Description
Audiotape of September 22, 2016 afternoon seminar on early-stage investing.
Investors (family offices, seeders, funds of funds etc) share what they are looking for in emerging managers in today’s environment including:
- performance
- strategies
- infrastructure
- asset size
- financial controls, reporting practices
- terms
- structures
The seminar explores:
- how the current environment is affecting launches, seed capital and early stage investment deals
- current SEC and CFTC regulatory initiatives, hot button compliance issues.
- effective marketing approaches
- investor war stories
Speakers: (in order by speaker’s last name)
Wendy Craft, Favara Family Office
Hugh Lamle, MD Sass Investor Services Inc
Irwin Latner, Pepper Hamilton LLP
John Sinclair, Infusion Global
Lois Peltz, Peltz International (Moderator)