Launching a new investment fund requires careful planning across legal, compliance, operational, and governance functions. Small oversights early in the process can lead to delays, increased costs, or regulatory challenges later. Whether you’re launching your first fund or expanding an existing platform, understanding common pitfalls can help you build a stronger foundation for success.
Join professionals from ACA Group, Goodwin Law, and Cohen & Co. for a practical discussion on the challenges investment managers frequently encounter when bringing a new fund to market. Drawing on their experience advising fund managers throughout the launch process, the panel will share actionable insights to help you navigate key decisions, coordinate with service providers, and prepare for a successful launch.
Discussion Topics
- Avoiding common legal and fund formation missteps
- Building a compliance program that supports launch readiness
- Preparing operational infrastructure and selecting key service providers
- Understanding regulatory considerations before fundraising begins
- Positioning the fund for long-term success
Speakers
- Danielle Joseph, Partner, ACA Group
- Brynn Peltz, Partner, Goodwin Law
- Marc Salter, Managing Director, ACA Group
- Andy Palko, Partner, Cohen & Co.