08 Mar

Fundraising 2.0: Of private wealth and family offices

Private wealth platforms and family offices represent a fast-growing and increasingly popular capital source for alternative investment managers. For private equity firms, advisors, and intermediaries, marketing is educational as well as product driven. Working with high-net-worth investors also requires refined approaches in areas like reporting, fees, financial modelling, and co-investment. Our panel of wealth managers and family offices explores how these efforts are paying off and considers the long-term implications of democratising access to alternatives.

  • Which sectors and strategies get the most traction with these investors?
  • Are semi-liquid products the best way to reach the mass affluent?
  • Have structural questions around capital calls and reporting been addressed?
  • How should GPs go about engaging family offices on opportunities?
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  • Speakers keyboard_arrow_down
    Edwin Chan Managing Director, Head of Client Solutions, Asia iCAPITAL Bio
    Kathryn Young Head of Investments CAMBOOYA PTY LTD Bio
    Martin Randall Head of Alternatives LGT CRESTONE Bio
    Paul Heath Founding Partner and Chief Executive Officer KODA CAPITAL Bio
    Leila Lee Head of Distribution SQUARE PEG CAPITAL Bio