Institutional Strength | Boutique Service
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When:
January 28, 2022 @ 2:55 pm – 3:55 pm
2022-01-28T14:55:00-05:00
2022-01-28T15:55:00-05:00
Join the upcoming webinar “Interval Fund – Best Practices for a Successful Launch,” presented by XA Investments. Panelists Nick Darsch, Senior Vice President at Ultimus Fund Solutions, David Williams, Partner at Faegre Drinker, and Kimberly Flynn, Managing Director at XA Investments will share their insights and answer questions on the interval fund structure and launch process.
Discussion topics will include:
- What is an interval fund?
- How are interval funds different from listed CEFs?
- Advantages of interval funds
- Growth of the interval fund market
- Launching an interval fund
- Why interval funds fail/succeed
- Outlook on the interval fund market
Nick Darsch builds strategic relationships with investment advisers to help support product, operations and asset growth in registered and alternative fund structures including mutual funds, ETFs, CITs and interval/tender offer funds.
David Williams counsels investment advisers on the design and launch of closed-end interval and tender offer funds that enhance distribution channels for advisers.
Kimberly Flynn is a closed-end fund product development expert and has 20+ years of experience in the CEF and interval fund industry.
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DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Such information represents our current understanding of the described platforms and the costs associated with them. In many cases, such costs may be negotiable. All pricing and fee information is subject to change without notice.
