Be The Captain

Due Diligence Session With Chris Carsley (June 2023)

Due Diligence Session With Chris Carsley (June 2023)

In this due diligence training we speak to Chris and his partner Brock about how they came to start a fund and the ...
Due Diligence with Fuquan Bilal

Due Diligence with Fuquan Bilal

Fuquan Bilal now operates a consolidated fund with two primary strategies. In this training, we demonstrate how to ...
Due Diligence with Mike Zlotnik

Due Diligence with Mike Zlotnik

In this training we run through a due diligence session with Mike Zlotnik designed to uncover more about his funds ...
Due Diligence with Eric Goodman

Due Diligence with Eric Goodman

In this training, we pull apart the Goodman Capital fund and identify why Eric feels qualified to lead a run this ...
Due Diligence Training Jacob Vanderslice

Due Diligence Training Jacob Vanderslice

This is a deep dive into the specific investments run by Van West Partners. In this training, we grill Jacob ...
Mark Jackson and the Strength of Single-family Homes

Mark Jackson and the Strength of Single-family Homes

In this live interview Mark Jackson talks us through the current long-term and short-term notes he creates and why ...
Introductory Conversation With Lindsey Faulstich

Introductory Conversation With Lindsey Faulstich

Introductory Conversation With Lindsey Faulstich. DOWNLOAD WORKSHEETPDF
Bridge Finance and Distressed Lending With Eric Goodman

Bridge Finance and Distressed Lending With Eric Goodman

Eric peels back the curtain and reminds us of how and why his bridge finance and distressed lending model works ...
Effective Wealth Goal Setting

Effective Wealth Goal Setting

In this training, I review the fundamental elements of a solid one-page plan that should be regularly reviewed ...
Live Round Table with Fuquan Bilal

Live Round Table with Fuquan Bilal

Today we spoke to Fuquan Bilal and unpacked his view on running a small fund, micro-lending opportunities and his ...
Adam Baker

Adam Baker

Adam updates us on the focus of Sentinel property group and how the current market is creating new opportunities.
Live Round Table with Heather Dreves

Live Round Table with Heather Dreves

Heather Dreves speaks to us today about how the hard money lending market is adapting in a high inflationary ...
Live Round Table with Randy Lawrence

Live Round Table with Randy Lawrence

In this live session we explore how the multi-family strategy is adapting in today’s climate...
Troy Eckard

Troy Eckard

In this training, Troy takes us deeper into how he works with investors and how they can take advantage of the ...
Chris Miles

Chris Miles

In this episode, sought-after personal wealth adviser Chris Miles talks to us about conventional and conservative ...
Live Training with Eric Goodman

Live Training with Eric Goodman

In this short training Eric Goodman talks about debt investment strategies and why he sees this as a conservative ...
Glenn Stromberg

Glenn Stromberg

Glenn Stromberg gives us an update on current market activity and what is happening in the pre-fabricated home ...
The Friction of Legacy

The Friction of Legacy

We can have the best of intentions when it comes to creating financial legacy, but the reality can be far from ...
Sergey Shikhvarg – Bank account set up 101

Sergey Shikhvarg – Bank account set up 101

Our contact at Signature Bank, Sergey Shikhvarg, talks us through the documentation and expectations on holding a ...
Live Round Tables with Darris and Mike

Live Round Tables with Darris and Mike

In this Live panel session with Mike Zlotnik and Darris Cassidy, we examine the in's and out's of syndications and ...
Live Training with Darris Cassidy

Live Training with Darris Cassidy

In this hot-seat interview, we speak to the new CEO of Verivest, Darris Cassidy. He talks us through the gap in ...

DISCLAIMER


This presentation has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person’s investment objectives, financial situation and particular needs. Before making any investment decision based on this advice, you should consider, with or without the assistance of a licensed financial adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.

Although every effort has been made to verify the accuracy of the information contained in this document, Phoenix Wealth Group, its officers, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this document or any loss or damage suffered by any person directly or indirectly through relying on this information.

Phoenix Wealth Group and its related entities can take no responsibility for any actions taken by any person independently based on the information provided in this presentation.

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