Navigating Retail Access: Interval Funds, BDCs & the Evolving Alternatives Landscape

Join Kelley Howes and Derek Steingarten, co-chairs of MoFo’s Investment Management practice and the firm’s Securities and Derivatives Regulatory Solutions Group for a webinar exploring how Interval Funds, BDCs, and other alternative products are reshaping the way sponsors access retail capital. With rapid growth in new product launches and expanding receptivity across the wealth management ecosystem, now is a pivotal moment to understand how to position these vehicles for maximum visibility and distribution.

We’ll break down the latest trends driving adviser demand, the strategic considerations behind product design, and the regulatory developments that every sponsor should consider.

In this webinar, we’ll cover:

1. Product: Structure & Strategy

• Key differences among interval funds, BDCs, tender-offer funds, and other alternative structures.
• Why these structures continue to gain momentum—and what sponsors and investors are looking for.

2. Distribution: Opportunities & Challenges

• How sponsors are successfully penetrating the wealth management channel.
• What’s driving RIA and other adviser interest and how to meet it.

3. Regulatory: Changes on the Horizon

• The regulatory developments you need to be aware of to stay current.