Free Live Webinar
CEO Mortgage Fund vs Mutual Fund
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Join Thousands of Investors Who Have Already Mastered Private Lending
Investors trained
Focused session
Free to attend
What you will learn
Why Mutual Funds Fall Short in Today's Market
Fees erode returns, volatility destroys timelines, and most mutual fund managers consistently underperform their own benchmarks. We'll show you the data investors rarely see.
What a Mortgage Fund Actually Is and How It Works
The CEO Mortgage Fund invests in first-lien mortgage notes secured by real property. You earn interest income backed by a tangible asset not a promise on paper.
The Income Difference: Monthly Cash vs Market Swings
Mutual funds depend on market appreciation. Mortgage funds generate predictable monthly income. We'll walk through real-world return comparisons side by side.
How Your 401(k) or IRA Can Access the Mortgage Fund
Using a Self-Directed IRA (SDIRA), your retirement savings can be repositioned into the CEO Mortgage Fund tax-advantaged, without cashing out or triggering penalties.
Risk Profile: What Protects You When Markets Drop
When the stock market falls, mortgage-backed income typically holds steady. Understand why real property collateral provides a fundamentally different risk floor than equities.
Live Q&A with Carlo Turner
Bring your questions about your own portfolio or current market conditions. Carlo answers live giving you personalised insight from 25+ years navigating financial cycles.
SDIRA Real Estate vs Traditional IRA Investing
Attribute
- Income Consistency
- Asset Backing
- Response to Volatility
- Fee Structure
- Inflation Protection
- IRA Compatibility
- Transparency
Mutual Fund
- Dividends vary; often cut in downturns
- Paper claim on diversified equities
- Value drops immediately with markets
- Management, load & performance fees stack up
- Real returns eroded by rising prices
- Standard IRA eligible only
- Limited visibility into underlying holdings
CEO Mortgage Fund
- Monthly income, contractually structured
- First-lien mortgage on real property
- Income continues; property values stabilise
- Transparent, straightforward fund structure
- Fixed interest rate insulates from inflation
- Accessible via Self-Directed IRA (SDIRA)
- Investors know exactly what secures their capital
Featured speaker
Carlo Turner
Fund Manager, The CEO Fund
Carlo Turner has served as Fund Manager since The CEO Fund’s inception, directly overseeing the acquisition, financing, development, and delivery of the fund’s assets alongside his partners. Prior to this role, Mr. Turner worked as a Financier across multiple management positions in financial markets including Investment Banking in Commodities, Stocks, and Bonds.
Carlo has traveled extensively around the world representing substantial holdings of wealthy clients, and has consulted numerous CFOs and hedge fund managers in the trade and acquisition of securities exceeding $100,000 million. He brings more than 15 years of experience in corporate finance, complemented by deep expertise in a wide variety of real estate backed investments.
25+
Years in corporate finance
$100B+
Securities
consulted on
Global
Clients across markets worldwide