MMI Webinar: Interval Funds: If You Build It, Will They Come?
September 25, 2024
12:00 PM ET
Complimentary admission
Open to MMI Members
Press Excluded
2024 MMI Webinar: Interval Funds: If You Build it, Will They Come? is submitted for 1 hour of CE credit toward CIMA®, CPWA®, CIMC®, and RMA® certifications through Investments & Wealth Institute
Email cecredits@mminst.org to obtain the program code.
Overview
Sponsored by the MMI Alternative Investments Community
Join us on Wednesday, September 25th as we take a 360 degree look at all aspects of what it takes to launch, manage and grow interval funds.
Interval funds are an increasingly popular product structure to deliver alternatives to the HNW market. In fact, based on a study by Cerulli, Alternative Managers indicate that interval funds represent the largest upcoming opportunity at 76%. It is the only investment vehicle whereby no manager views it as a small or limited opportunity.
Our panel of experts will broadly cover the life cycle of interval funds from ideation to post sales including conception, design, product development, administration, management, marketing, distribution and servicing and what it takes to achieve commercial success.
Moderator
Bill Golden
Managing Director
Head of Product Solutions
Voya
Panelists
Kimberly Flynn
President
XA Investments
Jack O’Brien
Partner
Morgan Lewis
Ryan Robertson
Managing Director
Co-Head of Distribution
FS Investments
Contact
