Funds That Won सार्वजनिक
[search 0]
अधिक
Download the App!
show episodes
 
Artwork

1
Funds that Won

Fund Launch

Unsubscribe
Unsubscribe
साप्ताहिक
 
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 F ...
  continue reading
 
Loading …
show series
 
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 i…
  continue reading
 
For today's episode, I sit down with Todd Recknagel from Three20 Capital Group. Todd dives into franchise investment and his family office's strategic operations. He outlines their focus on franchise companies and their collaborative strategy with private equity firms, leveraging extensive franchising experience. This approach has cultivated a succ…
  continue reading
 
For today's episode, I sit down with David Mullings from Blue Mahoe Capital. David shared insights on bridging investors with the Caribbean's vibrant markets, particularly leveraging Jamaica's stellar stock market performance. By emulating the business models of Berkshire Hathaway and Blackstone, Blue Mahoe Capital offers diversified investments ac…
  continue reading
 
For today's episode, I sit down with Thomas Wilkinson, the founder of Ollin Ventures. Tom describes Ollin Ventures as a culmination of his life's experiences, with a focus on seizing the current favorable market conditions that present significant discounts on valuations in the venture capital space. Wilkinson's strategy is centered around early-st…
  continue reading
 
For today's episode, I have the pleasure of sitting down with Clay Gordon from Stout Street Capital. Stout Street Capital, based in Denver, focuses on early-stage investments with sensible risks and outsized returns, mainly targeting "flyover" states and Canada. Having made 80 investments since 2017, they've shifted to a single check strategy for h…
  continue reading
 
In today's episode of Funds That Won, I have the privilege of sitting down with Jim Falbe from Saguaro Capital. Jim talks about starting his own investment firm, Saguaro Capital, after working in humanitarian aid. He explains how the firm uses advanced technology and AI to make better investment choices. Jim shares the challenges of creating a high…
  continue reading
 
Trent Mano from Convoy Ventures joins us for todays episode to talk about his funds unique investment approach. Convoy Ventures focuses on early-stage startups in Utah, aiming to be the first investors in technology companies. Their investments mainly include SaaS and FinTech, but they also explore consumer tech, marketplaces, and Web3/crypto ventu…
  continue reading
 
Join us in this episode of Funds That Won as we dive into structuring an investment thesis with special guest Nick Singleton from Aim Ventura. Discover how successful funds identify and articulate their unique investment theses, and learn how this crucial strategy has propelled Aim Ventura to success. Nick is responsible for sourcing deals, trackin…
  continue reading
 
Today on Funds that Won, I sat down with Krista Morgan of Stage. Stage is an exciting private equity fund that focuses on acquiring early-stage companies that need an alternative path to success. They help companies realize their full potential by providing a comprehensive set of business services including financing, restructuring, and operational…
  continue reading
 
In this episode of Funds That Won, I explore the fascinating story of Apollo Global Management, one of the largest private equity VC firms in the market. I delve into how the firm brought different asset classes into the mix, their growth strategies, and core structures. I also provide insights from one of the founders, Marc Rowan, and how he built…
  continue reading
 
Today I sat down with Ryan Gibson, president and CIO of Spartan Investment Group. Ryan and his business partner have built an excellent self-storage company with retail investors across America. Wonderful conversation with Ryan. We discuss the benefits of internal property management, patience in business, the benefits of syndications versus funds,…
  continue reading
 
Today, I sit down with Saish Setty of Parallaxes Capital, an incredible innovative firm that is changing the way we think about tax receivable agreements-- TRAs. Parallaxes provides liquidity to tax receivable agreement ("TRA") stakeholders by monetizing otherwise long-dated assets and anticipate that TRAs will continue to become more common in the…
  continue reading
 
Today we hear from a data scientist turned real estate investor who shares his journey of building a successful investment fund, Neal Bawa of GroCapitus. With over $300 million in investor funds, he explains how his data-driven approach and tax-saving strategies attracted a community of like-minded individuals, including technologists, doctors, and…
  continue reading
 
Incredible conversation with Carey Ransom, Managing Director of BankTech Ventures. We get into the weeds of his business, the value proposition of his fund, and some of the pitfalls and triumphs of fund management. Carey Ransom is an SaaS entrepreneur, executive, investor and advisor, and has started, grown and/or led 8 B2B and consumer SaaS compan…
  continue reading
 
