Investment Fund Secrets

Investment Fund Secrets

By Bridger PenningtonBusiness
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Investment Fund Secrets episodes

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

    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 need to do to start your fund, and so much more...


    Then secondly, I want to tell you a story of a friend of mine who got lost in Idaho, which resulted in a search team of over 200 people to find him!

    Don't worry, this story has some valuable lessons that relate to your fund as well.



    By the way, save your spot for this weeks Masterclass HERE: www.investmentfundsecrets.com

    At the end of this invaluable training, my father will come on for a live Q&A as well, so you can ask any fund questions you have!

    **We are not selling or soliciting a security in any way, shape, or form. This content is for entertainment purposes only and is not financial or legal advice**

    25 min
  • 67. Why Fund Managers Need To Be Good Marketers

    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..."


    The truth is, in order to be a good fund manager that succeeds at the top, marketing is essential (and all the greats will tell you that).


    Tune in today to learn why, and more importantly the HOW/WHAT you need to learn in a marketing sense to dominate in the fund space!


    P.S. On THURSDAY we are doing a live in-depth training on how to start your own fund! Go to www.investmentfundsecrets.com to save your spot - they will fill up.


    At the end, a fund manager of a $20B fund will come on too for a live Q&A... that is not something you want to miss!


    once again, it's www.investmentfundsecrets.com


    **We are not selling or soliciting a security in any way, shape, or form. This content is for entertainment purposes only and is not financial or legal advice**

    18 min
  • 66. Underground Framework For Launching A Private Equity Fund

    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 bunch of lawyers...

    and you're good to go!


    I know, pretty weak...


    I could tell that the writer didn't really know how to start a fund...


    Then on the other side people make starting a fund seem like the hardest battle in the world!


    So what I want to do is put these dabblers to rest, and show you the REAL framework to starting your first fund.





    By the way, if you want to start your own fund, go to www.investmentfundsecrets.com today


    **We are not selling or soliciting a security in any way, shape, or form. This content is for entertainment purposes only and is not financial or legal advice**

    17 min
  • 65. What is a Reverse Merger/Reverse Takeover?

    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, but they don't want to go the traditional route.
    (IPO, 12 months of pitching investors, etc...)

    So instead, they did a Reverse Merger.

    👉There are shell companies (for example, Mosaic) listed on the market, which are looking for someone to partner with or purchase.

    So Vivint partnered with Mosaic (a shell company) for their reverse merger and accomplished what most try to do in 10-12 months in less than 30 days!

    Now, this method is very common...

    Some companies that do this include:

    Berkshire Hathaway
    Jamba Juice
    Burger King,
    Texas Instrument
    etc..

    👉 So, what are the pros and cons of doing it this way?

    Tune in to hear the rest:



    by the way, if you want to start your own fund, go to www.investmentfundsecrets.com today

    **We are not selling or soliciting a security in any way, shape, or form. This content is for entertainment purposes only and is not financial or legal advice**

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

    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 going to get up to the plate and keep swinging...

    As long as I’m at the plate swinging, I'll eventually hit a double, triple, or even a home-run, right?


    As an Entrepreneur, you're investing in your self… entrepreneurs even see failure as progress. 

    Whether your next fund or even business for that matter does really well or fails, I see it as progress because I learn WAY faster starting businesses than any other way!

    I’ve worked at a PE fund, a large tech company in Silicon Valley… and I learned WAY more starting and running my own businesses than working a 9-5.

    For me, I’m trying to get from point A to point B as fast as possible and to do that I’ve got to learn and grow as much as I can! 

    That is why I Intentionally chose entrepreneurship when I got to college!


    So I was on business try #8… and we were building different websites and online advertisements for companies. 

    I was pretty good at doing this, and I had found a few people that partnered with me that were geniuses. I was good at selling and pitching companies, so we launched this business! 

    It was going okay… we had landed a few businesses and we would take an upfront fee of $5,000, and then we would take a revenue share of all the money we brought in through our ads and websites.


