Funds that Won
Fund Launch
Welcome to Funds that Won. Where we dive deep into some of the world's most renowned investment funds. We talk to investment managers across the alternatives landscape and learn how they built their million and billion dollar asset management empires. We're talking teams, structures, portfolio management, Investment philosophy & best practices in launching and running alternative investment funds.
ABOUT LINCOLN ARCHIBALD
Lincoln helps entrepreneurs & investors start funds. Lincoln is Chief Financial Officer of Fund Launch and Managing Partner & CIO of Black Card Capital Partners
He is an expert in alternative assets and works in real estate, private equity, venture capital, and hedge funds
Lincoln has consulted on more than $2 Billion AUM
Instagram: https://www.instagram.com/lincolnarchibald
To learn more about launching and scaling your own fund, visit www.fundlaunch.com
DISCLAIMER:
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 for taking any further action. We are not selling or soliciting a security in any way, shape or form. This content is for educational purposes only and is not to be construed as financial or legal advice. Clients of Fund launch or Black Card Capital Partners may maintain positions and securities discussed on this podcast.
ABOUT LINCOLN ARCHIBALD
Lincoln helps entrepreneurs & investors start funds. Lincoln is Chief Financial Officer of Fund Launch and Managing Partner & CIO of Black Card Capital Partners
He is an expert in alternative assets and works in real estate, private equity, venture capital, and hedge funds
Lincoln has consulted on more than $2 Billion AUM
Instagram: https://www.instagram.com/lincolnarchibald
To learn more about launching and scaling your own fund, visit www.fundlaunch.com
DISCLAIMER:
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 for taking any further action. We are not selling or soliciting a security in any way, shape or form. This content is for educational purposes only and is not to be construed as financial or legal advice. Clients of Fund launch or Black Card Capital Partners may maintain positions and securities discussed on this podcast.
Episodes
Mentioned books
Jun 26, 2024 β’ 47min
Investing In The Future Through DeFi and Web3 | Michael Swensson | M31 Capital | Ep 50
For today's episode of "Funds That Won," I sit down with Michael Swensson, co-founder of M 31 Capital, a global investment firm specializing in AI and blockchain technologies. Michael discusses the unique investment strategies of M 31 Capital, emphasizing their focus on decentralized finance and Web3 as pivotal elements shaping the future of finance and technology. He provides insights into the firm's growth, highlighting its global team and decentralized operations, which contribute to its dynamic market presence.
Jun 20, 2024 β’ 43min
Behind The Scenes of a $50mm Venture Fund | Kate Beardsley | Hannah Grey | Ep 49
In this episode of Funds That Won, I sit down with Kate Beardsley from Hannah Grey. Kate discusses Hannah Grey's focus on pre-seed and seed investments, emphasizing their commitment to backing customer-obsessed founders who redefine everyday experiences. She provides insights into their investment strategy, highlighting their approach to portfolio construction, cultural trends analysis, and their emphasis on team dynamics and market timing. Kate also shares the story behind the founding of Hannah Grey and offers advice for aspiring fund managers, underscoring the importance of strong partnerships and thorough preparation.
Jun 12, 2024 β’ 50min
The Forgotten Industry of Middle-Market Credit Investing | Arthur Roulac | Three Court | Ep 48
In this episode of "Funds That Won," Arthur Roulac from Three Court discusses their investment strategy, focusing on middle market and lower middle market credit investing, primarily through purchasing discounted loans and bonds. Arthur emphasizes the value in these often overlooked markets, noting the firm's methodical approach to finding opportunities for returns through interest and price appreciation. He also highlights the firm's lean structure, founded in 2012, which manages over $100 million in assets with a small, dedicated team. Lastly, Arthur shares insights on the importance of having a clear point of view, strong partnerships, and the right client expectations for fund management success.
