Launching a new fund is both an exciting and complex journey. Join our panel of seasoned experts as they share practical insights, legal considerations, and operational and technology strategies for fund managers preparing to launch in 2025.
Speakers
Moderator:
- Salman Ali, CBIZ, Alternative Investment Group Regional Leader, West
Panelists:
- Kevin Cott, Founder, Cott Law Group
- Derek Shanahan, Strategic Partnerships Director, Juniper Square
- Greg Brushett, Partner, New Age Alpha
- Robert Klein, Director of Customer Success, Oro Advisors
Course Objectives
After completing this course, you will be able to:
- Identify key considerations and trends impacting new funds in 2025
- Recognize legal, operational and compliance factors relevant to emerging managers
- Discuss strategies for investor relations and effective fundraising
- Outline next steps funding managers should consider when preparing for launch