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Past Events
Conference Luncheon: The State of Black ETA | November 2025
The State of Black ETA was a networking event designed to learn about ETA models and expand your network with fellow leaders across the various models. The event took place during the Booth-Kellogg ETA Conference.
The Five Most Powerful Skills of a CEO | January 2025
Success as a CEO depends on mastering execution skills rather than innate traits or personality. Join David Dodson, lecturer in management at Stanford Graduate School of Business, for a webinar to explore how successful CEOs develop these skills.
Mental Health & Entrepreneurship: Thriving Beyond the Hustle | July 2025
Being a search fund entrepreneur means long hours, high stakes, and constant uncertainty — all of which can take a real toll on your mental health if left unchecked. This webinar was an impactful conversation at the intersection of entrepreneurship and mental health, tailored specifically for the search fund community. Led by Dr. Dion Metzger, board-certified psychiatrist and nationally recognized expert (featured on the Oprah Winfrey Network, ABC, NBC, The New York Times, Peace of Mind with Taraji P. Henson).
A Value Creation Journey with A.J. Wasserstein | August 2024
Often times, search fund entrepreneurs believe that if they can just buy a good business it guarantees them success. However, buying a good business, though vitally important, is not the finish line - it's the starting line. Operating the business is often the longest stage in the ETA journey and where the most value is created.
Effectively Managing the Due Diligence Process | July 2024
In this webinar, we discussed how to effectively manage the orchestra of the due diligence process by a seasoned and highly regarded investor in Anthony Walker.
Best Practices for Industry & Business Selection | April 2024
A conversation exploring the business and industry attributes present in successful Search Fund outcomes.
Conference Panel: The State of Black ETA | November 2023
The State of Black ETA was a networking event designed to learn about ETA models and expand your network with fellow leaders across the various models. The event took place during the 10th Annual Booth-Kellogg ETA Conference.
Webinar: No Nonsense Q&A | May 2023
No Nonsense Q&A Session was about searching and running a company with Jonathan Dunn (CEO of Cerbo EHR), Courtney Dunn (President of Cerbo EHR), & Tarra Sharp (Founder of JHMacon Capital).
Webinar: Due Diligence Workshop with Ali Evans | July 2022
This webinar went over business diligence topics around; creating/diligence of key bets, customer analysis, and software diligence.
Webinar: Fireside Chat with Irv Groesbeck | March 2022
Irv Grousbeck is the father of Search Funds, having started the concept over 35 years ago. In this conversation, Irv will discussed the origins of Search Funds and his thoughts on their future.