Investment Fund Secrets

I get asked very frequently, "Bridger, how do you run this podcast AND a fund at the same time? Shouldn't you just be focused on your fund?" My answer is simple:  SYSTEMS and PRINCIPLES If your business can't run without you... that means you're a slave to your business. Today I want to walk you through the struggles I've had setting up systems and principles in my fund, and how I was able to...

What's the value of one connection? Some people find it hard to prioritize a relationship with someone that doesn't have any immediate pay off... ...What a lot of people don't have the *patience* for is the long-run payoff. Look at someone like Zion Williamson...  The connections he build throughout high-school and college landed him all the hype and media attention in the world, and over $45...

Today we're going to deep dive into SEC filings... and I want to contrast the two biggest exemptions in the SEC that most people file from! This episode goes through Reg D 506b vs REG D 506c Tune in today so that you can optimize your fund like the best! By the way, if you want to start your own fund without an Ivy League degree, go to www.investmentfundsecrets.com today **We are not selling or so...

Yesterday I was talking to a buddy of mine, and he asked me a really good question. Basically, he said: "Bridger, I get that everyone does it this way, but why do people set up funds via a General Partnership and Limited Partnership... ...Why isn't it an Inc or an LLC?" So today we're going to dive in to why you really need to use the fund model in order to scale in the investment world! By the wa...

So recently I've been getting a lot of people asking me, "Bridger, do you REALLY expect the average people to come off the street and start a fund..?" And my answer is no, I do NOT think that... First off, if you're listening to this, you are already above the average person in my opinion... And it's true, launching a fund is not easy. But I will say this: There are a lot of misconceptions out the...

If you missed our last interview, it was part 1 with Brandon Schwab, a student here at IFS who started a fund in the world of Assisted Living! In part two, we dive into unique ways to find capital, specifically how Brandon has done it. If you are having trouble getting capital, or you're worried about that when you do start, then this is a must-listen-to episode. P.S. here are links to Brandon's s...

Brandon is one of our students in the Investment Fund Secrets course, and we were on a 1 on 1 call recently and I said... "Brandon, you NEED to share what you're doing on the podcast!" So here we are :) Brandon has a brand new take on senior assisted living centers. He is converting old one-story homes into 5-10 bed senior assisted living centers.  If you're into real estate, you'll love this...

When running a fund, it's crucial to understand these 3 things: 1. Private Equity Waterfalls 2. Clawbacks 3. Catch-ups If you don't get these things right, it will make life very difficult... Tune in today to learn almost everything you need to know about these 3 things, so that you can start the most successful fund possible for you! By the way, if you want to learn how to start your very first f...

The most important element of your fund is the money itself... There are the "traditional" methods that almost everyone does, but that doesn't mean there aren't other ways to raise money! Today, I'm going to walk you through 3 different ways that I've used to find investors. By the way, if you want to start your own fund, go to www.investmentfundsecrets.com today **We are not selling or soliciting...

What's the difference between a Real Estate Investment Trust (REIT) and a Fund?  When I first started my career, I worked at a private equity fund... In my sector, we had about 40 people and managed about $1B. Soon people started saying that I worked at a REIT, but I thought I worked at a fund! Truthfully, I wasn't sure, so I had to do some research... In this episode, we're going to talk abo...

That's right, a poker course indirectly helped me grow my fund! A few years ago my family started a tradition of playing poker... My dad would give everyone $50 plus some house rules, and we'd just go at it. The last 5 years, I was AWFUL at it and would lose pretty badly... This year I decided to make a strategic change, and let's just say this principle carries onto multiple facets of my life now...

Learning about the Federal Reserve can make a huge difference on your fund... Why? Because it directly affects your funds... from inflation, to the economy, to how they change policies and more. Tune in today to learn a priceless lesson to help you grow your fund even further. By the way, if you want an in-depth training on how to start your very own fund, go to www.investmentfundsecrets.com **We...

An issue I see constantly with people who start funds or businesses is this: They think too small... From the outside it seems smart -- "I'm going to start with something small, as it probably means less risk and a higher chance to succeed!" Sadly, this is not the case (and it ends up hurting a ton of businessmen and fund managers). Tune in today to learn more about playing bigger, how to do it ri...

