The New Way To Fund Deals And Build An Investment Track Record In 2025
WITHOUT
Wall Street or an Ivy League Degree...
We've packed everything we've learned into a proven system that helps regular people play in the Wall Street game, launch funds, and build a track record...
Virtual | May 6-8 @ 1pm EST
Full disclosure: The 3-day challenge includes a mix of live and pre-recorded content to save you time.
With Single Asset Funds, you look and act like a pro from your very first deal and each deal becomes a building block for your track record.
You’ll walk away from today
Real Structure: You use the same legal setup that Wall Street funds use.
: Learn how to make your fund irresistibly trustworthy to prospective investors.
Hidden Pitfalls Exposed: Navigate the common structural mistakes that trip up novice fund managers, scare away investors, and how to avoid them.
It's been a grueling battleground for capital raising, yet some are navigating these choppy waters with remarkable finesse.
How? We've invited Oren Klaff, an absolute wizard, to reveal the strategies that have empowered countless people to find success regardless of economic conditions...
This isn't theory; it's practice that has worked for others.
You’ll walk away from today having learned...
Crafting The Perfect Pitch: Discover the art and science behind compelling pitches that have resonated with high-caliber investors.
The Psychology of Capital: Uncover the core motivators that drive investors to take action, and how successful funds have leveraged this to their advantage.
Mastering Investor Outreach: Adopt proven methods for building and maintaining a lucrative network of prospective investors, based on real-life case studies.
Think launching a fund means emptying your bank account? Think again.
Our Day 3 training unveils breakthrough strategies that can significantly cut your fund startup costs from the industry-standard $50K+.
We're also pulling back the curtain on proven methods to find the right partners, assemble a dream team, and rapidly build a network that propels your fund into the stratosphere.
You’ll walk away from today having learned...
Legal Made Simple: Cut through the regulatory maze and learn how to keep your fund compliant and above-board.
Operational Hacks: The best tools, systems, and hacks to make your fund a well-oiled machine.
Networking Mastery: The secret to establishing lucrative partnerships, teams, and affiliations that will turbocharge your fund's growth.
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This is when you use your own resources or solely rely on debt financing to do a deal.
THE PROBLEM:
Not Enough Money: Your wallet only goes so deep. This keeps you stuck doing small deals that won't impress big investors later.
Too Few Deals at Once: With just your money, you can only do one or two deals at a time. This makes it hard to build a strong track record.
Missing the Best Deals: The really good deals often cost more than what you have. By sticking to what you can afford alone, you miss chances to show what you can do.
No Investor Friends: By not managing other people's money, you don't build the connections you'll need when you want to start taking on outside capital.
METHOD TWO: Traditional Syndications
You've figured out you need to take on outside capital if you want to scale. Some investors structure the deal as a business partnership or worse as "handshake deals".
THE PROBLEM:
No Real Protection: LLC's don't have governance rules that shield everyone is something goes wrong. Partners want to sell the assets early? Hurts the deal. Partners disagree about splitting profits? Partners miss wiring money in by the deadline?
No Track Record Builder: Each deal stands alone and won't help build the next one. Bigger investors won’t see one deal with friends as experience—especially if you’re still relying on them for every new raise.
Low Credibility: High net worth investors and family offices stay away. Investors question if you are set up to handle their capital properly.
Can't Scale Up: As deals get bigger, the DIY approach falls apart. You get stuck doing everything yourself without systems. You start small and stay smaller forever...
Method Three: The Single Asset Fund Structure
Featuring 4 Special Guests:
Secured Over $2 Billion In Deal Volume
Former Managing Director, Tiger Fund (58B AUM)
Best Selling Author, "10X Is Easier Than 2X"
Co-Founder, Fund Launch
We've packed everything we've learned into a proven system that helps regular people play in the Wall Street game, launch funds, and build a track record...
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Bridger Pennington
Bridger is the Co-founder of Fund Launch, a company dedicated to democratizing the world of funds. He is leading a community of 55,000+ entrepreneurs & investors. In addition to being the CEO of Fund Launch, Bridger is currently running an 8-figure Crypto Hedge Fund, Ugly Unicorn. Bridger is formerly the Founder and Managing Director of Black Bridge Capital LLC and General Partner of the Bridge Grow Funds.
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Oren Klaff
Oren Klaff is one of the world's leading experts on sales, raising capital and negotiation. His first book, Pitch Anything, is required reading throughout Silicon Valley, Wall Street and the Fortune 500, with more than 1,000,000 copies in print worldwide. He has written for Harvard Business Review, Inc., Advertising Age, Entrepreneur and has been featured in hundreds of periodicals, podcasts and blogs. He is an investment partner in a $200 million private equity investment fund and in his spare time is a motorcycle enthusiast.
