Investment Fund Secrets S2 cover image

Investment Fund Secrets S2

Latest episodes

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Feb 24, 2025 • 13min

Family Offices: Inside Wealth Management and Investment Strategies: Ep 357

Bridger Pennington, who manages two eight-figure investment funds, explains what a family office is, the different types (single vs. multi-family), and how to approach and pitch to them.Want to launch a fund? Click to watch a free training:https://fundlaunch.click/family-officesSign up to watch the free training and discover how to launch a fund. Stop leaving carry on the table doing one-off deals. Your track record deserves a fund.All Information Shared Are The Sole Thoughts and Opinions Of The Author. Do Not Take Any Information As Legal Or Financial Advice. You Should Seek A Certified Accountant And A Professional Legal Team Before Taking Any Further Action.‍*Results may vary depending on a number of factors, including but not limited to market conditions, investor demand, and investment strategy. While our courses are designed to provide you with the knowledge and tools necessary to launch a fund, we cannot guarantee any specific results or outcomes. Your success will depend on your own efforts, diligence, and ability to execute on the strategies and techniques that you decide to pursue. We make no representation or warranty that you will achieve any particular level of success or earnings, and you accept the risk that the results may differ from those described in our materials.****We are not selling or soliciting a security in any way, shape, or form. This content is for educational purposes only and is not financial or legal advice.fundlaunch.com
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Feb 18, 2025 • 24min

Prepare for Any Investor Meeting: High Net Worth to Institutions: Ep 356

Want to master your next investor meeting? In this episode, Bridger dives deep into preparing for crucial investor conversations. He breaks down the different types of investors, high net worth individuals, family offices, and institutions—and explains how to tailor your pitch for each.Want to launch a fund? Click to watch a free training:https://fundlaunch.click/investor-meetingsSign up to watch the free training and discover how to launch a fund. Stop leaving carry on the table doing one-off deals. Your track record deserves a fund.All Information Shared Are The Sole Thoughts and Opinions Of The Author. Do Not Take Any Information As Legal Or Financial Advice. You Should Seek A Certified Accountant And A Professional Legal Team Before Taking Any Further Action.‍*Results may vary depending on a number of factors, including but not limited to market conditions, investor demand, and investment strategy. While our courses are designed to provide you with the knowledge and tools necessary to launch a fund, we cannot guarantee any specific results or outcomes. Your success will depend on your own efforts, diligence, and ability to execute on the strategies and techniques that you decide to pursue. We make no representation or warranty that you will achieve any particular level of success or earnings, and you accept the risk that the results may differ from those described in our materials.****We are not selling or soliciting a security in any way, shape, or form. This content is for educational purposes only and is not financial or legal advice.fundlaunch.com
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Feb 14, 2025 • 6min

Developing your Strategy : Navigating Regulatory Fields : Ep 355

Financial regulations are complex. This episode examines securities and tax regulations worldwide and how understanding them can enhance fund performance. Bridger also dives into the roles of legal, regulatory, and strategic experts.Want to launch a fund? Click to watch a free training:https://fundlaunch.click/Developing-your-strategySign up to watch the free training and discover how to launch a fund. Stop leaving carry on the table doing one-off deals. Your track record deserves a fund.All Information Shared Are The Sole Thoughts and Opinions Of The Author. Do Not Take Any Information As Legal Or Financial Advice. You Should Seek A Certified Accountant And A Professional Legal Team Before Taking Any Further Action.‍*Results may vary depending on a number of factors, including but not limited to market conditions, investor demand, and investment strategy. While our courses are designed to provide you with the knowledge and tools necessary to launch a fund, we cannot guarantee any specific results or outcomes. Your success will depend on your own efforts, diligence, and ability to execute on the strategies and techniques that you decide to pursue. We make no representation or warranty that you will achieve any particular level of success or earnings, and you accept the risk that the results may differ from those described in our materials.****We are not selling or soliciting a security in any way, shape, or form. This content is for educational purposes only and is not financial or legal advice.fundlaunch.com
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Feb 12, 2025 • 11min

Finding the Right Partners: Strengthen Your Fund’s Hand : Ep 354

Your fund’s success depends on more than just great deals—it’s about who’s on your team. Bridger Pennington explains how to structure your fund’s leadership, bring on credible advisors, and use strategic networking to gain a competitive edge.Want to launch a fund? Click to watch a free training:https://fundlaunch.click/Strengthen-your-teamSign up to watch the free training and discover how to launch a fund. Stop leaving carry on the table doing one-off deals. Your track record deserves a fund.All Information Shared Are The Sole Thoughts and Opinions Of The Author. Do Not Take Any Information As Legal Or Financial Advice. You Should Seek A Certified Accountant And A Professional Legal Team Before Taking Any Further Action.‍*Results may vary depending on a number of factors, including but not limited to market conditions, investor demand, and investment strategy. While our courses are designed to provide you with the knowledge and tools necessary to launch a fund, we cannot guarantee any specific results or outcomes. Your success will depend on your own efforts, diligence, and ability to execute on the strategies and techniques that you decide to pursue. We make no representation or warranty that you will achieve any particular level of success or earnings, and you accept the risk that the results may differ from those described in our materials.****We are not selling or soliciting a security in any way, shape, or form. This content is for educational purposes only and is not financial or legal advice.fundlaunch.com
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Feb 6, 2025 • 13min

