Creating an Effective Capital Markets Team

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Creating an Effective Capital Markets Team

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The team that manages your broker-dealer and RIA relationships and drives sales is critical to success raising capital. There are numerous ways to structure that team. Host Heidi Wheatley is joined by Greg Mausz, Skyway Capital Markets, Sam Stubbert, Maverick Fund Solutions; and Bill Valone, TriNet for a conversation to help alternative investment sponsors be more effective in the private wealth (retail) channel.

The Retail Readiness™ Podcast provides educational discussions about raising capital in the retail channel and working with broker-dealers and RIAs. The content is not legal, investment, or regulatory advice.

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