34th IBA Global Challenges and Opportunities for the Asset Management Industry Conference

8 Jun - 10 Jun 2025

Session information

Retailisation: Key developments and practical insights

Committee(s)

Asset Management and Investment Funds Committee (Lead)

Description

With multiple vehicles having been set up over the past few years, the trend known as “retailisation” is now well established and here to stay.  This panel will discuss recent developments and explore the opportunities and challenges managers face in structuring and distributing such products.

It will cover:

  • Recent trends in retailisation of private assets
  • Practical insights and structuring solutions
  • Operational challenges such as valuation and liquidity
  • Opportunities and challenges in the distribution

Session / Workshop Chair(s)

Fabrice Jean Christophe Remy Capital Group, Geneva, Switzerland

Speakers

Joel Grossmark Travers Smith, London, England
Giorgio Medda Azimut, Luxembourg CIty, Luxembourg
Neesa Patel Sood Simpson Thacher & Bartlett LLP, Washington, District of Columbia, USA