There are many roles you can have in the investment world. Some are investors themselves; others are the ones who offer the deals. When you want to have a little bit more control, being an investment manager who builds and manages funds could be a unique path you might want to explore! Although there are rules surrounding using your IRA to invest into a fund you personally manage, but it could be a way for you to make money for yourself while allowing others to invest and reap the benefits, too! If starting a fund sounds interesting, this is the class you’ll want to attend! Chris Carsley of Kirkland Capital Group joins Quest to share how to get started and some other key terms you’ll want to know. With over 35+ years of combined experience, these are the experts to learn from, so register today!
What You Will Learn in this Class:
Why are you building a fund? Do you want to be an investment manager?
What inefficiency does your investment strategy exploit allowing you to capture excess returns?
What is the Manager’s Edge?
Building the Manager and the Fund
At Quest Trust Company, we believe to truly take control, you should invest in what you know best! So, what do you do if you want to invest in a private asset, but you don’t feel like you know enough? You learn, of course!
Make sure to join us every Tuesday and Saturday at 12PM CT as our guest speakers and Certified IRA Specialists share the knowledge they have gained through experience as well as all the tips and tricks they’ve used to succeed in the self-directed world and grow their wealth!
DISCLAIMER: Quest Trust Company does not render tax, legal, accounting, investment, or other professional advice. If tax, legal, accounting, investment, or other similar expert assistance is required, the services of a competent professional should be sought.