Visit Bridger's website: https://www.bridgerpennington.com/
On this episode, Mat Sorensen is joined by Bridger Pennington, founder of Fund Launch, to walk through how investors can actually find, evaluate, and invest in private funds.
They begin by establishing the role private funds play in today’s market and why capital continues to shift toward private assets, before turning to how investors are gaining access, including through self-directed IRAs, and what separates a well-structured fund from a poor one in manager selection.
They cover key diligence factors like audits, fund administrators, fee structures, and alignment, along with common mistakes investors make when they jump into deals too quickly or with too little deal flow.
The episode also touches on the bigger picture—how macro trends, timing, and market cycles impact private fund performance—and how to think more like an institutional investor when allocating capital.
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Other:
Mat Sorensen: https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
