Launch your fund with the help of your friends (and $$ off)

Cale Smith is a long time Tradestreaming supporter as we are of him and his efforts.

He’s a money manager and growing a movement, SpokeFund, to assist others in getting their ideas and businesses off the ground.

It’s an interesting bootstrapping model — one that aligns the small business owner/asset manager and investor — and one we spent considerable time understanding and learning about in one of Tradestreaming’s live events.  (See the presentation deck From the Ground Up: Building a Successful Money Management Business.)

Think of Spoke Fund as Lean Startup for investment businesses.

Now for the good part…

Continue reading “Launch your fund with the help of your friends (and $$ off)”

Check out the preso from our “building a startup money management biz” event

I was joined by portfolio manager, Cale Smith of Islamorada Investment Management on my “Future of Finance” webinar series yesterday.

Cale addressed his own experiences starting up his own investment firm and the technology, business model and structure he’s used to grow his business over the past 3 years.  Check out our presentation below. Continue reading “Check out the preso from our “building a startup money management biz” event”