Episode 60: Sharing the Wisdom (Bert McCooey)

This is an exciting day in Tokens of Wisdom history! Not only do you get to see my real-life face, but you also get the unparalleled wisdom of Bert McCooey from Ascent Fund Services.

When I set out to do this show, my goal was to arm aspiring fund managers with the information they need to launch and operate a fund.

In the legal realm, I happen to possess a lot of that information from my day job, but there’s so much more that goes into launching and operating a fund. And wise though I may be, my area of expertise doesn’t cover it all. So I’m going to bring in some friends to share their wisdom in various other aspects of fund management. 

I am honored to have Herbert “Bert” McCooey from Ascent as my inaugural guest to tell us all about fund administration! 

Key Points From This Episode:

• What does a fund admin do? Let’s get granular!
• Why do I need one?
• How do fund admins charge for their services?
• What is reputational risk for an LP in a fund?
• Was Bert’s best friend as a child named Ernie?
• What’s the best thing a new fund manager can do?

Disclaimer:

This show is for informational purposes only. Nothing presented here constitutes legal advice. Tokens of Wisdom is produced by Dave Rothschild, partner at Cole-Frieman & Mallon LLP headquartered in San Francisco, California. For more information, visit https://colefrieman.com/

Links Mentioned in Today’s Episode:

Dave Rothschild - https://www.linkedin.com/in/davidcrothschild/

Bert McCooey - https://www.linkedin.com/in/bert-mccooey-a6b24414/

Cole-Frieman & Mallon LLP - https://colefrieman.com/

Ascent - https://www.theascent-group.com/

Music by Joe Ginsberg - https://www.instagram.com/thejoeginsberg

For any questions or comments, email: [email protected]