From Concept to Capital: Fund Managers Share Their Story

We brought together active fund managers who have successfully launched with Verivest to share what the fund launch process actually looked like, from initial idea to execution and beyond. In this session, you’ll hear firsthand how long it really took to get off the ground, what motivated their decision to launch, and how reality compared to expectations. They also walk through: How they approached investor strategy and early fundraising conversations What surprised them most during formation, launch, and ongoing management What was harder (and easier) than anticipated How they handled administration, marketing, and operational setup The lessons they wish they knew before starting