
1: Backstory of Backstory | What's My Story? | Why Should You Care? | Does Storytelling Actually Work in the Investment Biz (Spoiler: Yes, It Does)
Billion Dollar Backstory
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The Power of Conversion
conversion of Amrit Berg's LP into an interval fund empowered them to grow the fund from 90 million to over 200 million. By pursuing the conversion, Homer Berg was able to lower minimums to 25,000 welcome accredited investors in addition to qualified purchasers. The entire conversion process was highly efficient because Homer Berg chose to partner with Ultimus and other partners with a proven track record in this type of structure to structure product transition.
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