FinTech Discussion: Theme #3 Payments Mar4

Posted by & filed under Hedge Fund Marketing.

At the one-year mark of the Covid-19 outbreak in the US, digital payments seems to be one of the few beneficiaries of this global pandemic. For us, a recent Visa study crystalized the road to recovery. The survey found that 82% of SMB’s have adopted new digital technologies and more than half of consumers are using contactless payments

... Read more »

Selling Certainties for 2021 Jan20

Posted by & filed under Hedge Fund Marketing.

2020 was a roller coaster year on many levels, filled with trepidation and nervousness for the overall health of the economy, our government and healthcare responses to the pandemic, and a sense of unease about whether or not ‘normal’ will ever be achieved post-Covid. Many things have changed, some temporarily, some permanently, but when it comes to the investment community, some things, thankfully, stay essentially the same

... Read more »

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

... Read more »

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?

... Read more »

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

... Read more »