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Lincoln Archibald
Lincoln is the Managing Partner of Fund Launch Partners, a growth equity PE firm that specializes in partnering and investing in emerging funds. He is currently a partner on multiple funds across the alternative landscape. Lincoln also functions as the CFO for Fund Launch & is an active fund consultant. With prior experience from JP Morgan, venture capital, and real estate development, he brings a strong analytical and financial insight to his work. Lincoln also enjoys hosting the Funds that Won Podcast where he interviews successful managers.
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Peter Zeihan
Peter Zeihan is a geopolitical strategist known for helping people understand the world by combining expertise in demography, economics, energy, politics, technology, and security. He has worked for the US State Department, DC think tanks, and contributed to the analytical models of Stratfor. In 2012, he founded his own firm, Zeihan on Geopolitics, providing custom analytical products to various clients, including energy, financial institutions, business associations, agriculture, universities, and the US military. Zeihan is also a critically-acclaimed author with books like "The Accidental Superpower," "The Absent Superpower," and "Disunited Nations." His fourth book, "The End of the World is Just the Beginning: Mapping the Collapse of Globalization," was released in June 2022.
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Ben Hardy
Dr. Benjamin Hardy is an organizational psychologist and author of 8 books, including 3 with the legendary entrepreneurial coach, Dan Sullivan. Dr. Hardy’s books have sold nearly 1 million copies. While a PhD student from 2015-2018, he was the #1 blogger in the word on Medium.com and had nearly 1 million people opt in on his email list without any paid advertising. Also during his PhD, he and his wife, Lauren, went from 0-5 kids in 1 year, 3 of whom they adopted from the foster system. They now have 6 kids and live in Orlando because Lauren is a Disney buff.
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Neal Bawa
Neal is a technologist who is universally known in real estate circles as the Mad Scientist of Multifamily. Neal treats his $1+ billion multifamily portfolio as an ongoing experiment in efficiency and optimization. The Mad Scientist lives by two mantras: "We can only manage what we can measure" and "Data beats gut feelings by a million miles." These mantras and other disruptive beliefs drive profit for his 900+ investors.
Steve Eisman
Managed Over $1.5B - FrontPoint Partners
With over 20 years of investment experience, Steven Eisman is a highly regarded Wall Street analyst, notably recognized as an All-Star Analyst at Oppenheimer & Co. and later as a Partner and Senior Portfolio Manager at FrontPoint Financial Services Fund. His role in predicting the 2008 financial crisis is featured in Michael Lewis's "The Big Short," with Steve Carell portraying him. Presently, Eisman is a Managing Director and Portfolio Manager at Neuberger Berman, sharing insights into the 2008 crisis and the current financial landscape. Before Neuberger Berman, he founded Emrys Partners and held key roles at FrontPoint Financial Services Fund and Chilton Investment Co. Eisman holds a BA from the University of Pennsylvania and a JD from Harvard Law School.
Ryan Miller
Ryan is a successful Venture Capital & Angel investor with a background in finance and corporate development. He rebuilt his career from scratch after the 2008 crash and has since made millions in Venture Capital. His podcast, “Making Billions with Ryan Miller”, is a top-ranked Venture Capital podcast globally. Ryan has also mentored nearly 500 emerging fund managers, helping them raise over $1B in capital using his R&R methods.
Vu Tran
Vu is a Fund Manager at Fund Launch Partners, where he leads as the Director of Capital Markets. Vu specializes in raising money, closing deals, and building your personal brand by using his 8-fundamental propriety disciplines. He has a 9 year background in the US Marine Corps specializing in logistics, supply chain management, forecasting, Lean Six Sigma, and intelligence. Using his experience, he has built a successful 8-figure real estate portfolio, restaurant portfolio, and continues to invest and grow start-ups and other businesses.
Adam Campbell
Adam is the COO at Fund Launch Partners. He has extensive experience in accounting, finance, and business intelligence, with a focus on real estate companies, including multi-family, commercial, debt, and senior housing developments. He was a founding employee for a real estate fund in Salt Lake City, UT that managed over $5 Billion AUM. He also played key roles in scaling accounting & finance departments in privately held and VC/PE backed operating companies.
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Dustin Gomez
Dustin, a Baton Rouge native, holds a Bachelor's degree from Louisiana State University and an MBA in organizational leadership. With 19 years of upper management experience in the telecommunications sector, he is skilled in various areas. Simultaneously managing a corporate career, he successfully ventured into real estate investment in 2013, growing it over the years. By 2022, he transitioned to full-time real estate investment, launching a $20M fund, The Geauxmez Group, primarily focused on residential property acquisition. Dustin's expertise lies in "buy and hold" strategies, adjusting approaches based on macroeconomic cycles to meet investor expectations while minimizing risk exposure. He is dedicated to providing impressive returns to investors in his real estate endeavors.
