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JTC Helps U.S. Investment Firm Take Its Business Global Case Study

Boston / San Jose

Learn how one ambitious firm successfully opened its funds to European investors.

Broadening fund access to international investors is a goal of many U.S. investment firms. The potential rewards of a larger and more diverse investor base are obvious; however, the regulatory, cultural and technological challenges posed by such an expansion can be daunting.

In this short case study, we explore the approach that one JTC client took to fundraising abroad — setting up international “feeder” funds in Luxembourg, and building a solid reputation through a policy of ultimate transparency.

Topics discussed:

  • Choosing the right jurisdiction in which to domicile “feeder” funds
  • Navigating regulatory complexities
  • Earning European investors’ trust via transparency and oversight
  • The value of a local office abroad
  • Technology’s role in smooth fund operations
  • Avoiding common pitfalls

Thinking about taking your fundraising global? Fill out the form at right to read the case study, or contact us.

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