Learn How To Start a Fund to Grow Your Wealth

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6 • 658 Ratings

🗓️ 6 November 2020

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Have you ever wanted to start a fund of your own? We discuss how to start a fund with Bridger Pennington. It is a lot easier than you think, but not simple. You need to do your homework.

This is a good insight into how funds work and some steps you can take to set up your own fund.

For more information, visit the show notes at https://moneytreepodcast.com/learn-how-to-start-a-fund-to-grow-your-wealth

^{Today's Panelists:}

^{Kirk Chisholm | Innovative Wealth}
^{Barbara Friedberg | Barbara Friedberg Personal Finance}
^{Megan Gorman | The Wealth Intersection}

Transcript

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0:00.0	Welcome to the Money Tree Investing Podcast.
0:04.5	Stock market, wealth, personal finance, value stocks, invest in your life.
0:11.0	Hello, smart money tree podcast listeners.
0:13.5	Welcome to this week's episode, a Money Tree Investing podcast.
0:16.8	My name's Kirk Chisholm and I will be your host today.
0:19.7	So today, we are interviewing Bridger
0:22.3	Pennington. How are you doing today, Bridger? Good, good. Well, glad to have you on the show.
0:27.9	This is a really interesting topic. I'm certainly intrigued by this because this is something that's
0:32.6	come up in my profession a few times and really wanted to talk about it. So Bridger, can you tell our listeners
0:39.1	a little bit about your background? I have a show as well. We talk about investment funds,
0:43.1	so how to start, build, and scale investment funds, so private equity, hedge funds, venture capital,
0:48.4	the whole nine yards. And so that's what we share in a lot of our stuff. I've been able to
0:51.8	run two funds, start two funds in my 20s, didn't go to an Ivy League school, didn't do the Wall Street route. My dad is a co-founder
0:57.3	of a $20 billion family of funds. My brother, chief compliance officer to $800 million real
1:01.7	estate fund. And so it's kind of funny, like Sunday dinner, we sit down and we talk about
1:05.5	funds and how to structure funds and how to, man, anyways, we talk about all sorts of stuff it's pretty fun we're kind of an interesting family in that regard so that's kind of what we do and what kind of we get into
1:13.7	sounds like an interesting dinner yeah that's pretty fun it's pretty interesting though how we got
1:19.3	start and i got into this do you want me to share that yeah please tell us a little bit about your
1:23.0	backstory kind of like how to get into the industry? I grew up in a very entrepreneurial home. My dad
1:28.2	was just an entrepreneur's whole life. When I set a goal at a young age, I wanted to make a good
1:32.1	amount of money. I wanted to be a millionaire. You know, one day, I thought that'd be so cool. And I didn't
1:35.0	want to just, it'd be cool to have like a Lamborghini or something. But also, I wanted to have money could pay for my friend's mortgage payment or family medical bills, buy a car for somebody
	...

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