Andrew K. Smith
Andrew K. Smith, Managing Partner of Savory Fund, is recognized for his entrepreneurial and investment success. Savory Fund, founded in 2018, manages over $750 million in assets, with successful closures of Fund I and II at $100 million each. Fund III, a $200M fund, launched in 2024, with a diverse portfolio including Swig, Mo’ Bettahs, R&R BBQ, and ventures into the tech sector. Before Savory, Andrew co-founded tech enterprises and transitioned to the restaurant industry, operating over 400 restaurants since 2009. He's an angel investor in 25+ startups, received awards like EY Entrepreneur of the Year®, and is happily married with two sons. Savory Fund specializes in the restaurant sector, partnering with emerging brands, emphasizing founder involvement.
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John Pennington VI
John Pennington is a seasoned attorney specializing in investment funds, corporate and business law, real estate, securities, and compliance. With over a decade of legal experience, he is licensed to practice in both New York and Utah. Formerly a partner at Kirkland & Ellis, a prestigious law firm, he provided exceptional legal services to investment funds, facilitating capital raises ranging from $100 million to $6.5 billion. Prior to Kirkland & Ellis, he served as Chief Compliance Officer at Sundance Bay, a successful private equity firm with over $700 million in investments. Mr. Pennington started his legal career at Bridge Investment Group, gaining insights into fund management and real estate law. He holds a Juris Doctor degree from Arizona State University and a Bachelor of Arts degree in Asian Studies from Brigham Young University.
Ben Reinberg
Alliance: $500M AUM
Ben Reinberg is Chief Executive Officer of Alliance Consolidated Group of Companies, LLC and as such, provides overall strategic and investment direction and leadership to the firm. Ben is a respected authority on commercial real estate acquisition and investment as well as the development and structuring of transactions. He is well-versed in 1031 Exchanges and assessing the needs of investment capital. Ben brings value to the deal process through his ability to build trust quickly, raise equity efficiently, solve problems, and bridge the gap between Buyers and Sellers. Ben has authored and published numerous articles pertaining to the trade.
Bob Fraser
AspenFunds: $350M AUM
Bob is a finance and technology executive with over 20 years of experience who is passionate about educating others about alternative investments. In 2012, he co-founded Aspen Funds, a fund management company focused on alternative investments, where he is responsible for financial management, portfolio modeling, as well as systems and processes. Prior to Aspen Funds, Fraser founded NetSales, Inc., a back-office e-commerce provider, in 1995. Under his leadership, the company grew at an average of 20% month-to-month and became the fastest-growing company in its metro area between 1997 and 1999.
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James Riggio
Easterly Hedged Equity Fund: $150M AUM
James C. Riggio is an accomplished executive with outstanding professional experience spanning over 30 years. James Riggio received both his B.S. and M.S. from NYU. Since that time, James has deep financial knowledge and technical understanding, specializing in investment risk management strategies that have resulted in a proven track record of growth and innovation.
James is a former PricewaterhouseCoopers (PWC) Partner in Financial Services and Management Consulting based in New York City and Zurich, Switzerland. At PWC he built a thriving Technology Integration business that grew in annual revenue from zero to $168 Million.
Jeremiah Boucher
Patriot Holdings: $350M AUM
Jeremiah Boucher is the founder and CEO of Patriot Holdings. Patriot Holdings is a real estate private equity group based in Las Vegas, Nevada, that specializes in investing and improving alternative commercial real estate assets, most notably, mobile home parks, industrial assets and self-storage facilities. Patriot Holdings’ strategy involves purchasing off-market assets through our extensive property database and deep relationships built over the last two decades, our team makes value-add improvements (including expansions and ground up developments), then installs remote management processes to maximize the revenue and income from the properties.
Koloa Wolfgramm
Wolfgramm Capital: $500m AUM
Koloa Wolfgramm is a nationally recognized hotelier and co-founder of Wolfgramm Capital, a private equity firm that has amassed a $500MM portfolio within its first 24 months. In 2022, he led the all-cash acquisition of the Waldorf Astoria in Park City, becoming the youngest Waldorf hotel owner at 27 years old.
Koloa oversees all of the firm’s investment activities, including leading the firm’s recent investments in aerospace manufacturing, where he has manufacturing contracts with companies like SpaceX and Blue Origin.
Prior to Wolfgramm Capital, Koloa founded and sold a venture backed PropTech company.
Jon Lelegren
FlowStreet
Dan Pierson
Pierson Equity Group
Dan is at the helm of Pierson Equity Group, leveraging his profound insights and well established network within the realm of commercial real estate. His journey began as a collegiate athlete at the University of Cincinnati between 2010 and 2013, where he concurrently pursued studies in business and entrepreneurship. During his college tenure, Dan displayed his entrepreneurial prowess by initiating a series of innovative ventures.
