Overview Investment Group

What We Do

We review fund sponsors and offer the best opportunities to present in front of our members. Our focus is on income generating investments with a bias towards experienced fund sponsors.

-Real estate
-Energy
-Private Credit

Who is This For?

Our members are capital allocators and their advisors. All are accredited per SEC definitions and deploying at least $500k per year. 

Membership Dues

2024: $500

This includes 6 meetings per year

Typical Meeting Agenda

8:00a - Light breakfast, coffee and social 
8:30a - Fund 1 Presentation
9:00a - Q&A
9:15a - Fund 2 Presentation
9:45a - Q&A
10:00a - Closing

All presentations are recorded with high quality audio and distributed to members after the presentation.