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Video: Raising Capital from Retail Investors

The retail investment sector is an increasingly popular target for investment sponsors, big and small. How do sponsors access the retail channel and tap into the broad population of mass affluent individual investors?

Greg Mausz, chief operating officer of Preferred Capital Securities, sat down with The DI Wire’s publisher, Damon Elder, to discuss in the latest video from ADISA’s Focus on Alternatives, an educational series that covers key topics in alternative investing.

Mausz and Elder discuss how sponsors of non-traded direct investment offerings can market and sell their products through the retail channel and target the growing number of mass affluent accredited investors and retirees.