On Thursday, January 26, Grassi’s Fund Administration team hosted Dan Lancellotti and Paul LaBossiere, CFA from Cap Intro Solutions for a live discussion on how fund managers can build and execute a successful capital-raising effort. Topics included:
- 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
Moderated by John Zoraian, Fund Administration Principal at Grassi, this conversation touched on commonly overlooked marketing and sales topics that need to be addressed by managers who want to be successful in raising assets.
Listen to the session recording.