As part of its long-term strategic plan, should CBS Partners launch retail evergreen vehicles – open-ended funds designed for high-net-worth individuals and retail channels - in an effort to boost fundraising and grow the firm?
As part of its long-term strategic plan, should CBS Partners launch retail evergreen vehicles – open-ended funds designed for high-net-worth individuals and retail channels - in an effort to boost fundraising and grow the firm?
CBS Partners is preparing a long-term strategic plan to address upcoming senior leadership transitions, a drop in fundraising momentum, and recent regulatory and market shifts. In this case, students explore the benefits and challenges of an evergreen vehicle and examine how firms including Partners Group, KKR, and Carlyle, approached the opportunity from a strategic, product design, and operations perspective.
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