The Reality of Institutional Fundraising: A Playbook for CCOs & CFOs
Standish, Akerman, and Channel Diligence are pleased to invite you to an upcoming in-person panel discussion focused on the realities of institutional fundraising and the legal, compliance, and operational infrastructure increasingly expected by institutional investors. A networking reception will be held immediately following the presentation. This session will not be recorded.
Please Register if you are able to attend in person.
The discussion will cover:
- How the current fundraising environment is reshaping LP and consultant expectations
- What institutional investors and operational due diligence teams are focusing on during manager reviews
- Common gaps between a manager's marketed platform and its actual compliance and operational infrastructure
- Key operational, compliance, governance, and vendor oversight issues drawing scrutiny in investor diligence and SEC examinations
- Practical steps to institutionalize your platform and prepare for a successful institutional fundraise
Speakers
Wendy Beer, Principal, Channel Diligence / Capital Cayman
Stephanie Sirois, Principal, Channel Diligence
Chris Mendez, Partner, Akerman, LLP
Nicole De La Roca, Managing Director, Standish Compliance
Shay Caufield, Managing Director, Standish Management (Fund Admin)



