Private Funds for Investment Advisers

12 customer reviews


Private Funds for Advisers

by Adam Ponder

This book is for you if you have ever wanted to provide an alternate path for your clients to invest but, like most advisers, aren’t sure how to launch a private fund. This book will save you months or years from getting to your fund to launch and will easily save you tens and even hundreds of thousands of dollars. More importantly, if you follow the recommendations in this book you will have the opportunity to make millions of dollars for your firm, all while enriching your clients and investors in life-changing ways.

SKU: 781737225003 Category:

12 reviews for Private Funds for Investment Advisers

  1. Karan (verified owner)

    Any advisor contemplating running a private fund will find “Private Funds for Investment Advisers” to be an invaluable resource. Adam Ponder gives a solid overview of private funds, packed with wisdom, practical advice and inspiration.

  2. Michael (verified owner)

    Private Funds offer a lot of flexibility for both advisers and investors and can become a great component of any advisory book. There is a lot that goes into setting them up the right way, however, so this book will act as a great resource to firms searching whether or not the private fund route is right for them.

  3. Jamie (verified owner)

    Private Funds for Investment Advisers shows advisers how to gather new assets and build deeper relationships with your high-net-worth clients. All in a way that most advisers have never even considered. I Highly recommend it!

  4. John (verified owner)

    Making our strategies available to accredited investors was an important strategic initiative for our firm. We believe a thoughtfully positioned and differentiated strategy will be appreciated by a sophisticated investor audience. Expanding our distribution channels also serves to increase brand awareness and diversify our client base. While we had the benefit of using Alta Trust to launch our private funds, I wish Adam’s book had been available then. It would have shortened our learning curve significantly!

  5. Brenda (verified owner)

    I’m impressed! This book is a comprehensive private funds guide written by an author who clearly has vast knowledge. The book untangles private funds in 200 easy-to-read pages. This is a must-have for advisers and investors. I highly recommend this book.

  6. Julien (verified owner)

    Awesome book that I would encourage any of my friends or colleagues looking to learn more about finance and private funds to read. This would be a great book to use as a tool in college courses. 10/10 would recommend.

  7. Cherie (verified owner)

    This book was recommended to me by someone I really trust in the finance industry and I really enjoyed reading it. I learned a lot! This is the perfect book for Investment Advisors who want to offer Private Fund Investment opportunities to their clients.

  8. Erin

    Private funds are a complex tool, but this book is a great comprehensive guide. The examples and graphics make it even more effective. I would certainly recommend it to industry professionals looking to better understand private funds and their many benefits.

  9. Owen

    Informative and well written. As someone who works in the Industry I found this immensely helpful in understanding Private Funds and finance as a whole.

  10. Stephen

    If you’re new to private funds and are looking to understand how they work, this is the book for you. It is simply laid out so that both novice and experts can learn something from it.

  11. Brandon

    Excellent book for those who might be looking to use private funds as a way to diversify their client’s portfolio as well as those who might just want to learn more! Great reading!

  12. Meryl

    A must read for anyone contemplating private funds either as a personal investment OR a tool for their clients. It’s a helpful guide written in a way that is can be understood for readers at all levels of knowledge. An awesome tool for those who are recommending private funds to their clients….it would provide an introductory high level understanding of what private funds can offer an investor in their portfolio, how they work and what to think about before starting one.

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