Private Equity Secrets - podcast cover

Private Equity Secrets

Welcome to Private Equity Secrets! Where we help finance professionals break in, accelerate, and excel in their careers. This show will teach you the skills needed to start and scale your career in private equity. If you're interested in real estate, business acquisitions, venture capital, capital raising, or startups, this is the show for you. I will interview the top players in the game to find out how they started and scaled their businesses. Our guests will teach the skills they learned throughout their entrepreneurial journey. I hope you leave smarter than when you came.

Episodes

63. How To Make The Most Of Mentorship Relationships

In this episode, I'll give some tips to help get the best out of a mentorship relationship. Connect With Me on LinkedIn , Instagram , and Twitter ! Let’s Close Some Deals! This is NOT investment advice. Please consult with your own investment, tax, and/or legal professionals.

Sep 04, 202214 minSeason 1Ep. 63

62. How To 10X Your Deal Flow By Networking With Real Estate Brokers | Chris Thompson Interview

This episode I will be interviewing Christ Thompson. He is a commercial real estate broker and shared how to meet, build relationships with, and win deals from them. If you are struggling with lack of dealflow, this is the episode for you. Connect With Me on LinkedIn , Instagram , Facebook , and Twitter ! Let’s Close Some Deals! This is NOT investment advice. Please consult with your own investment, tax, and/or legal professionals....

Apr 22, 202225 minSeason 1Ep. 62

61. How To Land Your Dream Role In Private Equity

In this episode, I share my story of how I landed multiple jobs in the private equity industry. I truly believe that anyone out there can break into the field if you put in the effort and use some unique strategies. Connect With Me on LinkedIn , Instagram , Facebook , and Twitter ! Let’s Close Some Deals! This is NOT investment advice. Please consult with your own investment, tax, and/or legal professionals....

Apr 17, 202224 min

60. Capital Raising Secrets Five Pillars | Ketan Patel Interview

Learn the 5-Pillar Framework Of High-Performance Capital Raisers. Connect With Ketan Patel: https://KetanPatel.com Connect With Me on LinkedIn , Instagram , Facebook , and Twitter ! Let’s Close Some Deals! This is NOT investment advice. Please consult with your own investment, tax, and/or legal professionals....

Apr 09, 202234 minSeason 1Ep. 60

59. How To Raise Capital Through Podcasting | Brian Briscoe Interview

Ever wanted to launch your own thought leadership platform? In this episode, Brian shares how he launched and scaled his podcast Diaries of An Apartment Investor. Connect With Brian Briscoe: https://www.fouroakscapital.com/ https://www.diaryofanapartmentinvestor.com/podcast https://www.thetribeoftitans.com/ Connect With Me on LinkedIn , Instagram , Facebook , and Twitter ! Let’s Close Some Deals! This is NOT investment advice. Please consult with your own investment, tax, and/or legal profession...

Apr 02, 202240 minSeason 1Ep. 59

58. How He Launched His Own REIT ETF | David Auerbach

REITs and ETFs explained. In this episode, David explains how he built his carer in commercial real estate and eventually launched his own REIT! David Auerbach's Socials https://www.linkedin.com/in/david-auerbach/ https://twitter.com/dailyreitbeat Connect With Me on LinkedIn , Instagram , Facebook , and Twitter ! Let’s Close Some Deals! This is NOT investment advice. Please consult with your own investment, tax, and/or legal professionals....

Mar 27, 202229 minSeason 1Ep. 58

57. How To Raise $1 Million With Just One Check | Rob Beardsley Interview

Institutional investors explained. In this episode, Rob explains how he built a list of and raised capital from institutions. Rob Beardsley's Website https://lscre.com/ Connect With Me on LinkedIn , Instagram , Facebook , and Twitter ! Let’s Close Some Deals! This is NOT investment advice. Please consult with your own investment, tax, and/or legal professionals....

Mar 20, 202226 minSeason 1Ep. 57

55. Why Everyone In Their 20's Should Start A Business (Even If You Fail)

Starting a business is easy, but starting a successful one is much harder. However, even if you fail you'll still learn skills that you can take with you to future projects. Connect With Me on LinkedIn , Instagram , Facebook , and Twitter ! This is NOT investment advice. Please consult with your own investment, tax, and/or legal professionals....

