Investment Fund Secrets

One of main types of investment funds is Private Equity. In today's episode, I dive into how it actually works... Because you might not know this, but a lot of the companies you know and buy from are owned by PE firms! Sycamore Partners has bought Staples, Aeropostal, Hot Topic, and 20 other businesses... So how does this process actually work... and more importanlty, how can you get into this wor...

I always have people reach out to me saying "Bridger, I absolutely love your content and I want to start a fund...how can I do my first multi-billion dollar deal?" And truth is, that probably isn't going to happen... right off the bat! Instead, there are plenty of smaller funds that you can go after to get your skin in the game, build a track record, build a team, and build an investor base. ...

I was talking to my business partner about this last week when trying to figure out the best way to incentivise our new employees... I strongly dislike paying people hourly when I'm trying to grow a business fast because that's a complete misalignment in incentives! They work slower because speed doesn't matter to them, while I'm trying to go the speed of light... See what I mean? When running a f...

Strong title, I know, but stick with me... This might seem obvious but... In order to get investors, you need to be persuasive! Last night I was watching this amazing documentary with my wife called "The Push"... And if you've ever felt like you'll never be able to get an investor to commit $10k... $100k... $1mm... $100mm + Then I suggest giving that documentary a watch because in 90 minutes, they...

Man what a journey!! This episode marks (about) our 100th episode... Which I think deserves some celebrating! Last July, Mason and I decided to start this podcast to help educate people on the fund world that I'm so blessed to be apart of... We had very little expectations at the time, but as time went on, we gained more and more traction... And now we're here, with a mini empire and movement! So...

If you are house flipper or someone involved in the real estate world, then this episode is for you. If you've been doing syndicate deals for a while, you know that setting up each deal is a lot of work! Plus, you're usually playing with properties under $1mm...  With the fund model, this becomes a different game. My father is the co-founder of a $20B Family of Funds that concentrate on Real...

Just like in every industry or market in the world, myths start to evolve... People love to talk, and one person telling another person something out of the blue slowly begins to spread until it's mistaken as a fact across the entire market. One of the most classic examples are when people swore that the Earth was flat, and anyone that thought differently was disgraced! So in today's episode, I'm...

When I first got involved in this game, I met with my dad, who co-runs a $20B fund... and he dove into this fund world to help me understand what’s going on.  Now I’ve read countless books on private equity and funds, and those books love to talk about a sexy deal or acquisition they did... Which is great and all, but they never dive into the actual GUTS and structure of a private equity fund...

In this episode, I dive into the differences between Hedge Funds & Private Equity. There's pros and cons to both, so it's up to you to decide which path you'd rather take! Enjoy, Bridger P.S. if you want to start a fund, go to www.investmentfundsecrets.com today for free

I'm just going to be honest... I strongly dislike the finance bro culture... I think it gives the rest of us a bad name, and it's overall not good! In this episode, I dive into this a lot deeper, hoping to unify us who are trying to make a change in the world... by the way if you want to start a fund, go to www.investmentfundsecrets.com today **We are not selling or soliciting a security in any wa...

One of the biggest concerns and obstacles I see new fund managers run into... ...Is their Track Record! (or lack thereof) You see, there's this "chicken and the egg" situation when it comes to building your fund... You want to start a fund which will definitely build your track record... ...But you kind of need a track record to build your fund! So in this episode, I dive into strategies to help b...

Once your fund is up and running, and has some momentum... There is nothing more exciting! I remember when I was first getting traction, my fund consumed all my thoughts and actions... I'm sure my friends and family were getting annoyed at it too. From the deals I was finding, to finding investors, to the returns I was making... It was a dream come true! But there came a point when I realized that...

I'm not going to lie... I LOVE Capitalism! I mean, I do run a fund, haha. But if you've paid attention at all, the media is slowing pushing an "anti-capitalist", "pro-socialist" agenda (which is kind of ironic). Every time I log onto Facebook or Twitter, I'm just bombarded by people who live off of handouts, preaching to the choir about the greatness of socialism. So in this episode, I spill all m...