Jun 5, 2024 β’ 32min
Managing 7 Figures At 20 Years Old | Alexis Morgan | Peach State Capital | Ep 47
In this episode of "Funds That Won," we sit down with Alexis Morgan from Peach State Capital, a real estate investment firm based in Atlanta, Georgia. Alexis shares the unique aspects of Peach State Capital, including their focus on providing short-term bridge loans to real estate investors and their competitive advantage of quick transaction execution. Additionally, we dive into Alexis's journey from wholesaling real estate to managing a fund with over six million dollars in investor capital by 20 years old. Alexis discusses the importance of forming strong partnerships, the challenges of fund management, and his vision for scaling Peach State Capital. Finally, she also emphasizes the value of surrounding oneself with experienced mentors and constantly learning to achieve success in the finance industry.
May 29, 2024 β’ 41min
Providing Capital To Accelerate The Energy Transition | Kristian Hanelt | Ultra Capital | Ep 46
In this episode of "Funds That Won," Kristian Hanelt from Ultra Capital discusses the firm's unique approach to energy transition investments. He explains that Ultra Capital focuses on businesses that are asset-heavy and execution-oriented, filling a gap between traditional venture capital and large-scale private equity. Kristian shares insights into Ultra Capital's strategy, highlighting their focus on proven technologies like solar, batteries, and electric vehicle infrastructure. Additionally, he emphasizes the importance of mentorship, strong judgment of character, and a disciplined investment approach in achieving success.
May 22, 2024 β’ 42min
America's Largest Venture Firm For Individual Investors | Alumni Ventures | Ludwig Pierre Schulze | Ep 45
For today's episode of Funds That Won, I sit down with Ludwig Schulze from Alumni Ventures. Ludwig discusses how their fund uses alumni connections to find and invest in new businesses. He explains that they donβt lead investment rounds but instead invest alongside other big venture funds. Ludwig emphasizes the importance of having a lot of investment opportunities and their method of carefully evaluating these opportunities. He also shares how they've successfully raised money from individual investors and the value of building good relationships with the founders they support.
May 15, 2024 β’ 33min
The Future of Technology in Alternative Assets | Fund Launch Live Panel | Ep 44
For today's episode of Funds that Won, I am posting the recording of a panel we did this year at Fund Launch Live. This panel discussion was on the future of technology in alternative assets. These were the panelists:Andrew Smith: GP at the Savory Fund - $750 million AUMBryce Sutton: Co-Founder and Managing Partner at Summit Global Investments - $2+ Billion AUMDan Young: Co-Founder of Ugly Unicorn crypto fund - 8 Figures AUMKoloa Wolfgramm: Founder of Wolfgramm Capital - $600 million AUMThere were a lot of great conversations during this panel! Enjoy
May 7, 2024 β’ 38min
Investing In Commercial Insurance | New Reign Capital | Zach Brown | Ep 43
Zach Brown, a founding partner at New Reign Capital, shared insights into transforming commercial insurance through innovative strategies. He discussed their unique approach of keeping acquired companies operationally independent, enhancing specialized skills while avoiding merger pitfalls. Zach elaborated on plans to raise a $30 to $50 million fund to drive acquisitions, focusing on efficiency and collaboration within the industry. He also shared personal stories of perseverance and the importance of integrity in building a successful team.
May 1, 2024 β’ 33min
The 4 Core Pillars of Your Investment Offering | Lincoln Archibald at Fund Launch Live 2024 | Ep 42
For today's episode, I am uploading the audio from my presentation at Fund Launch Live 2024! In this presentation, I break down the 4 core pillars for structuring your investment offering:Your asset classYour strategyYour teamThe structure of your offerOn top of that, I also dive into how you can properly communicate these pillars to potential investors.Enjoy!
Apr 24, 2024 β’ 13min
Fund Launch Partners Update | Lincoln Archibald | Ep 41
For today's episode, I sit and give an update on our GP stakes fund - Fund Launch Partners. With the successful raise of our initial $1.2 million from friends and family, we've set a strong foundation and have really validated our GP stakes thesis. Despite the complexity and the time it has taken to get to our first close, the experience has been instrumental in shaping our strategy and operations, confirming the massive job it is to run a fund.Over the last few moths, we've struck deals with very impressive emerging funds like Ollin Ventures, Venatic Capital, and a PE/Real Estate firm out of Arizona. They have been great to work with, and we really believe in their potential to scale.
