The Investor Relations Podcast

Why Are RIAs Attractive for Fund Managers Seeking Capital?

Joshua Wilson

Discover why RIAs are becoming the go-to choice for fund managers seeking flexible capital! From understanding the entrepreneurial mindset to navigating substantial liquidity events, RIAs, private wealth managers, and family offices offer unique advantages in the investment landscape.

Join Brian McKelvey as he delves into the benefits of targeting the RIA sector, exploring how this focus can enhance capital raising strategies and forge strong connections with like-minded professionals. Don't miss this insightful discussion on leveraging RIAs for dynamic capital solutions! 

#InvestmentInsights #RIAs #CapitalRaising


Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners should consult their own legal counsel, compliance teams, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.

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