Matt Faircloth speaks with Mark Halpern, a seasoned passive investor in syndication deals. Mark emphasizes the need for syndicators to present clear, concise information to limited partners (LPs) through a one-pager, covering key details like the project name, asset class, equity split, and target returns. He stresses respecting LPs' time, focusing on transparency, and providing investor-centric communication. Mark also shares advice on networking effectively, prospecting at investor conferences, and conducting thorough due diligence, highlighting the importance of clarity, realistic projections, and efficient deal presentations.
Sponsors: