The webinar featured discussion surrounding these topics:

• Investor expectation on fees
• Difference in targeting HNWs / Family Offices vs institutions
• Strategies for success – who is buying what?
• Early stage investors – seeding terms and founder classes
• Effective outsourcing

Panelists

• John D’Agostino – DMS Governance
• Chris Riccardi – Seward & Kissel
• Frank Napolitani – Eisner Amper
• Liz Weikes – J.P. Morgan Securities