On-Demand

Our panelists Sylvie Gadant, Partner and Practice Leader, Citrin Cooperman, David Acharya, Managing Partner, Acharya Capital Partners, LLC, Curtis Glover, Senior Investment Advisor and Investment Committee Member, Grafine Partners, Dan Pogue, CFA, Vice President, Moelis Asset Management, Brad Vaiana, Co-Chair, Private Equity Practice, Winston & Strawn LLP, Nick Jean-Baptiste, Managing Partner, Jacmel Growth Partners will delve into the intricacies of successfully raising a fund, offering invaluable insights into strategies, legal considerations, engaging service providers, and cultivating investor relations. Whether you're a seasoned independent sponsor looking to make the leap or an emerging manager seeking guidance, this discussion promises to provide actionable advice and expert perspectives to navigate the transition effectively.

Key Topics Include:

• The journey from independent sponsorship to emerging manager status
• Strategies for successfully raising a first-time fund
• Legal considerations and compliance requirements
• Engaging service providers to support fund formation and operations
• Cultivating investor relations and securing commitments
• Evaluating the costs and benefits of funded and independent paths in independent sponsorship

Tune in to gain a comprehensive understanding of the transition process and equip yourself with the knowledge and strategies needed to thrive as an emerging manager in the competitive landscape of fund management.