Launching and Distributing your Liquid Alternative Fund
03/04/2015 01:30 PM - 05:45 PM PT
San Francisco, CA

Join industry experts for an afternoon seminar on fund creation and raising assets. From structures to regulation to distribution, presenters will discuss key issues facing managers interested in launching a liquid alternative fund. An in-depth look at intermediary distribution channels will help increase the effectiveness of your sales effort.

AGENDA

1:30 pm     Registration & Networking
2:00 pm     Welcome & Introduction to Liquid Alternatives
2:30 pm     Benefits & Challenges of Registered Product Structures

  • Key attributes of various structures, including distribution opportunities, operating costs and regulatory implications

3:45 pm     An In-depth Look at Distribution

  • Alternative mutual funds: Is a series trust or stand-alone trust a better solution for your firm?
  • Achieving asset-raising success in the intermediary distribution channels
  • Alternative fund asset-growth projections

4:45 pm     Cocktail reception & Networking

Get answers to your questions from the following presenters:

  • Joel Anderson, VP Investor Services, Business Solutions, UMB Fund Services
  • Joshua Deringer, Partner, Drinker, Biddle & Realth LLP
  • Tony Fischer, President, UMB Fund Services
  • Douglas Hanson, Vice President Asset Management Client Solutions, Charles Schwab & Co.
  • Peter Moran, Managing Partner, Chief Executive Officer, Custom Institutional Fund Solutions

REGISTER NOW

Space is limited. Please register in advance at http://www.contactumbfs.com/sf

Attendees are responsible for their own travel and hotel accommodations.

 

Pre- and post-event meetings are available. Please contact:
Ralph Santoro

Senior Vice President of Business Development
UMB Fund Services
ralph.santoro@umb.com
816.674.9320

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