Presented By
Fund Manager Mastermind
April 23-24th, 2026 | Overland Park, Kansas
How To Attract And Win More Investors in 2026
Join us for a high-impact, one-day mastermind event designed exclusively for fund managers and capital raisers who want to supercharge the #1 driver of growth: consistent, qualified investor leads.
This focused event will equip you with the strategies, systems, and messaging that top capital raisers are using right now to attract more prospects, build trust faster, and convert leads into committed investors. Learn directly from some of the most dynamic and successful capital raisers in the industry—and walk away with actionable tactics to elevate your investor pipeline and close more capital in 2026.
What To Expect
Exclusive, Peer-Led Mastermind
Engage in unfiltered conversations with experienced fund managers and capital raisers who are actively closing deals and scaling their firms.
Tactical Strategies to Attract and Convert More Investors
Discover high-converting marketing frameworks, compelling storytelling techniques, and lead generation systems used by today’s top capital raisers to consistently attract qualified prospects and turn them into committed investors.
Elite Networking & Social Events
Build high-value relationships in an intimate, invitation-only setting.
Schedule of Events
đź“… Thursday, April 23rd (Pre-Event Networking)
- 6:00-9:00 PM – Happy Hour. More details to follow.
đź“… Friday, April 24th (How To Attract & Win More Capital)
- 8:30 – 9:00 | Registration & Coffee
- 9:00 – 9:15 | Opening Remarks & Day Overview
Ellis Hammond, Aspen Funds
Setting the frame for the day: why most fund managers plateau on capital, and what the next eight hours are designed to solve.
Part I: Attract - Building Awareness & Drawing the Right Investors to You
- 9:15 – 10:00 | Keynote + Workshop: Turn Your Story Into a Converting Keynote
Sterling White, Sponsor Cloud
Most fund managers lead with their deal. The best ones lead with a story. This session covers how to craft a compelling narrative that positions you as the obvious choice for your ideal investor – plus the Flywheel Content Model that turns one talk into a full-cycle content engine. You’ll draft your story live in the room.
- 10:00 – 10:45 | Keynote + Workshop: Finding Your Niche Investor Avatar
Ellis Hammond, Aspen Funds
The fund managers raising the most capital – and keeping the most margin – aren’t casting a wide net. They’re going deep into a single investor community and owning it. Airline pilots. Faith-driven investors. Tech executives. This session breaks down why niching accelerates trust, shortens sales cycles, and builds a compounding referral engine that broad marketing never will. You’ll learn how to identify your niche, reverse-engineer the content that attracts them, and build pre-qualified inbound before anyone picks up the phone. You’ll leave with your avatar defined and a content map to reach them.
- 10:45 – 11:00 | Break
- 11:00 – 11:30 | Panel: Top of Funnel - What's Actually Working Right Now
Ellis Hammond (Aspen Funds), Samantha Parrinello (Viking Capital), Sterling White (Sponsor Cloud), Caleb Edwards (Oak IQ), Walker Deibel
A practitioner-level conversation on the channels and tactics generating real pipeline today – conferences, lead magnets, local meetups, social media funnels, podcast guesting, referral systems, and strategic partnerships. No theory. What’s working and what’s not.
- 11:30 – 12:15 | Keynote: The Economics of Your Investor - Understanding LTV and the Leverage Points of Your Business
Ben Fraser, Aspen Funds
Most fund managers can’t answer a simple question: what is a single investor worth to me over time? This talk reframes capital raising as a business model problem – how to calculate investor lifetime value, where the real leverage points are, and how those numbers should drive every decision about growth and spend.
- 12:15 – 1:30 | Lunch + Zone of Genius Breakout Tables
Speakers available at dedicated tables for hands-on, small-group workshopping. Pick your table:
- Webinar Strategy & Funnels (Walker D. Funnels + Jacob Blackett, Sponsor Cloud)
- Content & Marketing (Sterling White, Sponsor Cloud + Katy C.)
- Delegation & Hiring for Scale (Chris Parrinello, Viking Capital + Samantha Parrinello, Viking Capital)
- IR / Sales Process (Caleb Edwards, Oak IQ + Mike S. )
Part II: Win - Converting Interest Into Committed Capital
- 1:30 – 2:00 | Keynote: Walker Deibel (Topic TBD)
- 2:00 – 2:45 | Keynote: The Million-Dollar Launch - How to Create Urgency, Momentum, and Social Proof from Day One
Jacob Blackett, Sponsor Cloud
The system behind a deal launch that converts – creating urgency without hype, building social proof in real time, and running repeatable launches every month so capital raising never starts from scratch. Includes the structure, psychology, and follow-up sequence that turns webinar attendees into investors. This is the full operational playbook from webinar to wire.
- 2:45 – 3:30 | Keynote: Building Trust Between Deals - The Nurture Strategy That Keeps Capital Ready
Samantha Parrinello, Viking Capital
Most fund managers let their investor list go cold between deals and start from zero every cycle. This session covers the nurture strategy that keeps your list warm, engaged, and ready to commit when the next deal drops.
- 3:30 – 3:45 | Break
- 3:45 – 4:15 | Keynote: Setting Expectations with Investors - How to Raise Capital Without Burning Relationships
Christopher Parrinello, Viking Capital
The biggest fear most fund managers carry is that raising capital will damage their relationships. This talk addresses it directly – how to set honest expectations, avoid the overhype trap, and build a reputation that compounds instead of erodes.
- 4:15 – 4:45 | PANEL: Handling Objections, Following Up, and Closing - Lessons from the Best Closers
Mike Sullivant (Aspen Funds), Christopher Parrinello (Viking Capital), Caleb Edwards (Oak IQ)
What actually happens between “I’m interested” and a signed subscription agreement. Objection handling frameworks, follow-up cadences that don’t feel desperate, and the mindset shifts that separate closers from presenters.
- 4:45 – 5:00 | Closing: How to Get 10 New Meetings in the Next 7 Days
Caleb Edwards, Oak IQ
No one leaves without a specific action plan. Ten connector conversations and ten warm referral leads – mined from the CRM, email list, and network you already have. This is the Monday morning playbook.
- 5:00 – 5:15 | Final Close Ben Fraser, Aspen Funds
Who's Attending?
- This is a closed-door event for serious fund managers and elite capital raisers.
- You’ll be joining Aspen Funds’ executive team alongside some of the most effective and innovative capital raisers in the industry—leaders actively deploying capital, scaling funds, and raising from high-net-worth and institutional investors.
This is a closed-door, high-value event. If you’re serious about scaling your fund and want to be in a room with the best, this is where you need to be.
- 📍 Overland Park, KS
- đź—“ Thursday, April 23 & Friday, April 24, 2026
- 🛎️ Hotel information: TBD