5 Phrases to Leave Behind in 2020 Nov20

Posted by & filed under Hedge Fund Marketing.

As we draw to the close of what can certainly be categorized an annus horribilis, there are several overused and tired phrases that need to be booted from our collective vocabulary in 2021. While sometimes the familiarity of hearing common language can foster a spirit of community, the gross overuse of such phrases can also contribute to ennui, a generalized overdose of word salad

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Capital Raising Tailwinds with Rule 506(c) Oct28

Posted by & filed under Capital Raising, Hedge Fund Marketing.

Developing new relationships and raising capital during this challenging environment for emerging managers has been facilitated by the confluence of regulatory modernization and technology adoption, providing tailwinds for those who choose to act. What are the regulatory trends and key changes facilitating capital formation for hedge funds and others in the alternative investment community?

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The Arc of the Ask Oct27

Posted by & filed under Hedge Fund Marketing.

With much active marketing and sales efforts on a long-term pause in 2020, I’ve had several conversations with managers looking to retool their sales story for 2021. Some are coming to market with a new investment product and some just want to expand their selling activities to a wider segment of the market, but all have the goal of coming up with a compelling reason for new investors to give their product a try

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Building Stronger Remote Relationships Aug5

Posted by & filed under Hedge Fund Marketing.

August is here, and we are still largely working remotely in the financial services industry. This separation from clients and prospects is particularly difficult to manage for those tasked with marketing, business development, and client relationships. There just isn’t an equivalent substitute for meeting and interacting in person for some of these functions, yet this is required for the majority of businesses in 2020 for the undetermined future. Some ideas to help mitigate the impersonal and isolated feeling that working remote can generate follow below

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