Beste Funds That Won podcaster (2024)

In this episode of "Funds That Won," I sit down with Peter Birk from Catalyst Partners, a subsidiary of Moelis Asset Management, focused on seeding new and emerging private equity managers. Peter discusses the strategy behind Catalyst Partners, which includes backing debut private equity funds with sizable checks ranging from $50 to $100 million. H…

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A Venture Fund That Invests In Arizona Based Entrepreneurs | AZ-VC | Jack Selby | Ep 57 47:53

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4M ago47:53

47:53

In this episode of "Funds That Won," Lincoln interviews Jack Selby from AZ-VC, a venture fund focused on supporting Arizona-based entrepreneurs. Jack shares the challenges Arizona startups face in securing Series A funding locally and how AZ-VC aims to fill that gap by leveraging his extensive network from his PayPal days. They discuss the current …

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A $750 Million Fund That Invests In Emerging Food Brands | Andrew Smith | Savory Fund | Ep 56 59:54

5M ago59:54

59:54

In this episode of "Funds That Won," I sit down with Andrew Smith from the Savory Fund to discuss their unique investment strategy in the food and beverage industry. Andrew shares how the Savory Fund targets emerging food brands with 5 to 15 units and supports their growth with a robust operating team and dedicated capital. He delves into the fund'…

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Investing In Industrial Real Estate | Smart Asset Capital | Brock Mogensen | Episode 55 39:30

5M ago39:30

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In this episode of "Funds That Won," I sit down with Brock Mogensen from Smart Asset Capital to discuss the inception and growth of their company. Brock shares how Smart Asset Capital evolved from a property management and brokerage firm into a syndication and private equity business, leveraging existing infrastructure to scale quickly. He delves i…

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Using Both Funds and Syndications To Build a Multi-Family Empire | Bow Tie Capital | Brent Mott | Ep 54 41:22

5M ago41:22

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In this episode of "Funds That Won," I sit down with Brent Mott of Bow Tie Capital, a firm specializing in commercial real estate syndications and funds. Brent shares insights into Bow Tie Capital’s unique approach, including their focus on raising funds from non-accredited investors and their diverse portfolio spanning self-storage, medical office…

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A Venture Fund Solving America's Most Acute Problems | Narya | Colin Greenspon | Ep 53 53:24

5M ago53:24

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In this episode of "Funds That Won," Colin Greenspon from Narya discusses his venture capital firm's unique focus on funding companies addressing critical societal issues like GDP growth, improving American lives, and protecting sovereignty. He explains how Narya prioritizes investments in industrial sectors such as agriculture, energy, and defense…

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Behind The Scenes of a $420 Billion Hidden Empire | Ares Capital Management | Ep 52 16:58

5M ago16:58

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For today's episode, I sat down and did a winners circle on Ares Capital Management. Ares Capital Management is a major asset manager specializing in private credit, managing over $428 billion, with more than $300 billion in this asset class. Founded in 1997 as a spin-out from Apollo, they quickly grew through acquisitions and went public in 2004. …

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Leveraging Capital To Help Immigrant Founders | Nitin Pachisia | Unshackled Ventures | Ep 51 41:53

6M ago41:53

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In this episode of Funds That Won, I sit down with Nitin Pachisia from Unshackled Ventures, a fund focused on supporting immigrant founders by managing their immigration processes. The Unshackled team consists of immigrant founders that understand the stress of navigating visas, government agencies, and the intense start-up atmosphere. Nitin explai…

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Investing In The Future Through DeFi and Web3 | Michael Swensson | M31 Capital | Ep 50 47:18

6M ago47:18

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For today's episode of "Funds That Won," I sit down with Michael Swensson, co-founder of M 31 Capital, a global investment firm specializing in AI and blockchain technologies. Michael discusses the unique investment strategies of M 31 Capital, emphasizing their focus on decentralized finance and Web3 as pivotal elements shaping the future of financ…

