Investment Fund Secrets

158. How A Biden Presidency Will Affect Investing And Funds

15 Jan 2021

Contributed by Lukas

I'm sure everyone has had their eyes glued to the news...   Joe Biden won the presidential election   A blue wave pushing through congress &...

157. How To Network Like The Top 1%

12 Jan 2021

Contributed by Lukas

Today we are going to be talking about arguably the most important skill you can develop as an entrepreneur...networking!   Since I've started th...

156. What A BILLIONAIRE Taught Me About Picking Deals

08 Jan 2021

Contributed by Lukas

Last week I had an amazing opportunity to sit down with a multi-billion dollar fund manager...   ...And let me say, I learned A TON   There ...

155. This Is The #1 Thing You Need To Focus On When Starting A Fund...

05 Jan 2021

Contributed by Lukas

When starting a fund or business, it seems like there are 1,000 different things that you need to be focusing on It can get pretty crazy! But after la...

154. Can You Raise Money From International Investors?

29 Dec 2020

Contributed by Lukas

Can you raise money from international investors?   What are the rules and regulations?   'Is it something I should do?   I'm going to ...

153. Open Ended vs. Close Ended Funds (Explained)

22 Dec 2020

Contributed by Lukas

Today, we are going to talk about open ended and closed ended funds🔥   This is absolutely CRUCIAL when you are structuring your fund...  ...

152. Fail Fast & Fail Cheap | How We Launched Investment Fund Secrets

18 Dec 2020

Contributed by Lukas

When starting a business this concept changed my life.   In entrepreneurship, there are a lot of "ideas" floating around and noise in your head....

151. The CRAZY Life of a Fund Manager (Q&A)

15 Dec 2020

Contributed by Lukas

For todays episode, we are doing a Q&A about being an investment fund manager🔥   I've been writing down common questions I've been ge...

150. Jerry Wright Talks About Fund Administrators

11 Dec 2020

Contributed by Lukas

Today we've got an awesome interview with Jerry Wright from Strata for you🔥 One question I get asked a lot is "how and when do you use a fund admin...

149. This is How 99% of Rich People Think...

04 Dec 2020

Contributed by Lukas

Have you ever heard the saying that success comes from between your ears?   Well, I live by that   I believe that the mindset you have ...

148. Breaking Down Portfolio Management

01 Dec 2020

Contributed by Lukas

In this episode, Lincoln and I break down everything you need to know about portfolio management🔥 As a fund manager, it's important to remember tha...

147. How To Find And Incentivize Money Raisers

27 Nov 2020

Contributed by Lukas

What happens when you have found an amazing deal, but just don't know how to raise the money? ...or quite frankly, you don't even want to raise the mo...

146. Can You Have Multiple Offerings?

24 Nov 2020

Contributed by Lukas

So one of my mastermind students asked me a fantastic question... He said "Bridger, is it possible to have multiple offerings?"  The answer may s...

145. How To Start A Crypto Fund (In-Depth)

20 Nov 2020

Contributed by Lukas

We've got a good one for you guys today...   Lincoln and I dive deep into crypto currency, including:   -the different types   -ou...

144. This Is Why I Love Paying For Shortcuts...

17 Nov 2020

Contributed by Lukas

During my journey as an entrepreneur and fund manager, I have learned how to get things done FAST ...but it's not because I'm super smart or just way ...

143. How To Build A Hedge Fund Incubator

13 Nov 2020

Contributed by Lukas

Today we are going to be talking about Hedge Fund incubators!   This is a great strategy to:   1. build a track record   2. File your d...

142. How Do Fund of Funds Work? (Explained)

10 Nov 2020

Contributed by Lukas

In todays episode, we are going to be talking about fund of funds🔥   How does one work?   How can you start one?   How does it benefit investors...

141. This Will Make Investors Fall In Love With Your Idea

06 Nov 2020

Contributed by Lukas

I think we can all think back to the exact moment in time where we fell in love with our passion... Whether it was entrepreneurship, funds, fishing, e...

140. This Is Why I'm Taking The Series 65...

30 Oct 2020

Contributed by Lukas

After years of running my fund, I am FINALLY taking the series 65... Why now? Why have I waited so long?  It's gonna take some explaining, so tun...