    Once you start having success:

    1. Friends and Family will doubt your businesses, say that “you’ve changed” and start distancing themselves from you…
    2. ... Which can make you mentally default back down to their level so you’ll have friends again. I actually heard Tony Robbins speak last week and he talks about the thermometer - we all have a temperature that we’re comfortable with that our friends and family like us at… 

      Once we start growing, it starts to get too hot. Then, something inside of us makes the AC kick on… and we sabotage our own success until we’re back to that same level with our family and friends. 

      This happens with athletes, they have a high thermometer of their fitness level… or whatever that is, if they start getting a little overweight, or maybe have a pregnancy, what happens right after the have the baby, then they hit the gym like a madwomen to get back to their weight that they are comfortable with. 

      That’s why the quote works if you took all the money from the wealthiest people in the world and gave it to the poor people… in a matter of time, the wealthy people would all have it back.

      1. Russel Brunson was saying that he has friends who say, “Man… you’re so lucky… I wish I could find something like that….”
      2. He was like WHATTT “LUCKY?” Are you kidding? I’ve been working my butt off for the past 15 years. Remember all those nights that you’d come home from work and hangout and watch Netflix, and all those Saturdays you took your kids to the beach, well I didn’t. I was tricking grinding and perfecting my trade.

        Don’t let this glass ceiling effect hit you. Where you can see above you, but you keep hitting something above your head and can’t progress.



        **If you found this helpful, leave a review for me!

        By the way, if you want to start your own fund, go to www.investmentfundsecrets.com today!


        **We are not selling or soliciting a security in any way, shape, or form. This content is for entertainment purposes only and is not financial or legal advice**

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

        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 into Regulation A+ filings... A.K.A. Crowdfunding Filings.


        This has been gaining in popularity over the past few years...


        In fact, in 2012 after the JOBS Act, the SEC made it even easier to pull this off effectively.


        So tune in today as we dive into Crowdfunding!


        By the way, if you want to start your own fund, go to www.investmentfundsecrets.com today

        **We are not selling or soliciting a security in any way, shape, or form. This content is for entertainment purposes only and is not financial or legal advice**

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

        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 is Entrepreneurship. 


        Lots of people want to make it in Entrepreneurship, whether it's through a Fund, Real Estate, a tech start-up, etc...


        So how can one tell if they have that "entrepreneur bug"?


        One of my mentors I have had a privilege of meeting is a man named Alex Charfen, who goes deep into what he calls the Entrepreneur Personality Type.


        Basically, there are 3 passes or qualifiers, and almost all successful entrepreneurs can relate to them.


        Tune in to find out what they are!


        by the way, if you want to start your own fund, go to www.investmentfundsecrets.com today

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

        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 syndicates) who's businesses combined has an enterprise value of over $2B.

        Some of the things we cover are:

        - How to structure and do syndicate deals

        - Deep Dives on Partners

        - And much more...


        By the way, if you want to start your own fund, go to www.investmentfundsecrets.com today

        **We are not selling or soliciting a security in any way, shape, or form. This content is for entertainment purposes only and is not financial or legal advice**

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

        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 syndicates) who's businesses combined has an enterprise value of over $2B. 


        In part 1 of this in depth interview we dive into tons of things, including:


        - How Aaron got started as an immigrant from Canada after a pro football career

        - Then he couldn't do deals because of his Visa

        - How he overcame that obstacle to raise $500m in one of his ventures

        - How Aaron raised money without experience or an Ivy League degree

        - And much more...



        By the way, if you want to start your own fund, go to www.investmentfundsecrets.com today

        **We are not selling or soliciting a security in any way, shape, or form. This content is for entertainment purposes only and is not financial or legal advice**

        25 min
      7. 59. 3 Examples of Arbitrage EVERY Investor Needs To Know

        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 structure a fund and raise money..

        However, this episode is designed to give you ideas of where to find arbitrage in the markets! 

        Many great businesses and funds are built off of Arbitrage

        (Buying things in one market and selling them in another market for a gain)

        In this episode, I walk through 3 examples (more like 10 examples) of different businesses that found arbitrage.


        By the way, if you want to start your own fund, check out www.investmentfundsecrets.com today

        **We are not selling or soliciting a security in any way, shape, or form. This content is for entertainment purposes only and is not financial or legal advice**

        12 min

      About Investment Fund Secrets

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      How To Start, Build And Scale Your Investment Fund