Thursdays · 30 min
Build A Better Portfolio™ with John Brackett.
A live, biweekly session where the Founder and CEO, Fidelity Business Partners shows high income earners how private investments can sit alongside their public market holdings. Keep your stocks. Add investments built to produce cash flow. One topic each session, 30 focused minutes, and live Q&A every time. Register once and you are set for the whole series.
Next session
Thu, July 23
10:00 AM PT · 2026
Cadence
Every 2 weeks
Where
Zoom Webinar
Founder & CEO
John Brackett
One sign up. Every session.
Register once for Build A Better Portfolio™ and your Zoom link works for every session in the series. Come to the topics that matter to you, skip the ones that do not, and the replay lands in your inbox either way.
- Live with John Brackett, CEO of Fidelity Business Partners
- A new topic every other Thursday, 30 minutes each
- Live Q&A every session, plus replay and slides within 24 hours
- Optional 1:1 investor conversation to talk through your own portfolio
A standing room to ask the questions, not sit through a pitch.
Most investor webinars are one big sales event. Build A Better Portfolio™ is the opposite. It is a short, recurring session built around teaching one idea well and then opening the floor. The premise is simple. Stocks have a place. Real estate has a place. Private credit has a place. We show how the pieces fit so you can build wealth without leaning on a single asset class.
W2 earners
Physicians, attorneys, tech, finance. You already own public markets and want to add depreciation friendly passive income without becoming a landlord on the side. We cover how the K-1 and quarterly distributions actually work.
Busy professionals
Senior individual contributors and managers whose calendars are already full. Thirty minutes every other week is a manageable way to learn how private investments complement the portfolio you already hold, one topic at a time.
Founders & operators
Concentrated equity in your own business is a feature and a risk. Private real estate and private credit distributions sit outside your cap table and run on a different cycle than your operating income.
What's on the calendar.
Each session stands on its own. Pick the dates that fit, register once, and we will remind you before each one. The series runs through 2026 and topics may shift to follow what is moving in the market. We always read the room on the Q&A.
Jul
23
2026
Diversification
Build A Better Portfolio™: How Private Investments Complement Public Markets
Keep your stocks. See how private investments can sit alongside them and smooth out the ride.
Upcoming
Aug
06
2026
Asset Classes
Build A Better Portfolio™: Multifamily vs. Private Credit
Two private income engines, side by side. How each one works and where it fits.
Upcoming
Aug
20
2026
Risk
Build A Better Portfolio™: The Risk of Relying on One Asset Class
Concentration is the quiet risk. Why spreading across asset classes protects long-term wealth.
Upcoming
Sep
--
2026
Private Real Estate
Build A Better Portfolio™: What High-Income Earners Should Know About Private Real Estate
A plain-English guide to private real estate investing, how it works, and why many high-income professionals use it to diversify their portfolios.
Upcoming
Sep
--
2026
Passive Income
Build A Better Portfolio™: How to Think About Passive Income
What passive income really means, where it comes from, and how it can help build financial independence over time.
Upcoming
Oct
--
2026
Diversification
Build A Better Portfolio™: Diversification Beyond Wall Street
Explore investment opportunities beyond public markets and learn how broader diversification can strengthen long-term portfolios.
Upcoming
Oct
--
2026
Due Diligence
Build A Better Portfolio™: What Makes a Private Investment Worth Considering
Learn the key factors experienced investors evaluate before committing capital to a private investment opportunity.
Upcoming
Nov
--
2026
Cash Flow & Taxes
Build A Better Portfolio™: Cash Flow, Taxes, and Long-Term Wealth
See how cash flow and tax efficiency work together to support long-term wealth creation and portfolio resilience.
Upcoming
Nov
--
2026
Deal Analysis
Build A Better Portfolio™: How to Evaluate a Real Estate Investment Opportunity
Understand the numbers, risks, and questions to ask before deciding whether a real estate investment is right for your portfolio.
Upcoming
Dec
--
2026
Year in Review
Build A Better Portfolio™: Lessons From 2026
A look back at the year's biggest investing lessons and the principles that matter most for building lasting wealth.
Upcoming
Dec
--
2026
Portfolio Planning
Build A Better Portfolio™: Positioning Your Portfolio for 2027
Finish the year with a framework for reviewing your portfolio, setting priorities, and preparing for the opportunities ahead.
Upcoming
- (Exact biweekly Thursday dates for Sep–Dec confirmed by the team; holiday weeks are skipped.)
New topics are added as the series runs. Registered once already? You are on the list for all of these. Nothing more to do.
What you get from every session.
One idea, taught well
No firehose. Each session takes a single topic and explains it in plain English, so you leave understanding it, not just hearing it.
Live, unscripted Q&A
The part attendees rate highest. Bring your own situation and get a straight answer from the person who underwrites these deals for a living.
Current, not,
canned
We pull live market data into the relevant sessions, so what you hear reflects where rents, rates, and yields actually sit right now.
Replay and slides every time
Miss one? The recording and slides hit your inbox within 24 hours, so the series works even when your calendar does not.
Your Host
John Brackett
Founder and CEO, Fidelity Business Partners
Ten years in commercial banking, treasury management, and CRE finance before founding FBP. Carlsbad based, walks San Diego submarkets on foot, and uses the same frameworks on FBP's own balance sheet that he teaches in the series. He started Build A Better Portfolio™ for one reason. High income earners are told to pick a side, stocks or real estate, when the better answer is usually both. This is a standing place to learn how the pieces fit.
The questions we hear most.
Do I register for each session or just once?
Once. Your registration covers the whole series. We send a reminder with the Zoom link before each session, so you can choose which topics to attend without signing up again. The replay and slides go out after every session regardless.
Is this a pitch?
No. It is an education first series. We are not asking you to move out of public markets. The goal is to show how private investments can complement the portfolio you already hold. We reference the kinds of deals we underwrite because that keeps the lessons concrete. If you want to talk specifics after, you can book a 1:1 investor conversation with John. Specific offerings are made only through formal PPM and subscription documents to verified accredited investors.
Do I have to be accredited to attend?
Our offerings are restricted to accredited investors under SEC Reg D Rule 506(c), so we ask for accreditation status at registration. The sessions themselves are educational. If you are not yet accredited, we will still send you the replays and materials so you can learn the asset class.
What does it cost? What if I can't make it live?
Nothing. The series is free. The replay and slides go to every registrant within 24 hours of each session. The live Q&A is the most valuable part, so come live when the topic is right for you.
Can I suggest a topic?
Please do. The calendar is shaped by what registrants want covered and what is moving in the market. Reply to any reminder email with a topic or a question and we will work it into a future session.
How long is each session?
Thirty minutes. Roughly 20 minutes of teaching on the day’s topic, then about 10 minutes of open, unscripted Q&A. Short enough to fit a lunch break, focused enough to be worth it.
The next session is Thursday, July 23. Save your seat for the series.
- Live with John Brackett
- 30 minutes every other Thursday
- live Q&A every time
- accredited investors only
Fidelity Business Partners
1011 Union Street, 9th Floor, San Diego, CA 92101
Reg D Rule 506(c) · Accredited Investors Only
This material is for informational purposes only and does not constitute an offer to sell or a solicitation to buy any security. Any such offer is made only through formal offering documents (PPM, subscription agreement, operating agreement) and only to accredited investors as defined under Rule 501 of Regulation D. Past performance is not indicative of future results. Projected returns (including IRR and distribution targets) are illustrative, not guaranteed. Real estate investments involve risk, including the possible loss of principal. Consult your own tax, legal, and financial advisors before investing.
© 2026 Fidelity Business Partners. All rights reserved.
