What’s up, everyone? Today, we’re going to clarify the difference between two important terms in the fund world: Master & Feeder Funds. There’s a significant difference between these two concepts, especially when it comes to raising capital and attracting investors or allocators. Let’s dive in! Master-Feeder A Master-Feeder Fund consists of two components: the master … More Master & Feeder Funds – What’s the Difference?
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