FMS FinPub Pro

A Private Equity Education & Investing Membership Model

40 min · 11. juni 2025
episode A Private Equity Education & Investing Membership Model cover

Beskrivelse

What happens when your wealth manager fires you after losing your money? For Graham Rowan, it became the catalyst for moving into private equity investing before founding The Inside Investor Club. His club typically invests in companies valued between $20-80 million, making $500k-$2M raises accessible to its community of about 200 high net worth families. Graham's business model represents the growing direct to investor businesses models proliferating in many different forms. In this one we see investor education merging with exclusive direct investment opportunities FinPub Pro is produced by The Financial Marketing Summit [https://financialmarketingsummit.com], the #1 networking and marketing conference for financial newsletter publishers, trader educators, and digital financial media. John Newtson, host and founder of The Financial Marketing Summit can be reached via LinkedIn at John Newtson [https://www.linkedin.com/in/johnnewtson/]

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episode Shifting from Launch Campaigns to Live Shows. cover

Shifting from Launch Campaigns to Live Shows.

One of this year’s most popular  presentations at FMS was Nate Tucci’s , “From Getting Attention to Owning Attention: The shift from campaign-driven revenue to live-show revenue.”  He showed how they moved away from the eternal hotlist launch model at FinMC to a live show model. How it both  increased and stabilized revenue (at scale), and created more predictable revenue. Today, I speak with Niklas Freier,  President at FinMC, about the operational side of that transition. We got into a lot of interesting areas including how FinMC has consistently been a very forward thinking publishing group.  They've consistently pushed the boundaries of the FinPub model in a lot of ways and how that is the result of an intentional culture of innovation internally.  Niklas also talked a lot about how they're using AI in areas like telesales and more.  FinPub Pro is produced by The Financial Marketing Summit [https://financialmarketingsummit.com], the #1 networking and marketing conference for financial newsletter publishers, trader educators, and digital financial media. John Newtson, host and founder of The Financial Marketing Summit can be reached via LinkedIn at John Newtson [https://www.linkedin.com/in/johnnewtson/]

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