CalALTs Webinar: Telling a Compelling Story to Raise AUM
Tell a Friend About This EventTell a Friend
CalALTs Webinar: Telling a Compelling Story to Raise AUM

When: Wednesday, October 16, 2019
12:00 PM
Where: Registration confirmation email includes webinar access instructions
United States
Contact: CalALTs

Online registration is closed.
« Go to Upcoming Event List  



Join us for this FREE webinar by CalALTs Best Practices Committee and Breakthrough Ventures.


Telling a compelling story to raise AUM


The market to raise money for alternative investment strategies is facing unprecedented competition. Both the liquid and illiquid sides of alternative investment funds are raising from the same sources. With a record number of funds and expanded access to fund raising platforms, raising money to manage is increasingly difficult. This webinar will cover: 

  • Identifying funding sources
  • What institutions are looking for
  • Preparing your pitch: what you need to emulate




Alison Gerlach

Alison Gerlach has over 20 years of experience as a serial entrepreneur, business executive, strategy consultant, and lecturer with expertise in building ventures. She has founded, built, and sold businesses in industries that include consumer goods, media, technology, and professional services. She is the host of the popular podcast, The Unapologetic Capitalist, which focuses on building value in ventures at any stage.

Ms. Gerlach earned an MBA from MITs Sloan School of Management. She earned her BA in economics and mathematics from Cornell University.


David Burnett

David Burnett is a seasoned senior executive with a passion for helping organizations build revenues. Mr. Burnett most recently was Chief Executive Officer of a leading fund administration firm. Prior to that role, he spent 5 years in London developing an international business from its origin to an industry leading business.

Mr. Burnett graduated with honors from the University of Chicago earning an MBA in analytic finance and economics and a BA in accounting and economics from Marquette University.


Available thanks to our generous sponsor: 


Latest News

CalALTs Partners

Membership Management Software Powered by YourMembership  ::  Legal