Investment Fund

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How to Launch & Build an

Investment Fund

During the seminar, Mr. Tilson, and his partner, Mr. 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.


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

View full agenda (PDF)

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!

How to Launch & Build an
Investment Fund
Dates Location
November 9, 12-13 Webinar

Be sure not to miss these other Kase Learning seminars:


Please contact us for the latest pricing.


We are so confident in the value our seminars that, if you are not satisfied, just let us know at lunch (or after the first day of the webinar) and we'll refund your money.

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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.


Whitney Tilson

Whitney Tilson - Read Bio

Glenn Tongue

Glenn Tongue - Read Bio

Guest Speakers

Whitney Tilson and Glenn Tongue are often joined by notable guest speakers adding even more perspective and value to the seminar.


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


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


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


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.”


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.”

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For more information you can reach us at (212) 265-4510 or