139. How To Pick Your Asset Class For Real Estate Funds

27 Oct 2020

Contributed by Lukas

Picking your asset class is one of the most important steps in starting a real estate fund   Some of the biggest "red ocean" investment classes a...

138. Dan Young Explains The Do's and Don'ts Of Pitching High Net Worth Individuals

23 Oct 2020

Contributed by Lukas

Dan Young is the man🔥 In this interview, Dan Young, the CEO of Xidax PCs, explains how he built his online gaming empire, what it takes to be a suc...

137. Basic Marketings Tips That Every Fund Manager Needs To Know

20 Oct 2020

Contributed by Lukas

Sometimes you get so caught up in the fund, you forget to touch up on your marketing! Every fund manger should have the following: -domain -email (wit...

136. Stick To The Plan And Learn How to Endure

16 Oct 2020

Contributed by Lukas

With all the craziness that has been going on these last 10 months (and will continue to happen in the foreseeable future), it may be tempting to play...

135. These Are The Reasons Why Hedge Funds Fail... (Backend Content)

13 Oct 2020

Contributed by Lukas

Don't get me wrong, hedge funds are amazing, and you can make A TON of money by starting one But this being said, even though you can have massive gai...

134. Revealing My Top Productivity Hacks!

09 Oct 2020

Contributed by Lukas

All entrepreneurs and fund managers are faced with the same exact question... "how can I maximize my productivity and make sure I'm getting things don...

133. The Law (LIE) of Averages (Backend Content)

06 Oct 2020

Contributed by Lukas

One question that I get a lot is "Bridger, how do I measure my funds performance?" And well, there are actually a ton of metrics that you can use... Y...

132. This Is Why You Should Read Books You Disagree With...

02 Oct 2020

Contributed by Lukas

Confirmation bias is dangerous... We tend to get trapped in this loop of only consuming content that confirms what we believe in In order to combat th...

131. How To Increase The Surface of Luck

29 Sep 2020

Contributed by Lukas

Back in my dating days, I used to pray to God for the perfect girl to marry... but I didn't ask for some perfect, story tale way of finding her I just...

130. This Is Why I Don't Pick Stocks...

25 Sep 2020

Contributed by Lukas

Guys, this is exactly why I don't pick stocks... My wife has been making fun of me all morning about the stock I invested in!!! Let's just say it isn'...

129. Where Do Funds Fall in The Landscape of Investments? (Backend Content)

22 Sep 2020

Contributed by Lukas

It's time to receive your degree in Finance in under 14 minutes🔥 In this episode, Lincoln and I break down the different types of investments you c...

128. You NEED To Do This Before Meeting With A Lawyer...

18 Sep 2020

Contributed by Lukas

One of the most valuable lessons I learned a few years back from one of my mentors was that you don't want your lawyer to be your teacher... You don't...

127. Breaking Down Four Successful Private Equity Firms

18 Sep 2020

Contributed by Lukas

A big secret of the Private Equity space is that you don't need A TON of money to be successful 3 out of the 4 firms we break down today operate with ...

126. Search Funds and SPACs EXPLAINED...

11 Sep 2020

Contributed by Lukas

Bill Ackman just launched a MASSIVE SPAC, or "blank check IPO" and we all know Bill Ackman likes to make BIG moves... Along with Search Funds, SPACs a...

125. How To Scale Your Fund Through Impact Investing

08 Sep 2020

Contributed by Lukas

Today's episode discusses a new fund-niche that has come to light over the last decade... it is called philanthro (or impact) investing🔥 The reason...

124. The Secret To Beating Out ALL Fund Competition...

04 Sep 2020

Contributed by Lukas

In today's episode, I dive into one of the core principles in my fund framework... In fact, this piece is the foundation that your fund is built off ...

123. How Chase Kelly and Eric Slaugh Have Grown Their Real Estate Fund in 2020 (The Year of Disaster)

01 Sep 2020

Contributed by Lukas

Eric and Chase are both students in the IFS mastermind program, and they have been absolutely killing it! They started out doing syndication deals and...

