14, 2021
Funds are typically comprised of a whole host of different individuals coming together to form a profitable endeavor. This is especially true once you scale. For example, Berkshire Hathaway employs over 392 THOUSAND people. That’s not a typo. To put that in perspective the STATE of Wyoming has a population of just over 500 thousand. … More Building Your Fund Dream Team
How to Get Investors to Remember You
April 23, 2021
I get a lot of people in my course who are fresh to the investing world. Most have never talked to someone we would consider “wealthy”. They wonder how they can get into board rooms… How can they find and convince high net-worth individuals to invest with them… How do I get them to remember … More How to Get Investors to Remember You
The 3 Ways to Break Into Funds
March 23, 2021
Many people believe that there is only one or two ways to get into funds. The first is that your parents have to be rich and famous and already have a fund… Congrats! The second option is a little longer: You have to go to a prestigious school…. You need a great, competitive internship… You … More The 3 Ways to Break Into Funds
Why I Do NOT like Modern Portfolio Theory
March 9, 2021
As you know I love investing… It’s what I do for a living! But I simply think that there are better ways to invest than others, And I don’t like Modern Portfolio Theory. Now don’t get me wrong, there are pieces of it that I do like and I’m thankful that we have it. Since … More Why I Do NOT like Modern Portfolio Theory
My Journey: Starting My First Fund with NO Experience
February 18, 2021
“I want to reflect and tell you all about my journey and some of the key things I think have helped me get to where I am now and how they can get you to where you want to go.” “Bridger, how did you start your first fund without a track record? “How did you … More My Journey: Starting My First Fund with NO Experience