Webinar: Bridging The Gap – Why Institutional Firms Are Struggling in Retail
Sponsor: 1776ing & Vistra
Event Name: Bridging The Gap: Why Institutional Firms Are Struggling in Retail
Host: 1776ing (hosted via Zoom)
Date: June 12th, 2025
Time of Event: 2:00 PM (EST)
Event Type: Virtual
Description of Event:
Retail may be the future of Alternatives—but most institutional firms aren’t set up to succeed in it.
As demand from retail investors and advisors accelerates, many institutional shops are realizing that their traditional workflows, fund structures, and compliance models weren’t designed for this channel.
Join Vistra Fund Solutions & 1776ing for a candid and practical discussion on what it takes to build a scalable, compliant, and advisor-ready retail offering.
In this session, you’ll learn:
- The hidden pitfalls that derail institutional firms entering retail.
- Why institutional-grade doesn’t mean retail-compatible, and what to do about it.
- What a retail-native infrastructure looks like, from onboarding to fund administration.
Real-world insights from firms that successfully operate in the space.
This webinar is designed for:
CFOs, COOs, and operations professionals at firms managing or launching Alternative investment offerings in the retail space.
Reserve your seat now and get ahead of the curve in retail Alternatives.
Speakers:
- Sean O’Toole, CEO | 1776ing
- Matt Podolsky, Vice President | Vistra Fund Solutions
- Zane Doyle, Head of Operations | Vistra Fund Solutions
- Chuck Youngman, COO | 1776ing
Event Webpage/Registration info: Register Here