122. Hunter Thompson Reveals How He Built His Private Equity Empire (With No Ivy League Degree or Wall Street Experience)

28 Aug 2020

Contributed by Lukas

In this episode, I talk with Hunter Thompson on how he was able to build his Private Equity Empire Hunter is the Founder of Asym Capital, and has over...

120. Is 2020 a good time to start a fund?

21 Aug 2020

Contributed by Lukas

 I was recently on a coaching call with one of my students and he was telling me this amazing idea he had for a fund ...and it was really good! b...

119. How Hard Money Loans Work

18 Aug 2020

Contributed by Lukas

Today I'm going to be diving into HARD MONEY LOANS! I get a lot of people asking me questions about hard money loans, or things up this alleyway, so ...

118. The Science of SUCCESS (And The Art of Fulfillment)

14 Aug 2020

Contributed by Lukas

As you navigate your careers, the pathway to success may be pretty obvious... Of course, it's hard, but if you follow certain steps for long enough, ...

117. What If Producers Stopped Producing? (The Attack On Capitalism)

11 Aug 2020

Contributed by Lukas

What if the producers of the world... Stopped producing? I recently read the behemoth of a book, Atlas Shrugged. And I'll have to admit, it was fil...

116. Interview With The #1 Crowdfunder In The WORLD!

07 Aug 2020

Contributed by Lukas

Today I have on with me, Mr. Zach Smith! Zach is the #1 person in the world when it comes to crowdfunding. From Indiegogo to Kickstarter, to any oth...

115. The Story Of George Soros - The Good, The Ugly, And More...

04 Aug 2020

Contributed by Lukas

Today I want to dive into the story of George Soros... If you've been in this space for any amount of time, you've definitely heard of Soros... Ther...

114. Syndication Structure - Everything You Need To Know!

31 Jul 2020

Contributed by Lukas

Today we're going to talk about the structure of a syndication... - How to set it up -What to partnerships look like -And much much more... If you d...

113. How To Make Your Investment Thesis

28 Jul 2020

Contributed by Lukas

Boom, what's up guys. Today I'm going to be diving into your Investment Thesis... - How to build one - How to formulate one - What it is etc... Wha...

112. The 5 Stages To Launching A Fund

24 Jul 2020

Contributed by Lukas

If you know my story, I started 6 businesses prior to launching my fund... Meaning, I started 6 businesses that did not work, doing all kinds of stuf...

111. Why I Seek Out Mentors (And Why You Should Too)

21 Jul 2020

Contributed by Lukas

If you've spent any amount of time in this entrepreneurial world, then you've probably heard several times to "find a mentor"... Almost to the point ...

110. 3c1 Funds vs. 3c7 Funds

17 Jul 2020

Contributed by Lukas

Today I'm going to be diving into the difference between 3c1 Funds and 3c7 Funds... Both have their pros and cons...  Including one being able ...

109. Why I Became An Entrepreneur (And How To Overcome "The Hurdle")

14 Jul 2020

Contributed by Lukas

In today's episode, I want to dive into a little bit of my story... And specifically, why I became an entrepreneur. Let's face it, starting your own...

108. What's Your Best Use Of Time? The Secret To Quantum Growth

10 Jul 2020

Contributed by Lukas

If you've ever had to manage people before, then you know that it's not the easiest thing... Sometimes it feels like a full time job, which is why ma...

107. How Is Staples Owned By Sycamore Partners? Private Equity Acquisitions Explained

07 Jul 2020

Contributed by Lukas

One of main types of investment funds is Private Equity. In today's episode, I dive into how it actually works... Because you might not know this, b...

106. The Easiest Way To Get Started With FUNDS...

03 Jul 2020

Contributed by Lukas

I always have people reach out to me saying "Bridger, I absolutely love your content and I want to start a fund...how can I do my first multi-billion ...

105. Why You MUST Align Incentives As A Fund Manager...

30 Jun 2020

Contributed by Lukas

I was talking to my business partner about this last week when trying to figure out the best way to incentivise our new employees... I strongly disli...

104. Could Someone Persuade YOU To Commit Murder In 90 Minutes?

26 Jun 2020

Contributed by Lukas

Strong title, I know, but stick with me... This might seem obvious but... In order to get investors, you need to be persuasive! Last night I was wa...

