Events

Join our expert panel for a timely discussion of the current landscape of retail alternative investment fund structures that provide access to private markets. We will explore the latest developments in:

• Listed and unlisted business development companies (BDCs), including the growing role of private credit strategies in retail accessible vehicles.
• Tender offer and interval funds, which continue to gain traction as semi liquid solutions for individual investors.
• Evergreen private funds and hybrid structures, used by sponsors to broaden distribution and manage liquidity.
• Collective investment trusts.

The session will also examine how recent regulatory changes from the SEC and DOL to modernize registered fund regulation are impacting alternative investment products, while maintaining a strong focus on investor protection and transparency. Understand potential SEC examination and investor and other fiduciary diligence expectations.

Panelists: 

• Sara Crovitz, Partner, Stradley Ronon
• Nicole Simon, Partner, Stradley Ronon
• Monique Botkin, Associate General Counsel, IAA