Today we have Bob Elliott on the show, a prolific investment manager, and founder of Unlimited. Bob dives into how he thinks about the markets, strategic investing, the importance of value propositions, and more. Tune in to learn more about how Unlimited has become a thriving asset management empire in the alternative investment landscape. Bob Elli…
  continue reading
 
We're talking Tiger Management and Tiger Global Management, two renowned investment firms with different strategies. I explore the challenges faced by Tiger Global Management, including a recent decrease in valuations and the need to notify limited partners of losses. I highlight the importance of effectively allocating funds and discuss the trend …
  continue reading
 
JC Morales is a seasoned investor and operator in the short-term rental market with a unique interest in the Puerto Rican hospitality game. JC started his career as a kitesurfer but saw the opportunities in beachfront properties. JC's story is incredible and he gives some amazing insight into how an entrepreneur scales with limited resources. [00:0…
  continue reading
 
In this episode, Lincoln interviews Jeff Mendez, an experienced investor, operator, and board member. They discuss Jeff's background in the direct-to-home space and his passion for real estate investing. Jeff shares his first investment experiences and why he believes real estate is a great investment option. Major takeaway? Build excellent systems…
  continue reading
 
We have a legend on the show today. John Pennington Jr. John shares his insights from starting over 14 businesses to running a dec-billion dollar family of funds. He shares some incredible nuggets of wisdom about finding the right partners, making the right plays in shifting markets, and why funds are the best way to scale in business. We get into …
  continue reading
 
From fleeing Vietnam and China with her family to building a $300M energy trading hedge fund, Nancy Morales is a force to be reckoned with. Lincoln and Nancy discuss energy trading, coming from remarkable beginnings, what makes a successful fund manager, and the unique perspective she brings to the industry. [00:01:32] Taking a Risk Together. [00:0…
  continue reading
 
In this episode of Funds That Won, Lincoln interviews Nic DeAngelo, President of Saint Investment Group. Nick shares the story of how Saint Investment Group started as an acquisition-focused business and later expanded to include asset management and capital raising. With over $200 million in assets under management and a successful track record of…
  continue reading
 
In this episode of Funds That Won, Lincoln interviews Blake, an Managing Partner at Pelion. Blake shares the elevator pitch for Pelion, a renowned investment fund that focuses on early-stage software companies. With over $2 billion in assets under management, Pelion has experienced tremendous growth over the past two decades. Blake also discusses h…
  continue reading
 
In this episode, we dive into the fascinating journey of KKR, one of the largest private equity firms in the world. Founded in the 1970s by Jerome Kohlberg, Henry Kravis, and George Roberts, KKR has grown to manage an impressive $488 billion across various strategies. We explore their initial strategies, including their pioneering role in the lever…
  continue reading
 
In this episode, Bryce, the co-founder of Summit Global Investments, joins Lincoln to discuss the firm's background and investment strategies. Bryce shares that Summit Global is a registered investment advisory firm managing $2 billion of clients' assets. He mentions working with a team of advisors and various fund structures. The conversation dive…
  continue reading
 
In this episode of Funds That Won, Lincoln breaks down the Carlyle Group, a prominent private equity firm with $385 billion under management. We delve into the backgrounds of the three founders - David Rubenstein, William Conway, and Daniel Daniello - who came from diverse industries such as politics, law, venture capital, and finance. Despite the …
  continue reading
 
In this episode of Funds That Won, David Frazier from the Frazier Group shares the story behind their success as a family office turned venture capital fund.. He discusses the challenges faced by angel investors and the importance of keeping track records. David highlights their approach of "shooting fish in a barrel, not throwing darts" as their c…
  continue reading
 
In this episode, we are flipping the script. My long-time friend and colleague, Bridger Pennington interviews me about Fund Launch Partners, a GP stakes fund launched just this month. We get into the nitty gritty of this kind of fund, our investment thesis and what I see in the future. [00:00:58] GP stakes Fund Launch Partners. [00:03:22] The Green…
  continue reading
 
