Raising capital is one thing — raising durable capital from investors who understand private credit risk is another. This Fund Forum session dives into where experienced fund managers are truly sourcing investors today, from family offices and RIAs to niche referral ecosystems.

Speakers will share what’s working, what’s burned time and money, and how positioning, track record storytelling, and structure affect investor quality. Expect candid talk about minimums, liquidity expectations, education gaps, and red flags managers now watch for before accepting capital.

This is about fit, alignment, and building a base that supports the fund through market cycles.

Key Takeaways

• Investor channels producing qualified, repeat LPs
• How to screen investors for long-term alignment
• Messaging that resonates with real estate debt investors
• Capital sources that often waste time or misalign expectations

Your subject matter experts:

• Moderator: Scott Ward, AAPL Education Committee
• Wes Carpenter, Stormfield Capital
• Bill Fairman, Carolina Capital