Ben Reiter
Benjamin Reiter is an experienced investor with a passion for driving innovation in the technology sector. As Co-Chief Investment Officer at Dellwood Capital Partners, he oversees private markets investments. He is also the Co-founder and General Partner of 840 Venture Partners, a venture capital firm specializing in FinTech and Future of Work. Prior to co-founding 840VP, Benjamin held a lead operational role at Starta Ventures, an early-stage VC firm in New York City, where his responsibilities included conducting due diligence, negotiating and closing investments, and guiding startup founders through Starta's accelerator program for US market entry.
Bryce Sutton
Summit Global Investments $1.8 Billion AUM
Bryce is a seasoned executive in the financial services industry, serving as a co-founder and Managing Partner of SGI. With a career spanning leading global firms like Morgan Stanley, Bank of New York, and Kotak, Bryce boasts extensive experience and a robust network within the institutional investor community. His expertise lies in forming and launching new fund strategies, contributing to the successful inception of 11 new fund strategies across both private and public offerings at SGI. Bryce holds a BA from Brigham Young University and, outside of work, enjoys an active lifestyle with his family, often bonding over sports like basketball and pickleball. Bryce's dedication to both his professional and personal life is evident as he supports his three children's education at Brigham Young University while his wife, Alicia, pursues her Masters in Social Work at Baylor University to become a therapist.
Vasu Persaud
Karma Capital Partners LLC
Vas is a multi-talented real estate entrepreneur who is leveraging his 20 years of experience as a niche civil engineering consultant on real estate projects totaling over US$3B in constructed value to scale his fund. He is the Founder and CEO of EcoVision Homes and the Karma Development Group, a vertically integrated group of land development companies pioneering green, climate resilient, affordable, wellness residential communities in the US with a goal to target projects in South America and Africa over the next 12 months. In conjunction with creating impact, Mr. Persaud has leveraged his unique range of skillsets to integrate strategic value along the entire land development value chain resulting in long-term term value creation for both private and institutional investors.
Codie Sanchez
Founder and CEO of Contrarian Thinking one of the fastest-growing financial media businesses with 6 million followers and 100 million monthly views. Founder of Contrarian Thinking Capital, a venture capital firm, and Main Street Holding Company with 25+ small or what we call “boring businesses.” Think carwashes, laundromats, property management companies etc. She is a former partner at one of the largest cannabis investment firms, where she invested in 65+companies. Her specialty is in the roll-up, turnaround and add-on space. She built First Trust’s $1 billion+ AUM Latin America business and held leadership positions at Goldman Sachs, State Street, and Vanguard.
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Todd Buchholz
Todd Buchholz, a seasoned commentator on market trends, brings a wealth of experience as a former White House director of economic policy, managing director of the $15 billion Tiger hedge fund, and Harvard economics teacher. He is a frequent guest on major news networks and recently hosted a CNBC special. Before Tiger, he was President of the G7 Group, advising top securities firms globally. Recognized for his teaching at Harvard, Buchholz holds advanced degrees in economics and law from Cambridge and Harvard. His keynotes, including at the White House, offer insights on global politics and financial markets with a positive perspective. Buchholz has consulted for major corporations and is a sought-after media personality, contributing to publications like the Wall Street Journal and the New York Times.
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James Fishback
James Fishback is the co-founder and Chief Investment Officer of Azoria Partners, a global macro investment manager based in Miami, FL. Prior to Azoria, James served as Head of Macro at Greenlight Capital, an investment firm led by David M. Einhorn. He studied International Economics at Georgetown University’s Walsh School of Foreign Service.
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Veena Jetti
Veena Jetti, Founding Partner of Vive Funds, is a vanguard in the multifamily real estate sector, recognized for pioneering a people-centric approach to investing. With over a decade of experience managing assets valued at over $1 billion, Veena's strategies emphasize not just financial returns but also the enhancement of communities and the empowerment of investors
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Rhea Campbell
Co-Founder of ImagineMD
Rhea Campbell’s career began in hospitality and tourism sales and management, refining her skills with esteemed brands like Hyatt, Fairmont, and Four Seasons. She then transitioned into commercial real estate with her own firm Bella Terra Partners, based in Chicago. Specializing in tenant representation, Bella Terra Partners managed the acquisition and disposition of office assets globally from 2008 to 2023. Concurrently, Rhea established and expanded ImagineMD, a successful multisite direct primary care medical practice with five locations in the Chicagoland area.
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Shlomo (Steven) Huttler
Steven Huttler has extensive experience in corporate, finance, investment fund, securities, and family office matters, including the representation of U.S. and foreign investment funds, large corporate issuers, underwriters and family offices, in various registered public and private offerings of debt and equity securities totaling in excess of $15 billion.
His legal practice has exposed him to a variety of fund clients, from large mutual funds to sophisticated offshore funds to small start-up hedge funds and financial industry entrepreneurs.