Providing advisors with your fund details is essential—but it’s often not enough on its own. In a crowded market, what often makes the difference is the extra value you bring to the table.
WEBINAR
Key Considerations to Launch and Successfully Raise Capital in an Interval or Tender Fund Structure
June 23, 2021 @ 2:00 pm - 3:00 pmOn Wednesday, June 23 Blue Vault hosted a panel webinar moderated by Matt Ebersbach, Vice President & Director – Strategic Relationship Management at SS&C; panel including John Feeley, Portfolio Consultant Director at FLX Distribution; Andy Davalla, Partner at Thompson Hine; and Randy Anderson, Ph.D., CRE Chief Executive Officer Griffin Capital…
Moderator/s: Matt Ebersbach
Panelist/s: John Feeley, Andy Davalla, Randy Anderson, Ph.D., CRE
On Wednesday, June 23 Blue Vault hosted a panel webinar moderated by Matt Ebersbach, Vice President & Director – Strategic Relationship Management at SS&C; panel including John Feeley, Portfolio Consultant Director at FLX Distribution; Andy Davalla, Partner at Thompson Hine; and Randy Anderson, Ph.D., CRE Chief Executive Officer Griffin Capital Asset Management Company. Launching a new product has multiple considerations; how to structure and operationally set up the fund to meet the investment objectives and distribution goals. This panel covers key considerations to position your vehicle for the best opportunity for capital raising success. Should it be an interval fund? Tender? Auction fund? Helping asset managers and advisors understand the advantages of each and which may work best for specific asset manager goals will be outcomes of this panel.
If you missed the webinar, watch it on demand by clicking the link below.
Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.
Featured Speakers
Recent
Blue Vault’s alternative investment data includes coverage of 50 active tender offer funds. Which tender offer fund had the highest capital raise based on the most recent filing?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
The Lowdown on UPREITs: Keeping Investment Property in Play
An UPREIT is a tax-advantaged investment structure that allows property owners to exchange their DST ownership into the operating partnership of a more diversified real estate investment trust.
ExchangeRight Launches New ER Share Subclasses for its Essential Income REIT
These subclasses are designed to increase accessibility through custodians and investment platforms while preserving the distinct benefits that make Class ER a compelling option for investors.
Most Popular
Blue Vault’s alternative investment data includes coverage of 78 active interval funds. Which interval fund has the highest distribution rate based on most recent filings?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Event Terms & Conditions
You are submitting your information to the event organizer who will use it to communicate with you about this event and its other services.
Blue Vault’s alternative investment data includes coverage of 16 active, open nontraded REITs. Which nontraded REIT had the highest capital raise in the first quarter of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Explore
Past Webinars
July 9 @ 2:00 pm - 3:00 pm
Legends Part Two: Senior Executives Break Down Alts Market for Advisors
Senior Executives Break Down Alts Market for Advisors Join Larry Goff, Jeff Schwaber, and Martel Day for a compelling conversation…
July 2 @ 1:00 pm - 2:00 pm
Fundamentals of Tax-Advantaged Real Estate Strategies: 721 & 1031 Exchanges (CE Credit Session)
This CE Credit session with Warren Thomas, Co-Founder and Managing Partner of ExchangeRight, will provide attendees with an understanding of…
June 24 @ 2:00 pm - 3:00 pm
Alternative Investments Due Diligence Experts
Demand for alternative investments continues to grow at an accelerated rate as both advisors and investors seek solutions to further…
June 18 @ 2:00 pm - 3:00 pm
Behind the V(ALT) Door
Watch Behind the V(ALT) Door, a deep dive into who Blue Vault is and how we empower wealth advisors with…
May 14 @ 2:00 pm - 3:00 pm
Legends of Distribution Discuss Alts Evolution: Part One
Watch Larry Goff, Jeff Schwaber, and Martel Day in this compelling conversation on the evolution of alternative investments over the…