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Behind The Scenes of a $50mm Venture Fund | Kate Beardsley | Hannah Grey | Ep 49 43:18

6M ago43:18

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In this episode of Funds That Won, I sit down with Kate Beardsley from Hannah Grey. Kate discusses Hannah Grey's focus on pre-seed and seed investments, emphasizing their commitment to backing customer-obsessed founders who redefine everyday experiences. She provides insights into their investment strategy, highlighting their approach to portfolio …

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The Forgotten Industry of Middle-Market Credit Investing | Arthur Roulac | Three Court | Ep 48 50:14

6M ago50:14

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In this episode of "Funds That Won," Arthur Roulac from Three Court discusses their investment strategy, focusing on middle market and lower middle market credit investing, primarily through purchasing discounted loans and bonds. Arthur emphasizes the value in these often overlooked markets, noting the firm's methodical approach to finding opportun…

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Managing 7 Figures At 20 Years Old | Alexis Morgan | Peach State Capital | Ep 47 32:14

7M ago32:14

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In this episode of "Funds That Won," we sit down with Alexis Morgan from Peach State Capital, a real estate investment firm based in Atlanta, Georgia. Alexis shares the unique aspects of Peach State Capital, including their focus on providing short-term bridge loans to real estate investors and their competitive advantage of quick transaction execu…

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Providing Capital To Accelerate The Energy Transition | Kristian Hanelt | Ultra Capital | Ep 46 40:55

7M ago40:55

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In this episode of "Funds That Won," Kristian Hanelt from Ultra Capital discusses the firm's unique approach to energy transition investments. He explains that Ultra Capital focuses on businesses that are asset-heavy and execution-oriented, filling a gap between traditional venture capital and large-scale private equity. Kristian shares insights in…

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America's Largest Venture Firm For Individual Investors | Alumni Ventures | Ludwig Pierre Schulze | Ep 45 42:11

7M ago42:11

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For today's episode of Funds That Won, I sit down with Ludwig Schulze from Alumni Ventures. Ludwig discusses how their fund uses alumni connections to find and invest in new businesses. He explains that they don’t lead investment rounds but instead invest alongside other big venture funds. Ludwig emphasizes the importance of having a lot of investm…

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The Future of Technology in Alternative Assets | Fund Launch Live Panel | Ep 44 33:27

7M ago33:27

33:27

For today's episode of Funds that Won, I am posting the recording of a panel we did this year at Fund Launch Live. This panel discussion was on the future of technology in alternative assets. These were the panelists: Andrew Smith: GP at the Savory Fund - $750 million AUM Bryce Sutton: Co-Founder and Managing Partner at Summit Global Investments - …

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Investing In Commercial Insurance | New Reign Capital | Zach Brown | Ep 43 38:00

8M ago38:00

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In today's episode of Funds That Won, I sit down with Zach Brown, who is a founding partner at New Reign Capital. New Reign Capital is an investment fund that focuses on commercial insurance. He explains that "New Reign" symbolizes new leadership, reflecting his and his partner's goal to be the mentors they never had. New Reign Capital is different…

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The 4 Core Pillars of Your Investment Offering | Lincoln Archibald at Fund Launch Live 2024 | Ep 42 33:11

8M ago33:11

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For today's episode, I am uploading the audio from my presentation at Fund Launch Live 2024! In this presentation, I break down the 4 core pillars for structuring your investment offering: Your asset class Your strategy Your team The structure of your offer On top of that, I also dive into how you can properly communicate these pillars to potential…

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Fund Launch Partners Update | Lincoln Archibald | Ep 41 13:12

8M ago13:12

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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…

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Investing In Franchise Companies | Three20 Capital Group | Todd Recknagel | Ep 40 54:15

9M ago54:15

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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…

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A Fund That Leverages Jamaica's Booming Stock Market | David Mullings | Blue Mahoe Capital | Ep 39 44:41