Ep. #100 - A Look Into Our Best Episodes

23 Jun 2020

Contributed by Lukas

Man what a journey!! This episode marks (about) our 100th episode... Which I think deserves some celebrating! Last July, Mason and I decided to st...

103. How To Launch A REAL ESTATE Fund

19 Jun 2020

Contributed by Lukas

If you are house flipper or someone involved in the real estate world, then this episode is for you. If you've been doing syndicate deals for a while...

102. Top 10 Fund MYTHS That You Need To Know

16 Jun 2020

Contributed by Lukas

Just like in every industry or market in the world, myths start to evolve... People love to talk, and one person telling another person something out...

101. Private Equity Fund Structure Explained

12 Jun 2020

Contributed by Lukas

When I first got involved in this game, I met with my dad, who co-runs a $20B fund... and he dove into this fund world to help me understand what’s ...

99. Hedge Funds vs Private Equity

09 Jun 2020

Contributed by Lukas

In this episode, I dive into the differences between Hedge Funds & Private Equity. There's pros and cons to both, so it's up to you to decide whi...

98. I HATE The "Finance Bro" Culture... (RANT)

05 Jun 2020

Contributed by Lukas

I'm just going to be honest... I strongly dislike the finance bro culture... I think it gives the rest of us a bad name, and it's overall not good! ...

97. How To Build Your Track Record (EXPANDED)

02 Jun 2020

Contributed by Lukas

One of the biggest concerns and obstacles I see new fund managers run into... ...Is their Track Record! (or lack thereof) You see, there's this "chi...

96. The Fund Is NOT The Business

29 May 2020

Contributed by Lukas

Once your fund is up and running, and has some momentum... There is nothing more exciting! I remember when I was first getting traction, my fund con...

95. Why Capitalism is the Greatest Gift In The World

26 May 2020

Contributed by Lukas

I'm not going to lie... I LOVE Capitalism! I mean, I do run a fund, haha. But if you've paid attention at all, the media is slowing pushing an "anti...

94. Part 2: Sam Yaffa - How He Launched His First Fund In College

22 May 2020

Contributed by Lukas

Part 2 of 2 Sam Yaffa launched Triton funds while at school at Cal State, and now manages White Lion Capital. The value they bring to the table is tha...

93. Part 1: Sam Yaffa - How He Launched His First Fund In College

19 May 2020

Contributed by Lukas

Part 1 of a 2 part interview Sam Yaffa launched Triton funds while at school at Cal State, and now manages White Lion Capital.  The value they br...

92. Why Entrepreneurs Struggle With Taking Vacations

15 May 2020

Contributed by Lukas

If you're anything like me, taking vacations can be hard! With all the responsibilities on your lap, as well as your straight up passion for your bus...

91. What is the Fund of the Funds Model? Pros and Cons

12 May 2020

Contributed by Lukas

Most people aren't familiar with what I'm about to talk about today... and that is a "Fund of Funds"! If you're able to pull one off, the payoff can...

90. The Underground Secret For Finding INVESTORS (In Your Niche)

08 May 2020

Contributed by Lukas

This morning I was doing some yard work and this amazing idea came to mind... As you begin on this journey, one of the biggest challenges is the act ...

89. The Biggest Variable To Your Future Success...

05 May 2020

Contributed by Lukas

I tend to be very retrospective, and recently I've been reflecting back on the different "variables" in my journey... It's funny to see people preach...

88. Paul Hutchinson's Secrets On How He Raised $100+ Million From Investors (Without an Ivy League Degree or Working On Wall Street)

01 May 2020

Contributed by Lukas

Paul is one of my Dad's original partners on their first fund and has personally helped raise over $100 million from high-net-worth and family office ...

87. The TOP Myths About Money

28 Apr 2020

Contributed by Lukas

In a society where talking about money is "taboo"... It's bound that we all believe in some of the myths created about money! I know so many people ...

86. Market Testing Your Fund (How I Got $8mm In Soft Commitments For A New Fund We're Launching)

24 Apr 2020

Contributed by Lukas

If you've ever wanted to launch a private equity, hedge fund, real estate fund, or investment fund... You've probably been worried about the legal cos...

