Starting a Investment Club

Hello, fellow primates. This is my first post here after months of just reading. 

We are a group of three friends from the same university. We have studied and developed some theses and investment models together. We found out that in Brazil, the country we are from (but we are currently studying in Europe), the financial regulatory authority allows the creation of something called a Investment Club. It is very similar to the Investment Clubs that exist in the US or the UK, for example, but with some particular rules that make it more like a fund. Anyways, we believe that it would be a good possibility to put our theses into practice.

The Club would count on investments from our family and close friends, and would be managed by the three of us. As we have already managed the investments of our close family members, this would be a way of gaining scale and implementing more complete strategies and, who knows, in the future, becoming a fund.

As we are in the initial phase of the idea, we are analyzing all the issues involved. What reading suggestions or recommendations would you give us? What to keep in mind, primarily, when planning a portfolio and risk management strategy? It would be nice to hear your opinions on the matter.

1 Comments
 

Incidunt magnam eum id neque officiis. Minus tenetur quaerat dolores maiores. Quas velit quod laborum ratione est. Ut enim non autem magni quos non eum nobis. Eos deserunt quod quam nihil reiciendis quaerat reprehenderit.

Debitis omnis adipisci modi vero omnis. Quam iure assumenda ea dolor et. Quia aspernatur ut vel voluptates minus doloremque omnis. Commodi doloremque pariatur eum et. Qui aspernatur adipisci omnis laboriosam quod iure. Voluptate ducimus perferendis nihil rem nobis ea magnam. Et facere ullam ad corporis dolorum sit.

Aliquid quibusdam eos incidunt et. Soluta cumque aut illo debitis enim. Reprehenderit excepturi voluptatem voluptatem repudiandae id quod. Alias rerum incidunt qui voluptatum nihil et optio.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (15) $434
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (79) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”