One Fund Investments
About John:
John spent years at a growth equity private equity fund before co-founding OneFund. The inspiration for creating the platform arose from recognizing the exclusivity of top-tier funds with their high minimum investment requirements.
Check out this week's episode, out now on all platforms!
Challenges of High Minimums
There is a steep minimum investment requirements of top-tier funds, exploring the challenges for both investors and the funds themselves. The prohibitive nature of these requirements and the need for a more inclusive investment approach are highlighted.
Democratizing Investments
OneFund's goal is to provide a platform where individual investors can access premier private equity and venture capital funds, conduct due diligence, and invest at fractions of the traditional minimums. The focus is on helping people diversify portfolios and gain access to investment opportunities typically reserved for ultra-wealthy entities.
Understanding the Appeal of Private Equity and Venture Capital
John sheds light on the reasons individuals and institutions are drawn to private equity and venture capital, emphasizing the potential for higher returns and the diversification benefits, especially in a landscape dominated by privately held companies.
Navigating Risks and Investment Strategies
The conversation explores the risk profiles of different private equity categories, such as venture capital, buyout, and growth. John emphasizes the importance of diversification within a private market portfolio to mitigate risks and discusses various investment strategies.
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Tax-Advantaged Investment Opportunities
John shares insights into tax-advantaged investment strategies, including the use of self-directed IRAs for tax-efficient investing. The discussion touches on the potential benefits of qualified small business stocks (QSBS) and the complexities investors may encounter.
Potential Drawbacks and Risks
The conversation addresses potential drawbacks, focusing on issues such as phantom income and unrelated business taxable income (UBTI) that investors might face when engaging with private equity and venture capital funds. John stresses the importance of fund diligence in mitigating these risks.
Fee Structures in Private Equity
Exploring the unique fee structures in private equity and venture capital, John explains the 2 and 20 model, where investors typically pay 2% per year on assets and 20% of returns to the fund. He emphasizes the importance of understanding net returns after fees to make informed investment decisions.
Breaking Down Barriers with OneFund
John discusses how OneFund collaborated with various funds to break down the traditional barriers to entry, offering minimum investments that are a fraction of what is typically required. The platform's mission is to make top-tier investments accessible to a broader audience.
Contact John:
Email: [email protected]
Website: https://www.onefundinvestments.com/
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This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.
Co-Founder @ OneFund
1 年Great time chatting, Paul!