Commit to Quit Mar13

Posted by & filed under Hedge Fund Marketing, White Papers/ Thought Pieces.


What habit is as old as time itself? It has to be making all kinds of ‘do-better’ resolutions at the beginning of the year, only to see them falter before the birds start building their nests each spring.

NBC News ran an article online in January discussing this annual phenomenon, 2017 New Year’s Resolutions: The Most Popular and How To Stick to Them: “Research shows that only about 8% of people actually achieve their New Year’s goals”; said Dr. John Agwunobi, chief health and nutrition officer for Herbalife. “After the holiday tradition of over-indulgence, we set out to rid our cabinets of junk food, hit the gym and start fresh, but some people tackle the problem too aggressively, with overly restrictive diets, or exercise regimes that they can’t commit to, and soon give up their efforts.”

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Change Management For Fund Managers Feb13

Posted by & filed under Hedge Fund Marketing, Marketing Tips, White Papers/ Thought Pieces.

White collar workers going down office corridor during working day

Looking to the past as a way to gauge the likely direction of the future is a popular exercise in the first quarter of every year. It’s a natural desire for people to want to improve on their personal and professional lives; taking stock of where they are, making changes where needed, and reinforcing good habits. Alternatives managers are no different, and despite some opposing opinions, are people too

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Smile, You Are on Camera: Video Advice for Newbies Nov4

Posted by & filed under Hedge Fund Marketing, Marketing Tips, Video.


After arranging and coaching speakers for numerous short videos filmed by Asset TV during two recent Hedge Fund industry conferences – Hedgeopolis in New York and Global Fund Forum in Bermuda – I wanted to share a variety of takeaways including media advice a/k/a speaking tips for newbies. Many of these short videos by industry professionals representing hedge fund managers, allocators, service providers and regulators reflected first time experiences on camera and were unplanned or scheduled on extremely short notice including hours or even minutes in advance. Overall, the presenters stepped up to the challenge remarkably well, especially with very condensed or no media coaching. Whether you are considering this type of opportunity for the first time, planning further videos or completely frightened of the camera lights, my observations and advice are designed to provide useful tips and help you avoid common traps

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Attack Marketing Using the Rule of 150 Sep16

Posted by & filed under Hedge Fund Marketing, White Papers/ Thought Pieces.

150 from the air

The Rule of 150, first posited in the 1990s by British anthropologist Robin Dunbar, refers to the maximum number of people with whom any person can build meaningful relationships. While there appears to be a spirited debate over the actual figure (100? 150? 250?), the general assumption that humans maintain closer relationships within small groupings seems to have some historical merit. In military leadership dating back as far as the Roman centurions, history has borne out that, once the number of 150 is exceeded, it’s nearly impossible for individuals to form strong enough interpersonal bonds to work well together

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Track Record Investing Sep2

Posted by & filed under Hedge Fund Marketing, Hedge Fund Performance, White Papers/ Thought Pieces.


As the splashy spectacle that was the Rio Olympics slowly recedes into memory, the event can be looked at through an analytic lens. The BBC published a fascinating article: Why do swimmers break more records than runners? And who knew this was even the case?! Those who are schooled in analysis (that includes you, discerning reader!) may ask: what are the conditions that propel this phenomenon of outperformance? It turns out, that there are four factors, three of which are

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