Hello everyone! Today we will discuss a crucial document that fund managers must be aware of when raising capital from investors – the PPM. Fund managers must provide potential investors with the following disclosure document that outlines all the key details of the investment opportunity. What is a Private Placement Memorandum? The Private Placement Memorandum … More What is the PPM Fund Document?
How’s it going, everyone? Today, I want to tell you how to invest in startups tax-free! Peter Theil made BILLIONS doing the same thing! This is also how Mitt Romney has over $100M in his ROTH IRA. Disclaimer: This is not financial advice; I am not a CPA or a tax professional. Retirement Accounts A … More How to Invest in Startups Tax-Free
What’s up, everyone? Today, I want to give you an update on new World Reserve Currency changes! Listen up, because this greatly affects you as a fund manager and human being! Last week’s headline: China Completes 1st Yuan-Settled LNG Trade with France Liquefied Natural Gas (“LNG”) is natural gas that has been cooled down to … More UPDATE on New World Reserve Currency Changes
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
How’s it going, everyone? Today, I want to share how I learned to make life balance your #1 priority with Jeff Flamm! Check out our YouTube video! I have many different mentors in my life. Money mentors, business mentors, family mentors, spiritual mentors, etc. Jeff Flamm is one of the few people I know that … More Make Life Balance Your #1 Priority – Jeff Flamm
What’s up, everyone? Today, we’re going to clarify – investors vs. allocators – what’s the difference? There’s a significant difference between raising a few million dollars and raising hundreds of millions of dollars! Your capital raising strategy should differ from one situation to the other. So, pay attention as I explain the difference between an … More Investors vs. Allocators – What’s the Difference?
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 I want to tell you how to get the most out of live events! Consider reading this article and watching this video as preparation for Fund Launch Live this year! I’ve traveled and attended numerous networking and workshop events around the world. If I’m spending thousands of dollars to go to … More How to Get the Most out of Live Events