Understanding Non-Accredited Investor Funds: Reg A & Reg CF Explained : Ep 353

In this episode, Bridger breaks down the complexities of raising money from non-accredited investors, exploring the differences between Reg A, Reg CF, and traditional accredited investor funds. Learn why the SEC imposes stricter regulations, the costs associated with managing these funds, and the challenges of dealing with smaller investors. Sign up to watch the free training and discover how to launch a fund. Stop leaving carry on the table doing one-off deals. Your track record deserves a fund.https://fundlaunch.click/non-accredited-investorAll Information Shared Are The Sole Thoughts and Opinions Of The Author. Do Not Take Any Information As Legal Or Financial Advice. You Should Seek A Certified Accountant And A Professional Legal Team Before Taking Any Further Action.‍*Results may vary depending on a number of factors, including but not limited to market conditions, investor demand, and investment strategy. While our courses are designed to provide you with the knowledge and tools necessary to launch a fund, we cannot guarantee any specific results or outcomes. Your success will depend on your own efforts, diligence, and ability to execute on the strategies and techniques that you decide to pursue. We make no representation or warranty that you will achieve any particular level of success or earnings, and you accept the risk that the results may differ from those described in our materials.****We are not selling or soliciting a security in any way, shape, or form. This content is for educational purposes only and is not financial or legal advice.fundlaunch.com
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Feb 3, 2025 • 12min

The Easiest Fund to Start: The Power of Private Lending Funds : Ep 352

Thinking about launching your own investment fund but unsure where to start? In this episode, Bridger breaks down what might be the simplest and most effective way to begin—private money lending. Bridger shares insights from his dad, a seasoned Deca-billion-dollar fund manager, on why this type of fund is a game-changer. Learn how to build a track record quickly, structure deals, and avoid common pitfalls. Whether you're new to funds or looking for a smart way to get started, this episode is packed with actionable advice.Sign up to watch the free training and discover how to launch a fund. Stop leaving carry on the table doing one-off deals. Your track record deserves a fund.https://fundlaunch.click/easiest-fund-to-startAll Information Shared Are The Sole Thoughts and Opinions Of The Author. Do Not Take Any Information As Legal Or Financial Advice. You Should Seek A Certified Accountant And A Professional Legal Team Before Taking Any Further Action.‍*Results may vary depending on a number of factors, including but not limited to market conditions, investor demand, and investment strategy. While our courses are designed to provide you with the knowledge and tools necessary to launch a fund, we cannot guarantee any specific results or outcomes. Your success will depend on your own efforts, diligence, and ability to execute on the strategies and techniques that you decide to pursue. We make no representation or warranty that you will achieve any particular level of success or earnings, and you accept the risk that the results may differ from those described in our materials.****We are not selling or soliciting a security in any way, shape, or form. This content is for educational purposes only and is not financial or legal advice.fundlaunch.com
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Jan 24, 2025 • 1h 2min

Is This The New Era For Crypto? (Ft. Jake Claver): Ep 351

Jake Claver currently manages a $300 Million in the crypto space and today we get his insights on where the market could be going. We take a deep dive into the potential explosive future of cryptocurrency and digital finance as we uncover how XRP could disrupt the $5 trillion-a-day SWIFT system and reshape global markets. With pro-crypto leadership at the SEC and new regulations on the horizon, the US is primed to dominate blockchain innovation. We dissect the rise of stable coins as one of the potential big winners of 2025, expose the risks and potential unraveling of Tether, and reveal how tokenized assets could revolutionize funds, forex, and global payment systems. Want to launch a fund? Click to watch a free training: https://fundlaunch.click/new-era-of-cryptoAll Information Shared Are The Sole Thoughts and Opinions Of The Author. Do Not Take Any Information As Legal Or Financial Advice. You Should Seek A Certified Accountant And A Professional Legal Team Before Taking Any Further Action.‍*Results may vary depending on a number of factors, including but not limited to market conditions, investor demand, and investment strategy. While our courses are designed to provide you with the knowledge and tools necessary to launch a fund, we cannot guarantee any specific results or outcomes. Your success will depend on your own efforts, diligence, and ability to execute on the strategies and techniques that you decide to pursue. We make no representation or warranty that you will achieve any particular level of success or earnings, and you accept the risk that the results may differ from those described in our materials.****We are not selling or soliciting a security in any way, shape, or form. This content is for educational purposes only and is not financial or legal advice.
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Jan 16, 2025 • 25min

The Art of Public Speaking: Mastering Stage Presence | Ep 350

In this episode, Bridger goes over the lessons learned from years of standing on stage, overcoming nerves, and connecting with audiences of all sizes.https://fundlaunch.click/public-speaking
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Jan 9, 2025 • 14min

What I've Learned: The Key Business Lessons That Drove FundLaunch to $35 Million in Revenue Ep | 349

Discover the key insights and strategies that propelled FundLaunch to over $30 million in revenue. From niche mastery to audience engagement, I’ll break down the lessons that have made the biggest impact.https://fundlaunch.click/top-5-lessons
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Jan 6, 2025 • 29min

Reviewing 2024: Key Moments and Milestones | Ep 348

Bridger opens up about turning down lucrative offers to sell his business, choosing instead to pursue a higher vision. Learn how mindset, passion, and long-term thinking drive success beyond the dollar signs.https://fundlaunch.click/reviewing-2024

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