At the end of 2020, there was over $24 trillion of wealth held by US high net worth individuals. Financial advisers require increasing access to retail products to simultaneously meet their clients' growing demand for alternative investments, such as private equity and private credit, and deploy this wealth. Similarly, asset managers continue to seek ways to expand their platforms, diversify their investor base and increase "permanent capital." Please join us for an in-depth discussion of the expansion of the use of registered funds—including funds of funds, interval funds and tender offer funds—as well as BDCs in pursuit of those goals. We also will cover differences in distribution strategies for retail products and key regulatory considerations when adding these products to platforms, including how the SEC continues to assess this segment of the market.   

Topics:

• Retail Investors: Who They Are and Why They Matter
• Regulatory Considerations: SEC Views on Retail Access to Private Markets
• Funds of Funds and the Rise of Direct Investments in Private Equity Offerings
• Interval Funds and Tender Offer Funds: Which One May Be Rright for You
• Use and Evolution of BDCs for Credit/Direct Lending Sponsors
• Distribution Approaches: Technology Platforms and Feeder Arrangements
• Platform Expansion: M&A and Managing Conflicts

Wednesday, December 8, 2021
11:00 a.m. - 12:00 p.m. ET

About the Event

This week long event brings together preeminent partners from across our Investment Management practices to examine the most pressing developments affecting private funds. Our speakers will visit developments over the past year, the latest trends in the industry, opportunities to expand and preserve equity, as well as other considerations that private funds should consider as they position themselves for what’s to come in 2022. The Conference offers attendees an engaging virtual experience through an array of topical sessions spread out over the week of December 6^th.

Funds in Focus is an invitation-only event. Please reach out to your Proskauer partner or Proskauer_events@proskauer.com if you are interested in attending. Please note that this event is closed to the media.