Successful
Capital
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
