Skip to main content

Asset Raising For Emerging Managers

Workshop Agenda

 

0800 - 0830: REGISTRATION & BREAKFAST

 

0830 - 0845: INTRODUCTORY REMARKS

 

0845 - 1000: SESSION 1: Resetting Your Thinking / Creating Your Needed Beyond-The-Numbers Content

Insights and tips for marketing to sophisticated investors and running a stronger asset raising effort

 

1000 - 1015: SESSION 2: Panel - Common Compliance Mistakes To Avoid In Your IR And Marketing Materials

Moderator: Bruce Frumerman, Frumerman & Nemeth

Panelist: TBD

 

1015 - 1030: SESSION 3: Panel - Marketing Your Business Plan

Moderator: Bruce Frumerman, Frumerman & Nemeth

Panelist: RSM

 

1030 - 1050: BREAK

 

1050 - 1145: SESSION 4: Applying What You Created

Beyond the one-on-one selling efforts

 

1145 - 1200: ATTENDEE Q&A

 

1200: CLOSE