Project Management for New Investment Funds
- Advising and managing the design and establishment of investment funds
- Advising on selection of investment bank, administrators, lawyers, regulators, listing, SPV location, etc.
- Advising on and coordinating the design and structure of the fund
- Identifying key selling points and marketing strategy
- Coaching the manager on presentation skills and responses to investor questions
- Assisting with marketing materials, rating agency presentations, procedure manuals, etc.
- Managing the deal through to execution
Our experience with B&B has been characterized by its high level of professionalism, its depth and breath of expertise, and its flexibility. We find B&B's team to be the best kept secret in the industry. Ultimately, what we find to be the key differentiator between B&B and the rest is the ease with which they can shed light on complex topics, by being able explain abstract concepts in plain English. They are always willing to adapt to the client's needs, even when it means making last minute changes.