Investment Fund Secrets

Regret is something that runs a lot of peoples lives... I've had my fair share of opportunities where I've just wondered, "Will I regret NOT doing this?" Particularly an instance where I recently got offered a beautiful 6-figure job... It was either take that, OR launch my fund. Obviously I took the fund route, but do I regret it? ...and more importantly, will you regret it? Tune in today to find...

Today I have Dan Caffee With Me! When I first met Dan, I was very impressed with what he'd done in his life. From selling businesses north of $100mm in 2017, to running a Hybrid Family Office, he knows a lot (and shares a lot on this episode) From: •  Business Management • Hiring Correctly • What LP's look for in a deal • What LP's avoid and much much more. Tune in today to learn about the be...

Amidst all the pandemic madness, it's been interesting to watch the responses of certain companies and funds... Our gut reaction as humans is to get into defense mode, preserve, and protect what we have so we don't lose it. That's exactly what hundreds of businesses are doing right now, two weeks into this behemoth and they're already laying off thousands of employees... ...While other financial g...

A few months ago when I was in Nashville for a conference, Tom Bilyeu, founder of Quest bar gave a presentation that was incredible. One of the main stories he referred to was about this AI chess bot. When it first started, it was the worst player you could possibly be... ...BUT the AI bot learned NOT to do that specific action... Then it played another game, losing but learning not to do that act...

Last month I had the privilege of interviewing Venture Capital Expert, Sid Krommenhoek for our Mastermind! With over 90 minutes of content, I decided to share some key gold nuggets and Sid's story with you all. It's not every day you get to hear from the man himself! 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...

Starting a fund can be stressful... and without a doubt, one of the biggest roadblocks you may hit are the licenses to start one! But... what if you didn't need a license at all? Tune in today to learn more! By the way, if you want to start your own fund, go to www.investmentfundsecrets.com today for FREE! **We are not selling or soliciting a security in any way, shape, or form. This content is fo...

Today I have a SUPER special guest and friend... Mr. Zach Morrow! Zach's background is far from average. From being in the secret service serving under 2 different US Presidents, to blowing up in the fund world, Zach is a master at raising money! While most people go out and try to find private investors, family offices, or institutions the old fashioned way, Zach does it differently: Through Onli...

Can the Fed Stop COVID-19? What this Means for a Young Fund Last week in the Mastermind, we had John Pennington come on… (John is a co-founder of a $20 billion family of funds) He mentioned the Fed is trying to GIVE YOU MONEY! You need to be in a good position to receive it.  Fed announcing low-interest rates, almost 0%… hopefully won’t go negative. Fed launches the Commercial Paper Funding F...

You’ve heard the news... corona is taking the world by storm. With people barely able to function, how will this effect the fund world? Tune in today to find out... By the way, if you want to start your own fund, go to www.investmentfundsecrets.com today for FREE **We are not selling or soliciting a security in any way, shape, or form. This content is for entertainment purposes only and is not fin...

Today we're diving deep on the importance and power of Storytelling... Whether it's to: Investors Partners Employees and even to yourself... Since the dawn of time, human's crave story.  What was once passing down legends from your ancestors, to spreading important news, storytelling is hardwired in us. Tune in today to expound how this crucial skill can change your life today! By the way, jo...

Today we have a special guest, with Ace Chapman coming on! Ace bought and sold his first business at age 19 through some very crafty methods, and since then has been on an absolute tear. Being one of the most world-renowned experts on buying and selling businesses, this is not an episode to miss. If you're still not sure what to start your fund on, this could very well be what you commit to! Learn...

So last year I met TWO billionaires... I started off super optimistic, but things might've not gone in my favor... Tune in today to learn the valuable lessons that I learned from this experience, so you're better equipped when your time comes! By the way, join our free facebook group where we network and talk about all things funds!  https://www.facebook.com/groups/2141397169320987/ **We are...

Unless you've been living under a rock the past 6 months, then odds are you've heard all about the Coronavirus. Obviously this poses a big health risk, but there is another big risk it poses... On FUNDS! Tune in today to learn why, and more importantly, how to protect yourself. P.S. if you haven't yet, join our exclusive Facebook group where we talk about all things funds, network, and more: https...

