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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

CPE CREDITS
Program Description Alternative Investment Group Webinar Emerging Manager Series: Launching a New Fund in 2025

Important Notice Regarding CPE:

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1.0 CPE credits
Recommended Field of Study Specialized Knowledge
Prerequisites None
Program Level Overview
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

CBIZ, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. In accordance with the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour. National Registry of CPE Sponsors ID #: 105759
**CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., and independent CPA firm that provides audit, review and other attest services.