Part 2 of 2 Sam Yaffa launched Triton funds while at school at Cal State, and now manages White Lion Capital. The value they bring to the table is that they are young. They can underwrite companies and find value in companies that are appealing to the younger generation. One of their biggest investments was an early investment in Lime Bike. Hope you enjoy this interview Best, Bridger Pennington

Part 1 of a 2 part interview Sam Yaffa launched Triton funds while at school at Cal State, and now manages White Lion Capital.  The value they bring to the table is that they are young. They can underwrite companies and find value in companies that are appealing to the younger generation.  One of their biggest investments was an early investment in Lime Bike.  Hope you enjoy this in...

If you're anything like me, taking vacations can be hard! With all the responsibilities on your lap, as well as your straight up passion for your business and/or fund, it's not as appealing to you as it is to the average person. Tune in today to hear me talk more on this subject and how I get around it. By the way, if you want to start your own fund, go to www.investmentfundsecrets.com today for f...

Most people aren't familiar with what I'm about to talk about today... and that is a "Fund of Funds"! If you're able to pull one off, the payoff can be huge. Tune in today to find out the Pros & Cons of a Fund of Funds By the way, if you want to start your own fund, go to www.investmentfundsecrets.com today! **We are not selling or soliciting a security in any way, shape, or form. This content...

This morning I was doing some yard work and this amazing idea came to mind... As you begin on this journey, one of the biggest challenges is the act of finding investors. It gets even trickier when you are in a niche industry with a niche type of investor. In this episode I'm diving into some exquisite strategies on how to find these investors, tune in 🎶 By the way, if you want to start a fund, g...

I tend to be very retrospective, and recently I've been reflecting back on the different "variables" in my journey... It's funny to see people preach the little tricks and hacks that got them success... ... especially since I don't think all the tricks and hacks in the world can help save you if you don't get this one variable right that I discuss today. Tune in today to learn what it is and how t...

Paul is one of my Dad's original partners on their first fund and has personally helped raise over $100 million from high-net-worth and family office investors. Paul is also one of our Mastermind mentors, and this is a small clip from a much longer interview that is included in our mastermind training course.  In this episode, Paul discusses how he would "get in the same room" as these invest...

In a society where talking about money is "taboo"... It's bound that we all believe in some of the myths created about money! I know so many people who's beliefs about money completely cripple their progress and potential, and it hurts me to see. One of best "lessons" I learned from my father (who co-runs a $20B family of funds) was about this subject, and I dive deep into that this episode. Tune...

If you've ever wanted to launch a private equity, hedge fund, real estate fund, or investment fund... You've probably been worried about the legal costs.. am I right?  In this episode, I show you how I validate my idea, and ensure that I don't pay for legal fees myself.  www.investmentfundsecrets.com Best,  Bridger Pennington Investment Fund Secrets bridger@investmentfundsecrets.com

Let's be real for a second. Starting and running a fund is SCARY! Your responsibility shoots through the roof, your reputation is on the line, it's hard, people's life savings are all in the hands of YOU... ...So to say that it's a walk in the park would be crazy. In today's episode, I want to dive into that a little bit more, and more specifically how to navigate these fears so that you can begin...

You've probably heard the buzz about Grant Cardone... If you haven't, he's in a tough spot right now and may be going bankrupt! After not paying his Q2 Investors, companies going under, and other things... Is he a genius marketer, or was he not careful and is now losing everything? Tune in today to learn from what one of the giants of our industry is going through right now. By the way, if you wan...

Stock market crashes... You start hearing about a recession that's looming... "Guru's" are telling you to take all your money and bury it in a bomb shelter... With all the uncertainty circulating, is it smart to start a fund? I'd argue absolutely. In fact, I've been turning down several deals for my fund due to too many deals! Tune in today to learn why it's a good time to start a fund... backed u...