Come with questions about investing. We will use the mastermind / collective knowledge of the group to talk through questions, ideas and issues.
Craig Eppler is the founder and CEO of Eppler Capital Funds. After working with publicly traded investments, at Vanguard and Wealth Enhancement Group, he found it difficult to help investors achieve their goals, with the low-yielding options that Wall Street offers. So, he started putting funds together in the private market space. He has experience investing in private equity, real estate, music royalties, and private lending backed by real assets. Come hear about his story, his thoughts on due diligence, deal structure and much more.
How do you start and build a business. Where do you find capital to grow a business. How does this play into your overall wealth building strategy. Rob Kindle will be sharing about his company NexGen that provides industrial wastewater treatment systems. He will share his story as an investor, and specifically building this business. Not only is Rob a seasoned investor and entrepreneur, but he is also grandpa to our members Mike and Vickie (which is why we can get him to make a special trip to Bozeman to come and talk with us).
Members only. Come join us for some food, game and investing education. Will have some catering from Bar 3; but encouraged to bring dish, desert, drink to share. In addition to some food and libations, We will be playing the Cashflow Boardgame. If you have a copy of the game, please bring it.
Kyle Hexom will be sharing his knowledge about modular/manufactured/mobile homes. He has dismantled and repurposed a few man-camps in North Dakota, he has developed low cost worker housing, and much more. Come hear about how to use his knowledge and resources for and easy ADU, building low cost housing, and many other opportunities.
Join us for the third annual Multi-City investing meeting. Billings, Helena, Bozeman and Missoula investing clubs will join like Voltron to form the ultimate group. We will have a round robin of presentations to provide a summary of each market and a recent deal completed in each market. Then there will be small breakout discussion groups to get to know people in other cities. Reach out to your club organizer for a link to the zoom meeting.
Because we often take deep dives at our meetings, it is good for us to revisit the basics. Tim Ford will be going over cap rates, NOI and all the other calculations that investors use to analyze rental properties. This is a great refresher for the seasoned investor, and a good overview for the beginner. Bring a calculator! This is an open meeting, anyone can come, please get the word out.
Come loaded with questions or topics you want to discuss. We will have informal group discussion, these are always good meetings as the collective knowledge and insight in the room is pretty massive.
RJ has pursued opportunities to buy a local business and recently made an offer on one. Pat has been working as a business broker, and has participated as an investor for passive private equity in businesses. They will share their experience and knowledge on how to invest in small businesses.
Mike grew his passive income with real estate while in Bozeman as part of the club. While his two boys were still young he and his wife decided to live abroad. If you are not completely financially independent, how can you use some passive income to bridge the gap, while keeping expenses down and pull this off? What are some major considerations before living abroad (visas, time zones, jobs, cost of living, real estate, etc). Managing rental properties from another state may seem scary, but what about from another continent? Come hear Mike's story, hear about some of his investments, and learn some key lessons about living abroad. Mike will video in from the Netherlands.