Access to Private Market Investments for Retail Investors: What You Need to Know

June 03, 2025 from 2:00 PM to 3:00 PM (ET)

Interest in access to private market investments continues to grow. Advisers and investors are seeking opportunities in alternative private market investments, including private equity, private credit, infrastructure, and real estate asset classes. Hear from our expert panel on current private and public investment fund structures offering access to these markets, including listed and unlisted business development companies, tender offer and interval funds, evergreen private funds, and more. Learn how recent and potential regulatory changes to registered fund regulation may spur future growth for alternative investment products while continuing to focus on investor protection.

Continuing Education

IACCP: This webinar is eligible for one hour of Investment Adviser Certified Compliance Professional® (IACCP®) continuing education credit. IACCP designees have primary responsibility for reporting continuing education activities by the reporting period deadline. The IACCP program is co-sponsored by the Investment Adviser Association and COMPLY. For more information, please contact nrstraining@comply.com.

CLE: The IAA will apply for CLE accreditation in the following states: California, Illinois, Pennsylvania, and Texas.

New York: Under New York’s Approved Jurisdiction policy, New York attorneys may claim credit earned through participation in out-of-state courses accredited by a New York Approved Jurisdiction. More information is available on the New York State Bar website. Illinois and Nebraska are considered approved jurisdictions.

If you have questions about this webinar or need help registering, please contact Mary Kanda at mary.kanda@investmentadviser.org.

Webinar Speakers

Justin L. Browder is a partner at Simpson Thacher & Bartlett LLP, where he counsels investment advisers and funds on all aspects of the federal securities laws. He has substantial experience advising private fund sponsors on a variety of operational, transactional, and adversarial matters and representing asset managers and funds in examination and enforcement proceedings. Additionally, Browder advises on mergers, acquisitions, and spin-outs of asset management businesses and is a recognized practitioner in the area of digital assets. Previously, he served as assistant general counsel at an alternative asset management firm in New York. He is recognized as a leading lawyer in Chambers USA, Chambers Global and Chambers FinTech Legal: Blockchain & Cryptocurrencies.

Rajib Chanda heads Simpson Thacher’s Registered Funds practice and is co-managing partner of its Washington, D.C. office. Chanda has helped asset management firms design, develop, and structure investment products that have been publicly referred to as “revolutionary,” “category-killing,” and “the fund innovation of the year,” and has been called a “trailblazer” by the American Lawyer for his contributions to the democratization of private markets investments. He also advises firms on M&A transactions in the asset management industry (acquisitions, minority investments and JVs). Chanda regularly represents the leading asset management firms in the world, including Blackstone, KKR, Apollo, BlackRock, JPMorgan, Carlyle, EQT, Vista, and TPG, among many others.

Anne C. Choe is a partner in Simpson Thacher & Bartlett LLP’s Registered Funds and Funds Regulatory and Investigations Practices. She represents investment managers, registered funds, and private funds on a broad range of regulatory and transactional matters. Her experience covers a variety of fund structures, including exchange-traded funds, mutual funds, and private funds and she also regularly counsels family offices and independent boards. Choe has in-depth knowledge of the various securities and other laws applicable to investment managers and funds, including the Investment Company Act of 1940 and the Investment Advisers Act of 1940. She also has deep experience representing investment advisers and funds in SEC examination and enforcement matters.

Monique S. Botkin is associate general counsel of the IAA. Prior to joining the IAA in 2004, she was an associate in the financial services groups at Dechert LLP in Newport Beach, California, and Alston & Bird LLP in Washington, DC. While in private practice, Botkin represented investment advisers, registered investment companies, private funds, and broker-dealers in corporate, securities and investment management matters. Botkin also served as an attorney in the SEC’s Division of Investment Management disclosure review office from 2013 to 2014. She earned her B.A. in government and politics from the University of Maryland at College Park and her J.D., cum laude, from Southwestern University School of Law in Los Angeles, where she was an editor of the Law Review.

You are now leaving Investment Adviser Association

The IAA provides links to web sites of other organizations in order to provide visitors with certain information. A link does not constitute an endorsement of content, viewpoint, policies, products or services of that web site. Once you link to another web site not maintained by the IAA, you are subject to the terms and conditions of that web site, including but not limited to its privacy policy.

You will be redirected to

Click the link above to continue or CANCEL