Private Markets and the Retail Wealth Channel: A New Frontier for Capital Formation
Capital formation in private markets is changing. Slower liquidity, tougher fundraising, and LP fatigue are pushing managers to look beyond traditional institutional channels.
During our webinar and Q&A session, Vincent Rupp and Jackson Burns from Vistra Fund Solutions, Heather Wyckoff from Alston & Bird, and Terrence McCarthy from CAIS Advisors had a concise discussion on how managers are approaching the retail wealth, HNW, and RIA channels.
Key Topics Covered:
- Why semi-liquid structures are gaining traction
- How tender offer funds, non-traded BDCs, and evergreen vehicles differ
- Liquidity, valuation, and operational realities managers need to understand
- What it takes to distribute and scale through wealth platforms
If you’re considering a broader fundraising approach beyond institutional capital, our team would be happy to connect:
Meet with Vistra Fund Solutions
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