9M ago44:41

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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…

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Ollin on Venture Capital: Investing In Untapped Markets | Thomas Wilkinson | Ollin Ventures Ep 38 35:48

9M ago35:48

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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…

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Doing 80 VC Deals In 7 Years | Stout Street Capital | Clay Gordon | Ep 37 39:08

9M ago39:08

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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…

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Using AI To Make Investment Decisions | Saguaro Capital | Jim Falbe | Ep 36 1:04:51

9M ago1:04:51

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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…

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Investing In Early-Stage Startups | Trent Mano | Convoi Ventures | EP 35 46:02

10M ago46:02

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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…

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Structuring Your Investment Thesis | Nick Singleton | Aim Ventura | EP34 40:46

10M ago40:46

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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…

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Female-Led Private Equity l Stage & Krista Morgan l Ep 32 58:02

10M ago58:02

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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…

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Apollo Global Management: +$600 Billion Built on Private Credit l Winner's Circle l Ep 31 17:55

11M ago17:55

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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…

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Growing A $500m+ Self Storage Empire l Ryan Gibson & Spartan Investment Group l Ep 30 51:01

11M ago51:01

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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,…

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Demystifying Tax Receivable Agreements l Saish Setty & Parallaxes Capital l Ep 29 41:25

11M ago41:25

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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…

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Follow the DATA l Neal Bawa & GroCapitus l Ep 28 50:50

11M ago50:50

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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…

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Finding True Value Prop l Carey Ransom l BankTech Ventures l Ep 27 53:14

12M ago53:14

53:14

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…

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Strategic Investing l Bob Elliott l Unlimited l Ep 26 1:00:40

12M ago1:00:40

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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…

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Operational Alpha l Tiger Management and Tiger Global l Ep 25 14:12

12M ago14:12

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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 …

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Investing in Puerto Rico l JC Morales l Ep 24 47:31

1y ago47:31

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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…

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Build EXCELLENT Systems l Jeff Mendez l Ep 23 1:02:27

1y ago1:02:27

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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…

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Funds are Made for Scaling l John S. Pennington Jr. l Ep 22 1:04:40

1y ago1:04:40

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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 …

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Building a $300M Energy Hedge Fund l Dynasty Power & Nancy Morales l Ep 21 37:02

1y ago37:02

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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…

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Fixed Income Strategies l Saint Investment Group & Nic DeAngelo l Ep 20 50:57

1y ago50:57

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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…

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Helping Entrepreneurs WIN l Pelion Venture Partners & Blake Modersitzki 43:11

1y ago43:11

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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…

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Winner's Circle: The Pioneers of The LBO: KKR l Ep 18 15:19

1y ago15:19

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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…

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Looking Ahead l Summit Global Investments & Bryce Sutton l Ep 17 49:46

1y ago49:46

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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…

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Winner's Circle: Informational Alpha with the Carlyle Group l Ep 16 14:47

1y ago14:47

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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 …

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Venture Capital is Winner Take All l David Frazier & Frazier Group l Ep 15 53:38

1y ago53:38

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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…

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GP Stakes l Fund Launch Partners & Lincoln Archibald l Ep 14 49:58

1y ago49:58

49:58

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…

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From $265K to $67 Billion: Citadel Capital & Ken Griffin l Ep 13 13:20

1y ago13:20

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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…

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Building A Hotel Empire l JNR Capital l Jignesh Patel l Ep 12 59:39

1y ago59:39

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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…

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Investing in Business Owners l Krystof Bartos and Guardians of Legacy l Ep 11 28:02

1+ y ago28:02

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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…

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Winner's Circle: Activist Investing and Bill Ackman l Ep 10 14:25

1+ y ago14:25

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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 …

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Winner's Circle: Fundrise and Real Estate Crowdfunding l Ep 9 7:36

1+ y ago7:36

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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…

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