Mar 06, 202214 min

54. Move The Needle Secrets

You Already Know What You Have To Do. Let's Do It. Too many times we get caught up doing tasks and action items that lead to no result. It's time to figure out what you need to do and focus on it. Connect With Me on LinkedIn , Instagram , Facebook , and Twitter ! Let’s Close Some Deals! This is NOT investment advice. Please consult with your own investment, tax, and/or legal professionals....

Feb 26, 20226 minSeason 1Ep. 54

53. Should I Raise Capital Through A 506b Or 506c Offering?

A big question for capital raisers is, "how can I raise capital legally?" In this episode, I share how to avoid taking your company public by taking advance of the Regulation D exception. As always, I am not a securities attorney. I recommend double-checking with your own council for your own state's law. This is NOT investment advice. Please consult with your own investment, tax, and/or legal professionals.

Feb 19, 20229 minSeason 1Ep. 53

52. What to Expect On A Buyer's Call

In this episode, I share what the brokers will ask you on a buyer's call. It may be intimidating, but if you know the asset well and prepare beforehand it will be easy. Here are the questions that they will ask you: Why are you excited about the deal? Tell us about your background How will you conduct due diligence? Tell us about your equity? Tell us about your debt? What is the business plan? This is NOT investment advice. Please consult with your own investment, tax, and/or legal professionals...

Feb 13, 20229 minSeason 1Ep. 52

46. How He Went From A Top 1% Amazon Seller To An 8 Figure Multifamily Real Estate Investor | Carlos Salguero Interview

In today's episode, I will be interviewing Carlos Salguero. Recently Carlos added The Gateway Village in Murfreesboro, TN to his portfolio. He built out an incredible team to take down the $20M+ mixed-use apartment deal. We'll discuss business principles from a serial entrepreneur and ways for hungry young people to get started in business. Connect With Carlos on Instagram: https://www.instagram.com/iamcarlos10x/ This is NOT investment advice. Please consult with your own investment, tax, and/or...

Jan 01, 202227 minSeason 1Ep. 46

45. Advanced Networking Strategies For Wall Street Professionals | Mike Strug Interview

This week I interviewed Mike Strug of YREPNY. Mike is the founder of the Young Real Estate Professionals of New York, the premier commercial real estate networking group in the tri-state area. He has mastered the art of networking and his passion is teaching this skill to others. In this episode, we discuss advanced networking strategies that students and young professionals can take advantage of. The YREPNY website is YREPNY.org This is NOT investment advice. Please consult with your own invest...

Dec 25, 202121 minSeason 1Ep. 45

44. How He Landed His Dream Role In Private Equity | Jared Nemet Interview

This week I will be interviewing Jared Nemet. Jared studied real estate and hotel administration at Cornell University. He is currently an investment analyst at KHP Capital Partners. A private equity firm focused on investing in boutique and independent hotels. In this episode, we go in-depth into how young professionals can land their dream internship or full-time role. Resources mentioned: Selectleaders.com https://www.linkedin.com/company/collegiate-real-estate-network https://tamidgroup.org/...

Dec 19, 202124 minSeason 1Ep. 44

43. The Number One Thing Passive Investors Must Look Out For

Do you really understand the returns you're expecting? In this episode, I share a trick to properly understanding the risk of your investment. This is NOT investment advice. Please consult with your own investment, tax, and/or legal professionals.

Dec 15, 20214 minSeason 1Ep. 43

42. How He Started His Own Podcast | Yvan Sison Interview

In today's episode I will be interviewing Yvan Sison. Yvan runs his own podcast called the Startup REI Show. He also founded Next Opportunity Capital, a real estate investment firm. In this episode we discuss: - Starting A Platform - Productivity Hacks - Time Batching Yvan's Website: Startupreishow.com This is NOT investment advice. Please consult with your own investment, tax, and/or legal professionals.

Dec 11, 202127 minSeason 1Ep. 42

40. How He Started His Own Family Office | Peter Fioretti Interview

Peter Fioretti is the Founder and CEO of Mountain Funding and Mountain Real Estate Capital (collectively “Mountain”), as well as The Fioretti Family Foundation. He has 35+ years of owning and managing various successful real estate investment and development companies, investing over $3B equity. Since founding Mountain in 1993, Peter is responsible for the company’s vision, strategic partnerships, and investment decisions. Mountain’s family office provides strategic and co-GP equity, to extraord...

