Spoke Fund ®

Cale Smith

Here’s one of the best things about all this volatility in the market lately:

It’s a great time to start a Spoke Fund®.

Along those lines, I’ve got a handful of things to report about the Spoke Fund conference coming up September 12th.

1. I flew up to Marco Island a few Fridays ago and got the formal tour of the Marriott where we’ll be hosting the conference. It is, simply, gorgeous. I am fired up. Again, please bring the wife and/or kids if you can. They’ll love it.

2. I’ve decided to formally start calling this thing the “FundLaunch” conference. Bit easier to brand that way, I think. So you may see that term being used quite a bit from now on. And that makes this the inaugural FundLaunch conference which, of course, you simply cannot miss.

3. I’ve also got a new registration page where you can sign up to attend. Please register for the conference right here on this page.

Here’s a rough agenda of topics we’ll cover during the conference:

Monday, September 12th Agenda:

Introduction to Spoke Funds
How to Prepare for Launch
Launching your Spoke Fund
Productivity and Technology Tools
Compliance and Administration
Marketing

We’ll run from 9 am to 4pm that day, with a break for lunch. We’ll also have a killer cocktail reception up in the penthouse suite that night.

Tuesday, September 13:

Lessons Learned & Pitfalls to Avoid
High Conviction Ideas

Tuesday will run from 9am to noon, so you’ll have time to catch a flight in the early afternoon. And that last bit, the High Conviction Ideas session, will feature conference attendees giving an overview of one of the highest conviction stock ideas they’re currently invested in. Assuming you’d like to, of course.

So at the very least, you oughta come out of this thing with at least a couple of good investing ideas. I think in reality, you’re going to leave with a whole lot more.

Please see my last post for details on making reservations. And here’s the latest brochure on the conference.

Finally, there are limited sponsorship opportunities available if you’d like to get your company in front of the next great portfolio managers. Please email me for details.

More in a bit. Hope you can make it!