Chris Perkins Preview: Options Trading in an ETF Exchanged Traded Fund
Chris is a fund manager with a background in Canadian and US Real Estate but he let us explore a new asset class for me in options trading and public equities. On the full episode we covered a variety of topics including: From…
CRS261 Chris Perkins: Running and Scaling an ETF Exchange Traded Fund
Chris is a fund manager with a background in Canadian and US Real Estate but he let us explore a new asset class for me in options trading and public equities. On the show we covered a variety of topics including: From Restaurateur to…
Joel Block Preview: Lawyers Create Fund Docs But Don’t Give You Business Advice – Joel Does
Joel Block is a must have resource for the set up and consultation of syndications, real estate funds and hedge funds. Get in his ecosystem, talk to him before setting up your first fund and at minimum checkout his vast video resource library about…
Stacey Bowers, Esq. Preview: Securities Law for Syndicators
You are asking for trouble if you are raising capital without an understaning of securities law for syndications. As soon as you have 1 person who is passive in your deal it becomes a security and is subject to SEC Federal Regulations. Educate and…
CRS260 Stacey Bowers ESQ.: Syndication Law For Capital Raising (A Deep Dive)
Stacey was such a great interview. All Scaling Syndicators must be proficient in Securities Laws. This episode is agreat place to start and great refresher for investors at all levels of the game! Some topics we went over include: Helping syndicators…
Andres Ospina Preview: Family Offices Want to Be Engaged, Not Pitched
Here is a clip where Andres talks about raising capital from family offices and a little about helping family offices raise capital themselves. Listen to the full interview where we discuss: Capital Raising times and strategies are changing The…
CRS259 Andres Ospina: Ways Family Offices Raise Capital And Some Of Their Pain Points
Andres is the Managing Partner of The Family Office Club and he addressed some pain points Family Offices have when they raise capital. He is also the CEO of Pitchdecks.com and shared how he helps people raise capital. Some topics we covered…
Rob Anderson Preview: The Standards of Broker Dealer Advisory
We did a deep dive into a ton of topics like Registered Investment Advisors, Broker Dealers, Real Estate Syndication, Raising Capital, Fund Management and working with BIG check writers. Don’t sleep on Rob Anderson, this guy is a wealth of…
CRS258 Joel Block: Helping Fund Managers Raise $1B For Syndications and Hedge Funds
Joel Block is a must have resource for the set up and consultations of syndications, real estate funds and hedge funds. Get in his ecosystem, talk to him before setting up your first fund and at minimum checkout his vast video resource library about…
CRS257 Rob Anderson: Broker Dealers – RIA’s – Raising Capital – Private Equity RE
Rob and I had a blast diving deep into working with and as a broker dealer or RIA and raising money for real estate syndications with a particular interest for Multifamily Development Deals. We covered topics like: Transitioning from the Securities…