Bridge Point Capital Soft-Launches Its Premier Mastermind Group

Manhattan, New York, New York – June 17th, 2022, Bridge Point Capital (BPC) today announced the soft launch of its Mastermind Group, a high-touch coaching program that provides like-minded investors with the tools, resources, and personalized attention to build long-term wealth. It covers comprehensive advisory services to help members scale their businesses and accomplish wealth management missions. The first 2-hour event was mainly focusing on financial advice after retirement, and it was broadcasted through Zoom and YouTube and has attracted hundreds of audiences to listen in.

Mastermind Group aims to create a diversified investment strategy using the latest research combined with Bridge Point’s years of experience in creating wealth management solutions. The approach is based on the unique Bridge Point Playbook, a proven wealth management methodology developed by BPC’s Co-founder and Co-Chief Executive Officer, Mark Young, at the investment office of a leading management consulting firm. Central to this will be to diversify portfolios, protect assets, provide events and workshops to personalize experiences, and directly connect members with the right investment professionals.

Mark Young will be joined by Raghu Rao, a serial entrepreneur, strategic advisor, and angel investor, to lead this and guide members through a comprehensive and customized process of portfolio diversification and personal wealth management. With over 20 years of experience in successful wealth planning for HNIs, including Mckinsey Partners, Mark specializes in comprehensive wealth advisory that combines his expertise in private equity investments in the hard tech space.

Mastermind Group members will have the opportunity to build a personalized wealth management strategy similar to models applied by the top university endowments. Key factors include liquid and illiquid asset allocation, trust & estate planning, tax planning, and insurance. During the process, Bridge Point enables members to maximize expected returns while efficiently minimizing risk with the right mix of investments. Aiming to protect and diversify your assets, Mastermind will ensure members a safeguarded legacy with a personalized plan covering all aspects of financial life.

Overall, Mastermind Group will be a genuinely transformative wealth management program that combines professional guidance and peer advice, where members develop comprehensive and customized knowledge and ideas to achieve portfolio diversification even during inflation.

Want to learn more? Email us @info@bridgepoint.capital or follow our YouTube channel.