Launching A Fund

The purpose of this class is to provide the tools and resources you need to build on your existing skills and launch a successful fund.

20
Hrs
Mins
Secs
5
0
12
SEGMENTS DURATION
More Classes
INSTRUCTOR

Bridger Pennington

Bridger Pennington is a Co-Founder and serves as a Managing Partner, General Partner, and Interim Chief Compliance Officer at Ugly Unicorn (a crypto hedge fund). He Founded and served as Managing Director at Black Bridge Holdings. Mr. Pennington is a Co-Founder of Investment Fund Secrets. He is a Co-Founder and serves as Operating Partner at Fund Launch Partners. He holds a Bachelor's degree in Management from Brigham Young University and has helped tens of thousands of people around the world get started in the Fund space. Fund Launch does live events and launched a hundred and thirty funds just last year.

Description:

Despite the complexities of starting a fund, it may be simpler than you realize! In this course, Bridger Pennington covers why we need more people to launch funds to counter the corporations that are buying up so much of our economy. You'll learn how to raise capital, from the best ways to approach investors and how to get them in the room, to the kind of presentations you can create to really sell them. The legal terms and structure of a fund are covered, with instructions and guidelines for each step of the process. Funds hold the power to exponentially grow your business, harness your expertise and reap the financial reward of a truly profitable organization.

  • 1

    Pre-Assessment

    Take the Pre-Assessment to see how much you already know.

  • 2

    Instructor Introduction

    Bridger Pennington is an experienced fund manager and has found a way to pass on that knowledge to you.

  • 3

    Understanding The Game

    Bridger shares the importance of understanding and participating in the world of hedge funds, traditionally dominated by the elite, to encourage and create a healthy economy.

  • Show all 20 segments

    • 4

      What Is A Fund?

      Learn the basics of a fund or a pool of money from investors managed by fund managers and how the returns are shared between the investors and managers.

    • 5

      Roles, Timelines & Operations

      What are the three key roles of building a successful fund and which one fits your experience and skill set?

    • 6

      Steps of Building A Fund

      Master the process of creating a fund, from the importance of finding an incredible deal and framing the deal structure, to obtaining verbal commitments from investors and legal services.

    • 7

      Structure of a Fund

      Understand the typical structure of a fund and how limited partners work with fund managers to carry out the fund’s purpose.

    • 8

      Close-ended Funds

      Using this structure, Fund managers earn money through a combination of management fees, preferential returns to investors, and a share of the profits.

    • 9

      Open-ended Funds

      Bridger explains evergreen, open-ended funds and the process of raising and deploying capital in stages, including capital calls and penalties for non-compliance.

    • 10

      Fund & Investor Variations

      The class takes a look at a ten billion dollar investment fund, including the roles of general and limited partners, different fund types, the classification of investors, and the use of international feeder funds.

    • 11

      First Half Recap

      Learn the role of large real estate funds in keeping housing prices high despite increased interest rates.

    • 12

      Raising Capital

      Our instructor presents a capital raising framework involving three key steps: getting into the vicinity of wealthy individuals, connecting with them effectively, and closing the deal.

    • 13

      Connect & Close

      Bridger emphasizes the critical importance of building and maintaining an email list for business success, illustrating with examples how a valuable list can significantly impact investment opportunities.

    • 14

      Legal Structures

      This segment highlights the distinctions between Regulation D 506(b) and 506(c) funds, and the implications of using Regulation A and Regulation CF as well as types of investors and the exemptions.

    • 15

      Regulations

      Learn what requirements are different for a $150+ million fund and why an exempt reporting advisor status is available for smaller funds.

    • 16

      Legal Checklist

      Understand the Triforce of Launching a Fund, which covers legal aspects, marketing partners and service providers that individuals will work with in their fund.

    • 17

      Marketing & Service Providers

      When marketing a fund, key considerations include choosing the right type of fund, acquiring a domain and CRM and ensuring proper service providers like third-party administrators.

    • 18

      Question & Answer

      Our instructor handles queries on topics like regulatory restrictions and establishing a preexisting relationship with potential investors.

    • 19

      Closing Thoughts

      Bridger reviews the pieces you need (fund structures, regulatory frameworks, and investment strategies) to combine with focus and perseverance to find your success in this field.

    • 20

      Post-Assessment

      Take this Post-Assessment to how much you've learned.

  • 20

    Post-Assessment

    Take this Post-Assessment to how much you've learned.