The Pitch Book: Dead Or Alive? Aug21

Posted by & filed under Hedge Fund Marketing.

It used to be that if you asked most financial professionals what the single most important piece of sales collateral was, the answer would be the pitch book, of course. In the current era of tweets, email blasts, podcasts, and other media deliverables, has the old-fashioned deck of slides fallen by the wayside? I recently asked a number of financial colleagues from both the buy and sell sides to weigh in on this question. Their replies shed some interesting light on the topic

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I’m Out of Touch, And You’re Out of Your Head When I’m Not Around Aug17

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

It’s August. It’s slow. It’s what the Hitchhiker’s Guide to the Galaxy might have referred to as the “long dark teatime of the soul” when it comes to investment industry activity. The conference circuit is dead. Everyone is on vacation. There are practically tumbleweeds rolling through your office

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Is Your Team Emotionally Intelligent? What Investors Should Know. Aug17

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

Investors and investment management firms should place the same value on behaviors as they do on results. A company’s culture is its brand. As Brian Chesky, CEO of Airbnb explained, a company’s culture is the foundation for future innovation. An entrepreneur’s job is to build that foundation

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How Can Emerging Managers Better Align with Investors: A Strategic Comparison of Private Investment Fund Models Aug9

Posted by & filed under Hedge Fund Marketing, Legal.

Our law firm, Pepper Hamilton, regularly advises prospective private equity and hedge fund managers on the various legal structure options associated with launching a new private investment fund. In our experience, first-time fund managers often have preconceived notions of how their new fund should be structured and what economic and liquidity features, capital commitments, investment horizon and other terms the fund should have. Such preconceived notions, however, frequently evolve based on further exploration of the different fund structure options available and which structures better align with investor interests given the fund’s underlying investment strategy and return objectives

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Believe Your Eyes! Jul12

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

It’s simple human nature to believe more of what you see than what you hear. The human brain is wired to process visual information more easily than contextual words. According to a June 15 Washington Post article, ‘Charts Change Hearts And Minds Better Than Words Do,’ charts are a more effective visual than tables of text. Data, particularly complex or vast amounts of data, which is arranged in a graph or other summary picture, is better understood when translated into an optic

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