Establishing a ’40 Act Alternative Fund
September 17-18, 2014 | New York, NY

What’s especially unique about this program is the design. On day one - Successfully Operating a ‘40 Act Alternative Fund – take a deep dive into what it takes to efficiently run a fund in this space. On day two - ‘40 Act Alternative Fund Growth Strategies –explore the overall marketplace and how to distribute your fund through various lucrative channels. Attend day one, day two, or for optimum value and substance attend both days!

**Mention Priority Code: FMP107 during registration for a 10% discount. For more information and to register, contact Kathie Eberhard at 704-341-2439 or 

Top Reasons to Attend

  • Gain useful tips on how to successfully distribute your fund in the retail market
  • Learn which products and strategies are truly having the most success in the liquid alternative space
  • Develop an effective and cost-efficient operational blue-print that will allow your fund to thrive
  • Position yourself for success by truly understanding key investor and platform selection criteria
  • Find out how performance is being measured in the liquid alt space
  • Evaluate the pros and the cons of sub-advising your strategies to other funds
  • Compare various distribution channels to understand what methods will work best for your fund’s strategies
  • Explore different fee and pricing structures
  • Asses the pros and cons of using a series trust
  • Understand the legal and regulatory ramifications
  • Expand your horizons by exploring the lucrative DCIO/401K space
  • Network with some of the industry’s top players and decision-makers who have found success with liquid alternatives