Find us online: https://altfunds.io/
Email us with topic ideas: info@altfunds.io
Spotify: https://bit.ly/4afXcan
Apple Podcast: https://apple.co/4akXAUS
👇 Click Below to be a guest on our video podcast: 👇
https://bit.ly/46X7cSQ
Connect with Nicole Belmont:
Company Website: https://farhills.com/
Timestamps:
00:00 Introduction and Guest Background
01:14 Role and Function of a Placement Agent
01:44 Differences Between Placement Agents and CAP Intro Services
03:27 Types of Funds Using Placement Agents
04:57 Preparing Fund Managers for Investor Meetings
09:17 Fundraising Environment and Market Trends
13:12 Challenges and Strategies for Fund Managers
21:18 Investor Expectations and Fee Structures
28:43 Exploring Due Diligence in Fund Onboarding
30:03 Operational and Compliance Checks
31:27 Red Flags and Transparency
33:25 Investor Due Diligence and Industry Events
34:19 Maximizing Event Participation
36:08 Coaching Fund Managers for Success
38:22 Choosing the Right Placement Agent
44:37 Cold Outreach and Social Media Strategies
46:10 Current Favorable Investment Strategies
47:35 Building Long-Term Investor Relationships
51:15 Final Thoughts and Contact Information
Disclaimer:
Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
