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Closed End Funds – Strategy vs. Structure

Closed End Funds provide investors with a unique vehicle to access portfolio enhancing, non-correlated assets. The breadth of assets available inside of the closed end fund, however, require flexible yet robust due diligence. In this call, we will move beyond the structure of closed end funds. By focusing on the strategies that are being deployed we aim to enhance the due diligence pursuits of broker-dealers and advisors.

Topics included:
– Varying strategies of closed end funds
– Portfolio construction of closed end funds
– Liquidity considerations based on the strategy
– Regulatory influence on products
– Due diligence adjustments

Featured Speakers
Ramin Kamfer, Founder & CEO | Bluerock Real Estate
Frank Muller, President & CEO | Provasi Capital Partners

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Date

Apr 16 2024