“Just Raise a Fund” is commonly heard advice on trading desks when someone is irked over a denied trade or low bonus. In business school, you’re taught how to analyze every kind of investment, but nobody ever tells you what it takes to raise your own fund. During a 2018 Lunch & Learn at Kellogg, Jerry O’Brien (CEO & CIO of O’Brien-Staley Partners) shared, with a dose of humor, the specific steps it took O’Brien-Staley Partners to raise over $1 billion of AUM.
