Fund Managers: Learn How to Execute Capital-Raising Effort

On Thursday, January 26, join Grassi’s Fund Administration team as we host experts from Cap Intro Solutions for a live discussion on how fund managers can build and execute a successful capital-raising effort. Topics will include:

  • Business considerations, such as analyzing and addressing the target market, business plans and budgeting, and infrastructure to impress
  • Relevance and production cycle of collateral materials
  • Understanding and maintaining investor interest

Featured guest speakers are Dan Lancellotti and Paul LaBossiere, CFA from Cap Intro Solutions. Moderated by John Zoraian, Fund Administration Principal at Grassi, this conversation will touch on commonly overlooked marketing and sales topics that need to be addressed by managers who want to be successful in raising assets.

With the upcoming iConnections conference in Miami next month, this is a great time to join us for a discussion on how to prepare for speaking with investors.

Register now.