NYC Roundtables: Taking Your Strategies Beyond the US

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Attendance is complimentary and subject to host approval.

Three perspectives from industry experts

How Do You Start Raising Capital in Europe?

Hosted by Zeidler Group

You see an opportunity to grow AUM internationally. What’s the most efficient route to market? Explore how US managers can access European investors, test demand and build a distribution strategy without unnecessary cost or regulatory complexity.

Topics include:

• Routes to European investors
• Where and how to test demand
• When a US fund is sufficient and when an EU vehicle makes sense
• Managing cross-border legal and compliance costs

What Changes When Your Investor Base Becomes International?

Hosted by Record Currency Management

As your investor base expands internationally, FX becomes part of the equation. Explore how to approach currency efficiently, what European investors may expect and how to manage FX without adding unnecessary operational burden.

Topics include:

• When FX becomes relevant
• What European investors expect
• Managing FX efficiently and transparently
• Keeping the burden away from your investment team

When Does a European Fund Vehicle Make Sense?

Hosted by ONE group

As European demand develops, when does local infrastructure make sense? Discuss what you actually need to operate in Europe, what can be outsourced and how to build a presence that can scale without creating an expensive European back office.

Topics include:

• When an EU vehicle makes commercial sense
• What infrastructure you actually need
• What can be outsourced
• Building a cost-efficient model that scales
• What’s in vogue: Private Credit, Evergreen (ELTIF & Part II), Active ETFs