Boom!!  So yesterday we official went LIVE with our ultimate fund  training (If you haven't seen it yet, go to www.investmentfundsecrets.com/replay ) The feedback was incredible to say the least. But anyways, the first "secret" that we shared on the webinar training was The Secret Structure of a $20B Fund... People loved this secret, so I wanted to share it on here to guarantee you heard...

First off in this episode I want to talk about some Mastermind details... We have top experts in every field that came on to show you exactly what you need to do to start your fund, and so much more... Then secondly, I want to tell you a story of a friend of mine who got lost in Idaho, which resulted in a search team of over 200 people to find him! Don't worry, this story has some valuable lessons...

When I say that fund managers need to be good marketers, a common response I get is, "Why would I need to worry about that? I'm managing a fund..." The truth is, in order to be a good fund manager that succeeds at the top, marketing is essential (and all the greats will tell you that). Tune in today to learn why, and more importantly the HOW/WHAT you need to learn in a marketing sense to dominate...

A few days ago I googled "How to start an investment fund..." And the top result said: 1. Write up a business plan 2. Find some money 3. Hire a bunch of lawyers... and you're good to go! I know, pretty weak... I could tell that the writer didn't really know how to start a fund... Then on the other side people make starting a fund seem like the hardest battle in the world! So what I want to do is p...

Recently, Vivint did a Reverse Merger at $5.3B... ...So, what is a Reverse Merger? Basically, it goes like this: --> Vivint wants to go public, but they don't want to go the traditional route. (IPO, 12 months of pitching investors, etc...) So instead, they did a Reverse Merger. 👉There are shell companies (for example, Mosaic) listed on the market, which are looking for someone to partner with...

I started and launched 14 different businesses while I was in college... I got into school and I was like, "this is my time!" My theory was I’m going to get up to the plate and keep swinging... As long as I’m at the plate swinging, I'll eventually hit a double, triple, or even a home-run, right? As an Entrepreneur, you're investing in your self… entrepreneurs even see failure as progress.  Wh...

A topic that people have been frequently asking me about recently is how does Crowdfunding work with the SEC! So in today's episode we'll be diving into Regulation A+ filings... A.K.A. Crowdfunding Filings. This has been gaining in popularity over the past few years... In fact, in 2012 after the JOBS Act, the SEC made it even easier to pull this off effectively. So tune in today as we dive into Cr...

The reality of life is this: Some people are meant for some things, while others just aren't... even if they really want to be . One of those fields is Entrepreneurship.  Lots of people want to make it in Entrepreneurship, whether it's through a Fund, Real Estate, a tech start-up, etc... So how can one tell if they have that "entrepreneur bug"? One of my mentors I have had a privilege of meet...

Today Is Part Two of our interview with Aaron Wagner! Just to refresh your memory, Aaron Wagner is an expert deal maker (typically done through fund syndicates) who's businesses combined has an enterprise value of over $2B. Some of the things we cover are: - How to structure and do syndicate deals - Deep Dives on Partners - And much more... By the way, if you want to start your own fund, go to www...

Today we have a super special guest on with us... And his name is Aaron Wagner! Aaron Wagner is an expert deal maker (typically done through fund syndicates) who's businesses combined has an enterprise value of over $2B.  In part 1 of this in depth interview we dive into tons of things, including: - How Aaron got started as an immigrant from Canada after a pro football career - Then he couldn...

I often get asked, "Bridger, what do I invest in with my fund?" Now... I don't really dive much into what to invest in, I talk more about HOW to structure a fund and raise money.. However, this episode is designed to give you ideas of where to find arbitrage in the markets!  Many great businesses and funds are built off of Arbitrage (Buying things in one market and selling them in another mar...

There's this "chicken and the egg" situation when it comes to building your fund... You want to start a fund to 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 build your track record... By the way, if you want to start your own fund, go to www.investmentfundsecrets.com today **We are not selling or soliciting...