LP on a Shelf Dec19

Posted by & filed under Marketing Tips, Video.

A new holiday fad for fund managers of all ages and denominations! LP On A Shelf (or ELP on a Shelf, as I call him) knows when you’ve been spending too much time at conferences, when you’re creating pitch books that are too long, or when you’re not hiring critical personnel (or skill sets) and will tell Santa not to offer you an allocation in the New Year

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An Animated Guide to Financial Twitter Nov8

Posted by & filed under Marketing Tips, Video.

Have you been thinking about joining Twitter to expand your investor and investment professional network? Have you been lamenting your lack of Financial Twitter (“FinTwit”) savvy? Are you hoping to take a break from reading incendiary political Tweets to actually put Twitter to use for brand building and marketing purposes?

Well, here’s your chance to learn all you need to know to get started and make the most of Twitter. Take my tour of the FinTwit campus and come on in…the water’s fine

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Sustainable Finance Report: U.S. Flood Risks + Rewards Oct19

Posted by & filed under Events, Video.

In lieu of federal action, the disclosure of climate-related risks has become the subject of broad and current interest within the ESG investment community due to state and international actions. The U.S. Government Accountability Office (GAO), a federal agency that provides non-partisan investigative audits for Congress, recently conducted an analysis of the SEC’s current role in climate-related financial disclosure.  In this study, GAO found that there was significant ambiguity in federal guidance and limited federal guidance on climate-related risk disclosure

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