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Strategic Due Diligence Considerations for Closed End Funds

Closed End Funds have evolved into a versatile solution for client portfolios. The structure of a closed end fund, however, only reveals some elementary considerations for inclusion in those portfolios.

This call focuses on expanding our collective due diligence capabilities by examining major differences between closed end fund structures. We examine different types of closed end funds and take a closer look at the assets inside the structure.

Listen to Webinar:


Topics will include:

  • Purpose of the Closed End Fund Structure
  • Asset classes that fit well in a Closed End Fund
  • The differences between a conventional Closed End Fund and a Closed End Interval Fund
  • How Closed End Funds access real estate
  • How Closed End Funds access private and public credit
  • Identifying appropriate portfolio uses


    • Panelists:

    Randy I. Anderson, Ph.D., CRE, Chief Economist | Griffin Capital Company, LLC
    Frank Muller, CEO and President | Provasi Capital Partners
    Drew Dornbusch, Director, Product Development | Colony Northstar Inc.

    Moderator:

    John Kearney, Managing Member | Snyder Kearney, LLC

    Date

    Nov 30 2023