In this episode of Funds That Won, Lincoln dives into the success story of Ken Griffin and his hedge fund Citadel. With $67 billion in assets under management and $16 billion in net income last year, Citadel has become one of the giants in the hedge fund industry. We explore how Ken started trading in college and discovered a successful convertible…
  continue reading
 
In this episode of Funds That Won, Lincoln interviews the co-founder of JNR Capital, a successful investment firm specializing in buying distressed and value-add hotels. With a track record of completing $200 million in transactions, JNR Capital leverages deep-rooted relationships with industry executives, local lenders, banks, and general contract…
  continue reading
 
In this episode of Funds That Won, we dive into the world of private equity with Krystof Bartos of Guardians of Legacy Private Equity, who shares his insights on buying businesses, managing them, and starting a private equity firm. He discusses his strategy for raising capital and where private equity fits into a portfolio. Krystof's success is att…
  continue reading
 
In this episode, we dive into the life and career of Bill Ackman, a prominent figure in finance. From his early days starting his hedge fund with $250,000 to managing billions of dollars, Ackman's journey is filled with ups and downs. We explore his investment strategies, including his focus on value investing and his ability to identify companies …
  continue reading
 
In this episode, Lincoln discusses Fundrise, a real estate crowdfunding platform in a throwback to 2022. He talks Fundrise and its history, explaining that it was originally targeted towards accredited investors but now allows anyone to invest for as little as $10. Overall, the episode explores the concept of real estate crowdfunding and the potent…
  continue reading
 
In this episode of Funds That Won, Lincoln interviews Dustin Gomez from the Geauxmez Group. Dustin shares his journey from corporate leadership to real estate investing. Dustin is a member of the Fund Launch community! He is a member of the Black Card program, where we help emerging managers launch and scale their funds. He discusses how he started…
  continue reading
 
In this episode of Funds That Won, we learn about Axia Partners, a real estate fund that focuses on mitigating risk for its investors. Lincoln interviews Dave Allred of Axia Partners, who shares his journey from doing syndications to investing in real estate funds. He emphasizes the importance of building a strong reputation and protecting investor…
  continue reading
 
Lincoln emphasizes the Ray Dalio's belief of the importance of principles and stress testing them to improve decision-making and increase the likelihood of success. He believes that by clearly defining principles and subjecting them to rigorous testing, individuals can enhance their ability to make informed decisions and achieve positive outcomes. …
  continue reading
 
In this episode of Funds That Won, we explore the inception story and investment approach of Maddix Capital, a unique and novel investment fund. Jake Gubler. Jake is well-versed in M&A, private / public capital raises, and corporate advisory. Before joining Maddix, Jake was the Manager of Corporate Development at Owlet (NYSE: OWLT), where he led M&…
  continue reading
 
In this episode of "Funds That Won," host interviews Koloa Wolfgramm of Wolfgramm Capital, a renowned investment fund. Koloa shares his background as a former bobsledder on the USA team and his transition into finance. He discusses his firm's success and the importance of one key person in driving profits. Listeners will gain insights into alternat…
  continue reading
 
There are big opportunities to make money in crypto right now. In this episode of Funds That Won, Lincoln and guest Bridger Pennington discuss fund structures, strategies, and the journey of fund development. Bridger, Managing Partner of Ugly Unicorn Crypto Fund and co-founder of Fund Launch, shares his experiences and success in the investment fun…
  continue reading
 
In this episode of Funds That Won, we explore the financial powerhouse BlackRock and its business model. With over $9 trillion in assets, BlackRock's influence is vast, owning 5% or more of 97% of companies in the S&P 500. We learn about the company's origins, its focus on ETFs and mutual funds, and how it operates in the public markets. Tune in to…
  continue reading
 
In this episode, we interview Rob Fuller, the founder of ROI Property, who has managed hundreds of millions of dollars in real estate investments. We discuss his initial strategy of fix and flip, how he built his teams, and his fundraising strategies. Rob shares insights on real estate development, working with subcontractors, and managing properti…
  continue reading
 
Welcome to Funds that Won. Where we deep dive into some of the world's most renowned investment funds. We’ll interview investment managers across the alternatives landscape and learn how they built their million and billion dollar asset management empires.We deep dive into teams, structures, portfolio management, investment philosophy & best practi…
  continue reading
 
Loading …

त्वरित संदर्भ मार्गदर्शिका