Hello, everyone! Today, I want to teach you how to do your first deal in 2023! This is a special article and episode because it comes from the Fund Academy Mastermind Course only available at Fund Launch! Basically, we’re about to go over some valuable content; so, keep reading! (In)Experience Your first deal can seem … More How to Do Your First Deal in 2023
How’s it going, fellow fund managers? Today, I want to answer this tricky question: What is a Form ADV filing? If you ever plan to run a fund over $25M then you will need to understand and fill out this form. The Securites and Exchange Commission (“SEC”) requires investment advisors to complete and submit Form … More What is a Form ADV Filing?
What’s up, everyone? Today, I want to tell you how to structure your investment committee, board, and team! This is one of the most frequent questions that Lincoln Archibald and I get asked from our students at Fund Launch. How do I compensate my team? What does equity look like? There are many financial decisions … More How To Structure Your Investment Committee
What’s up, everyone? Today, I want to discuss the crazy life of a fund manager! I’ve gotten a lot of questions recently about my life as a fund manager. In this blog, I hope to answer a few of those… What’s a Normal Day as a Fund Manager? This will vary depending on what type … More The Crazy Life of a Fund Manager
How’s it going, everyone? Today, I’m going over a recent interview: From MLB to real estate king – DJ Thielen. Meet DJ Thielen DJ Thielen has quite the experience with real estate. He has dealt with 3500+ properties and has done $350M in transactions! Before he got involved with real estate, he was drafted to … More From MLB to Real Estate King – DJ Thielen
What’s up, everyone? Today, I want to rant a bit and tell you why I dislike the “finance bro” culture. I’m part of the fund world, but I hope that this article along with my video can help change the culture. “Finance Bro” Who are they? If you aren’t already imagining someone in your head, … More Why I Dislike the “Finance Bro” Culture
Hey, everyone! How’s it going? If you want to, do these 3 things to get started in finance! It’s a short read today, but it’s super important! We talk a lot about funds, alternative investments, and entrepreneurship on this blog. However, according to Thomas Brock, CFA & CPA, only 57% of Americans are financially literate! … More Do These 3 Things to Get Started in Finance
What’s up, everyone? Hope your President’s Day weekend was great! Today, we’re talking about the “second close” of raising capital. I’ve been raising a lot of capital lately, and I often think about, but not necessarily talk about the second close. First Close There’s been multiple times where I get a “yes” on the first … More The “Second Close” of Raising Capital
What’s up, everyone? Today, we’re discussing how you can scale your fund through impact investing! Philanthropist investing is a new niche that emerged within the past decade. It’s using your fund to give back! The Wealthy Are Doing It Adam Campbell is the CEO of a $50M family office. As CEO of this family office, … More Scale Your Fund Through Impact Investing
What’s up, everyone? Today, we’re comparing good debt vs bad debt – what’s the difference? I’ll be primarily talking about student loans, auto loans, and credit card debt! Basic principle of debt = It’s good unless you’re stupid or irresponsible. It can act in your best interest or work against you. If your rates are … More Good Debt vs Bad Debt – What’s the Difference?