JF 4015: Investor Comms, Liquidity Terms and Customizable Funds ft. Gene Trowbridge
The Best Ever CRE Show · Joe Fairless
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Show Notes
On this week’s episode of Unlimited Capital, Richard McGirr interviews Gene Trowbridge. They unpack how fund-of-funds legally solve the age-old capital-raising problem while navigating broker-dealer rules, why co-GPs rarely fix compensation issues, and what sponsors should demand from FOF managers. Gene deciphers 506C vs 506B offerings, the importance of disclosure, side-letter transparency, and third-party accreditation. They also explore investor relations dynamics, skin-in-the-game structures, and customizable funds—all while watching for potential SEC finder-definition shifts.
Gene Trowbridge
Current role: Founding Partner, Trowbridge Nieh LLP
Based in: Lake Forest, California
Say hi to them at: https://tnllp.com/ | YouTube | LinkedIn
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