85. The Biggest FEARS Of Running A Fund (Finding Your Why)

21 Apr 2020

Contributed by Lukas

Let's be real for a second. Starting and running a fund is SCARY! Your responsibility shoots through the roof, your reputation is on the line, it's ...

84. Is Grant Cardone Going Bankrupt? (The Truth)

17 Apr 2020

Contributed by Lukas

You've probably heard the buzz about Grant Cardone... If you haven't, he's in a tough spot right now and may be going bankrupt! After not paying his...

83. Is It A Good Time To Launch A Fund? Secrets From 3 Massive Banks

14 Apr 2020

Contributed by Lukas

Stock market crashes... You start hearing about a recession that's looming... "Guru's" are telling you to take all your money and bury it in a bomb ...

82. Will You Regret Not Launching Your Fund? My Story Of Turning Down A 6-Figure Job Offer

10 Apr 2020

Contributed by Lukas

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 th...

81. What Investors Look For When Investing With Dan Caffee

07 Apr 2020

Contributed by Lukas

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...

80. Big Hedge Funds That Started During A Recession!

03 Apr 2020

Contributed by Lukas

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 ...

79. How A.I. Winning at Chess Helps get Your Investment Fund off the Ground Faster

31 Mar 2020

Contributed by Lukas

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 ...

78. $75mm In 45 Days With Venture Capitalist Sid Krommenhoek

27 Mar 2020

Contributed by Lukas

Last month I had the privilege of interviewing Venture Capital Expert, Sid Krommenhoek for our Mastermind! With over 90 minutes of content, I decided...

77. What Licenses Do I Need To Start A Fund? (Secret of How To Do It Without Any Licenses)

24 Mar 2020

Contributed by Lukas

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...

76. How To Raise Money ONLINE! (With Zach Morrow)

20 Mar 2020

Contributed by Lukas

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 un...

75. Can the Fed Stop COVID-19? What this Means for a Young Fund

17 Mar 2020

Contributed by Lukas

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 ...

74. The World Is On Fire... How Will This Affect You?

13 Mar 2020

Contributed by Lukas

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 toda...

73. The Power Of Your Story

09 Mar 2020

Contributed by Lukas

Today we're diving deep on the importance and power of Storytelling... Whether it's to: Investors Partners Employees and even to yourself... S...

72. How To Buy and Sell Businesses with Ace Chapman

02 Mar 2020

Contributed by Lukas

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 sin...

71. I Met Two Billionaires... Money Raising Wins and Losses

28 Feb 2020

Contributed by Lukas

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...

70. The Effect That Coronavirus Has On Your Fund

26 Feb 2020

Contributed by Lukas

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 ris...

69. The Secret Structure Of A $20B Fund That You Can Implement Right Now...

21 Feb 2020

Contributed by Lukas

Boom!!  So yesterday we official went LIVE with our ultimate fund  training (If you haven't seen it yet, go to www.investmentfundsecrets.co...

68. Story of Lost Boy Scout In Idaho | Mastermind Opening Details

17 Feb 2020

Contributed by Lukas

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...

67. Why Fund Managers Need To Be Good Marketers

14 Feb 2020

Contributed by Lukas

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..." T...

66. Underground Framework For Launching A Private Equity Fund

12 Feb 2020

Contributed by Lukas

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 bunc...

65. What is a Reverse Merger/Reverse Takeover?

10 Feb 2020

Contributed by Lukas

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, b...

64. The Glass Ceiling of Friends And Family That Holds You Back From Success

07 Feb 2020

Contributed by Lukas

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 goin...

63. How Crowdfunding Works With The SEC | Reg A+

05 Feb 2020

Contributed by Lukas

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 i...

62. The 3 Qualifiers To See If You’re A Born Entrepreneur

03 Feb 2020

Contributed by Lukas

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 ...

61. Winning With A $2B Fund Syndicate (Aaron Wagner Part 2)

31 Jan 2020

Contributed by Lukas

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 ...

60. Lessons From An Expert Deal Maker With Aaron Wagner (Part 1)

29 Jan 2020

Contributed by Lukas

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 sy...

59. 3 Examples of Arbitrage EVERY Investor Needs To Know

27 Jan 2020

Contributed by Lukas

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 struc...

58. How To Build Your Track Record

24 Jan 2020

Contributed by Lukas

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...