Dec 03, 202120 minSeason 1Ep. 40

39. How I Landed My Dream Internship

Landing great internships is hard, and landing one during covid was even harder. Come learn an advanced networking tip that can 50X your reach. This is NOT investment advice. Please consult with your own investment, tax, and/or legal professionals.

Nov 30, 20217 minSeason 1Ep. 39

38. How He Launched A Real Estate Fund While Running His Own Medical Practice | Dr. Gabriel Bietz

Today on the show I will be interviewing Dr. Gabriel Bietz. Gabriel has been investing in multifamily for the past 14 years but has been in real estate for 21 years. He has done apartments, office buildings, fix n flips, and even hard money lending. Recently Gabriel launched Mosaic Equity Group. An investment fund that invests in apartments in texas that are valued at over $10M. Gabriel is also a partner at Peripheral Vascular Associates. The largest single-specialty vascular group in Texas. Gab...

Nov 26, 202129 minSeason 1Ep. 38

36. From $100 to 1500 Apartment Units | Maricela Soberanes Interview

Maricela Soberanes is the Managing Principal and founder of Up Plex, a veteran-owned and operated real estate investment firm and a commercial syndicator. She has been investing in real estate since 2006 in Austin, TX. She and her husband help aspiring medical professionals become passive investors as she practices with them side by side in the medical field as an anesthesia provider. She is an advocate of passive investors and shares her knowledge in the series "The Savvy Passive Investor," whe...

Nov 19, 202126 minSeason 1Ep. 36

35. How I Graduated College Debt Free

College does not have to be super expensive. It is possible to graduate debt-free or with very little in debt. Pick a great major in STEM, business, or the medical field. Consider learning a trade as well. Attend community college than a public school. Avoid private schools unless they are Ivy League. Put up with your parents for 2-4 more years. Land an excellent internship junior year. Win merit-based scholarships through your school. This is NOT investment advice. Please consult with your own ...

Nov 16, 202112 minSeason 1Ep. 35

34. How I Keep Track of 1000+ Connections

Use a CRM! Following up is the most important part of networking and where most people fail. Networking is almost useless if you don't follow up consistently. If you haven't interacted with someone in years, are they really still your friend? They might be a totally different person. Quick tips: Be likable Be consistent Use a CRM. The best CRM is the one you'll actually use. At a bare minimum, you need to track contact info, notes, and ideally when your last interaction was. This is NOT investme...

Nov 12, 20215 minSeason 1Ep. 34

33. How Investors Were Scammed Out of Over $50 billion

Do. Your. Due. Diligence. Bernie Madoff, Mike Milken, and Jordan Belfort (Wolf of Wallstreet) were just a few people who scammed billions of dollars from investors. These people took money from the most vulnerable and didn't have their best interests in mind. Red flags popped up, but they were ignored by everyone. Don't allow a financier to take advantage of you. For a complete due diligence guide for active and passive investors, visit: https://www.arlencg.com/ebook/ This is NOT investment advi...

Nov 10, 20218 minSeason 1Ep. 33

31. How He Started Three Funds Before Turning 26 | Bridger Pennington Interview

Bridger Pennington is the founder of 3 investment funds that have done over 317 deals in the last 3.5 years. He has started helping others launch their own funds through Investment Fund Secrets, an online program with over 4,000 students designed to help them start investment funds without working on Wall Street or having an Ivy League degree. Bridger has spoken on stage to thousands of people across the United States and is determined to help entrepreneurs scale their businesses through launchi...

Nov 01, 202138 minSeason 1Ep. 31

28. What is a Cost Segregation Study

Save thousands on your tax bill with a cost segregation study. This is NOT investment advice. Please consult with your own investment, tax, and/or legal professionals.

Oct 27, 20217 minSeason 1Ep. 28

25. How to Choose the Best Firm to Invest With

As a passive investor, the most important decision you will make is who to trust your capital with. In this episode, I share the formula for picking the right team. This is NOT investment advice. Please consult with your own investment, tax, and/or legal professionals.

Oct 23, 20213 minSeason 1Ep. 25

24. Let's Talk About Debt

Debt is everywhere, but how can you tell which is good and which is bad? This is NOT investment advice. Please consult with your own investment, tax, and/or legal professionals.

Oct 22, 202110 minSeason 1Ep. 24
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