Retail Investors & Closed-Ended Funds: A Tactical Approach
Looking to tap into the growing pool of retail and individual investors?
Akin investment management partner Dennis Pereira discusses essential considerations for fund sponsors entering this area for the first time. Learn why platform agreements often take longer than anticipated, why direct capital commitments can be more cumbersome than you might expect, and what to expect in terms of increased investor queries over the life of the fund. The video below emphasizes the importance of proper timing and selecting a fund that has abundant legal and operational resources to ensure a seamless and positive experience for investors.
Authors
© 2024 Akin Gump Strauss Hauer & Feld LLP. All rights reserved. Attorney advertising. This document is distributed for informational use only; it does not constitute legal advice and should not be used as such. Prior results do not guarantee a similar outcome. Akin is the practicing name of Akin Gump LLP, a New York limited liability partnership authorized and regulated by the Solicitors Regulation Authority under number 267321. A list of the partners is available for inspection at Eighth Floor, Ten Bishops Square, London E1 6EG. For more information about Akin Gump LLP, Akin Gump Strauss Hauer & Feld LLP and other associated entities under which the Akin Gump network operates worldwide, please see our Legal Notices page.