How’s it going, everyone? Today, we’re hitting some highlights of the interview between Lincoln Archibald and Bryce Sutton from Summit Global Investments about looking ahead! Summit Global Investments, LLC is an SEC registered investment advisor founded in 2010. Their focus is on providing a solution to investors that complements the array of higher beta strategies, … More RIA Managing $2B – Summit Global
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