Resource

Coffee and Finance, in Miramar

In-person investor meetups at our Miramar, Florida office, sponsored by TD Bank. Complimentary refreshments and one-on-one time with the fund team.

Attendees networking around a cocktail table with badges and refreshments at a business event
What to expect

A two-hour session at our HQ

Doors open at 10:00 AM. Presentation from Carlo Turner and the fund team. Coffee, refreshments, and Q&A around the room. Attendees leave with a clear picture of how the fund's note book generates monthly cash flow.

Event specs

  • Location: 3150 SW 145th Ave, Suite 401, Miramar, FL 33027
  • Sponsor: TD Bank
  • Length: about two hours
  • Refreshments: complimentary
  • Audience: accredited and non-accredited investors welcome
What you get

Three reasons to show up in person

Meet the fund team

Talk directly with Carlo, Patrick, and Desi in one room.

See the strategy live

Walk through actual notes and real cash-flow examples.

Network with peers

Local accredited investors, family offices, and CPAs are in the room.

Related resources

Also worth your time

Investment Consultation

1:1 call with Carlo Turner.

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Educational Webinars

Live Thursday sessions on note-fund cash flow.

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Fund Documents

PPM, Subscription Agreement, Operating Agreement.

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Come by the Miramar office

Free to attend, sponsored by TD Bank, refreshments included.