Whitney Tilson

Join Whitney Tilson in New York City

HOW TO LAUNCH & BUILD AN

Investment Fund


New York City

September 27, 2018

Learn More

HOW TO LAUNCH & BUILD AN

Investment Fund

During the seminar, Mr. Tilson and his partner, Glenn Tongue, will share everything they’ve learned over the years about launching and building multiple hedge funds and mutual funds, be available to answer all questions, and invite 1-2 veteran investors as guest speakers to share their wisdom, so that participants can stand on their collective shoulders and achieve even greater success. It’s going to be equal doses of learning, self-improvement and fun!


The seminar is designed for two types of investors: a) those who aspire to launch their own funds; and b) those who are already running their own funds and would like grow them.


AGENDA

Each seminar will be tailored to the specific interests of those attending, but in general the curriculum will include:

  • Make the right decision about whether/when to launch your own fund
  • Decide whether to create a hedge fund or separately-managed accounts business
  • Optimize the fund’s management fee, carry and redemption terms
  • Choose the right service providers
  • Identify and solve legal, regulatory and compliance issues
  • Negotiate a partnership and/or seed deal
  • Hire the right people at the right time
  • Make a name for yourself and stand out from the crowd
  • Target the right investors
  • Raise $1 billion (or not)
  • Write compelling investor letters
  • Develop great slide presentations and make killer stock pitches
  • Effectively manage through periods of poor performance

To facilitate networking, the resumes/bios of all participants will be shared among the group (with permission), and there will be a cocktail reception at the end of the day.


Barron’s, the Wall Street Journal, Forbes and others have featured Kase Learning. See what they're saying about our courses!


ASSOCIATED SEMINARS IN NYC


Not able to make it to New York City? Kase Learning will cover all the same material in Webinar format:

  • Lessons from the Trenches: Value Investing Bootcamp
    Nine 2.5-hour live video sessions, October 29 - November 2 & November 5-8
  • How to Launch and Build an Investment Fund
    Three 2.5-hour live video sessions, September 14, 17, 18 or November 9, 12, 13
  • Advanced Seminar on Short Selling
    Three 2.5-hour live video sessions, September 19-21 or November 14-16

TUITION

Please contact us for the latest pricing.


MONEY BACK GUARANTEE

After the first day of any multi-day Kase Learning seminar/webinar (or at lunch for the 1-day seminars), if you are not satisfied, just let us know and we'll refund your money.


Learn More

Find out if one of Kase Learning’s programs is right for you. Please send us your contact information and either Whitney Tilson or Glenn Tongue will reach out to you directly.


INSTRUCTORS

Whitney Tilson

Whitney Tilson - Read Bio

Glenn Tongue

Glenn Tongue - Read Bio


FREE PREVIEW

Snippet from the Webinar:
The Decision Whether to Start Your Own Fund (17 minutes)


ACCOLADES

Barron’s, the Wall Street Journal, Forbes and others have featured Kase Learning. See what they're saying about our courses!

GUEST SPEAKERS
We will have several guest speakers join us during the course.
Please stay tuned!
TESTIMONIALS
Quote

It was a wonderful, almost life-changing experience…it felt like an intensive infusion of wisdom and practical advice.”

Quote

What is taught in this seminar is pure gold. It’s not taught anywhere else and there aren’t that many people in the world who really understand what it takes to raise a billion-dollar fund.”

Quote

I’m lost in words while expressing my appreciation. It was the mother of all seminars. Really. It was invaluable: so many wise teachings, thoughts and reflections, and opportunities for personal growth.”

Location
IESE Business School - New York
165 West 57th Street
New York, NY 10019

Learn More

For more information you can reach us at (212) 265-4510 or info@kaselearning.com.