Do you really understand your fund documents..? When I was on a coaching call recently, this came across...  and if you understand this principle, it could save you thousands of dollars! Tune in today to learn some more secrets. By the way, if you want to start your fund, go to www.investmentfundsecrets.com ! **We are not selling or soliciting a security in any way, shape, or form. This conte...

People have often asked me, "Bridger, why are you doing this podcast?" Great question, with an even better answer behind it. Tune in today to hear the behind the scenes of Investment Fund Secrets  🔥 By the way, if you want an in-depth guide on how to start your fund, go to www.investmentfundsecrets.com ! **We are not selling or soliciting a security in any way, shape, or form. This content i...

Diving into the history of an industry is one of the best things you can do to succeed in the modern day... Whether it's diving into the history of sales, marketing, funds, etc. understanding the roots will give you a competitive edge above everyone else. Today, I dive into the story of the first Hedge Fund EVER... Get the popcorn, sit back, and learn some (valuable) history... PS -- if you want t...

Last week I was at this comedy club with my wife... Now most people just see the comedian's present their set, and everyone assumes that they're super talented... But I got the chance to talk to a pretty famous comedian, and the path to the top is not easy! Not only is it a grind over years, but it also helped me realize something HUGE for growing your funds... This secret principle is a huge hack...

I'll be honest, I hate Modern Portfolio Theory... In this episode, I discuss: What the theory is The good part of it The bad part that seriously restricts us... Ray Dalio's all-weather portfolio What investors are actually looking for And much much more! Tune in today so you can be best equipped for these situations when you have your own fund... By the way, if you want a step-by-step on how to st...

Odds are, you've seen Rocky... It is one of the best franchises of all time! But recently I stumbled across the story behind how Rocky was written, and I had to share it with you... It's not the product of lots of wealth and brain power, but something much more powerful... Tune in today to learn this massive key to success! By the way, if you want a step-by-step on how to start your very own fund,...

A big question I get hit with is: "Bridger, how do I actually raise money for my fund?" Granted, what good is a fund with no money?! So in today's episode I address this roadblock, so that you can go out there and start to raise money today! By the way, check out www.investmentfundsecrets.com to start your fund with this FREE premium training! **We are not selling or soliciting a security in any w...

When looking at Black Friday's aftermath, the biggest player is obviously Amazon... Their success and dominance wasn't luck, but a science! In 2 books called Red Ocean Blue Ocean and Play Bigger, it goes in-depth on how to position yourself in the market... This matters because there are mammoth competitors in the fund world, like Blackstone, so how can you win? Well, I'll just leave you with this...

Today we have special guest Matt Aitchison, host of Millionaire Mindcast! Matt has a crazy backstory that not many people know of: Went to jail, and hit his lowest point Changed his life direction Built a Real Estate empire Looking to scale to massive heights with funds and other vehicles But how exactly did he do it? Tune in today to hear his whole story and more! PS-- Our Black Friday/Cyber Mond...

I've been asked a lot lately, "Bridger, should I start a fund?" ...and I've been replying with, "Well, have you considered a Syndication?" I'll just say this: it's WAY better to get things moving rather than just thinking without action. Tune in to today's episode so you can: Learn what a syndication is, which opens up tons of opportunity for you Know if you should start a syndication or a fund, s...

I've done lots of coaching sessions recently and a question that keeps coming up is... "Bridger, how do I find good partners" I think a partnership in a business is like a marriage... By the way, check out www.investmentfundsecrets.com to start your fund with this FREE premium training! **We are not selling or soliciting a security in any way, shape, or form. This content is for entertainment purp...

PART 2:  In the last episode, we talked about how to pitch Family Offices (which are basically very wealthy families who have fund teams designed to invest into opportunities). In part 2 of this interview, we dive into the opposite side: How to get into Family Offices! Topics like: How to climb the ladder How to network for it and much much more... Tune in and enjoy, -Bridger Pennington By th...