Raise Strategies

Develop target list of advisors with signed firms that do alternative investment business from our extensive current database

Develop email campaign targeting advisers

Develop webinar series to advisers for training, education and updates

Determine key conferences to attend i.e. ADISA, BD national and top producer conferences, Family Office, and RIA conferences etc.

Set up due diligence meetings with property visits

Maximize agenda with key sponsor presentations
Coordinate travel for advisors

Develop travel rotations for 1 on 1 rep meetings, group lunch and learn meetings, regional BD training meetings

Interview and engage law firm with industry experience

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