Category

Educate first, then invest

Private consultations with Carlo Turner, live webinars, Miramar meetups sponsored by TD Bank, and the fund document package.

In this category

Four ways to learn before you subscribe

Investment Consultation

1:1 with Carlo Turner via Calendly.

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Educational Webinars

Free recorded webinars and three fund videos from Carlo Turner.

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Investor Meetups

Coffee and Finance in Miramar, sponsored by TD Bank.

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Fund Documents

PPM, Subscription Agreement, Operating Agreement.

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Financial educator holding up printed portfolio charts during a live investment webinar session
Why we invest in education

The right investor stays for years

The CEO Fund is a long-hold, quarterly-distribution fund. That works when investors understand what they own and why. So we run consultations, webinars, and meetups before the first dollar moves, not after.

Expect to talk about the mortgage note itself, the collateral, the workout paths on non-performing paper, and how quarterly distributions arrive. Then decide.

Book a call with Carlo

Getting started

Good to know
About 30 minutes. Enough to hear the strategy, review the fund structure, and answer your first round of questions.
Yes. Free, live, and limited to 100 seats. Held Thursdays at 1:00 PM and 7:00 PM Eastern.
At the fund's Miramar, Florida office. Refreshments provided. Sponsored by TD Bank.
The Confidential Private Offering Memorandum, Subscription Agreement, and Operating Agreement are released after accredited-investor verification.
Webinars and meetups are open to accredited and non-accredited investors. The fund itself is Reg D 506(c), open only to accredited investors.

Book your intake call

Thirty minutes with the fund manager, on your calendar.