As 2022 comes to an end, it’s natural to reflect back on the current year and take inventory of what went well, what went wrong, and more importantly, what never happened. People tend to begin a new year with great hopes and expectations of how we will hone our skills, improve our professional and personal lives, and generally do better than we did in the year just passed
... Read more »
A great story is hugely instrumental to selling your value to investors. Managers who are superior in skill set when it pertains to actual investing often find themselves struggling to convey that expertise to potential partners in a way that yields the same positive results they are used to getting. The reason? Spinning a good story takes a different talent
... Read more »
A useful checklist to get refocused on the customer
... Read more »
Ten years ago, I conducted an impromptu survey of professionals throughout the alternative asset community to find out what really impacts the ability of all constituents, regardless of provider or investment stance, to form meaningful relationships. As I’d said then, alternative products are sold through relational marketing that takes place over time. Alternatives are bought by professional investors (institutions) and sophisticated individuals (family offices, high net worth people) as a means of capturing upside gain and minimizing downside risks across an overall portfolio of holdings. Always has been, and likely always will be
... Read more »
For some time now, people have been moving towards wanting to have memorable experiences, not just buying and owning things. The website Luxurytraveladvisor.com published some data on this trend: According to a study conducted by Expedia and the Center for Generational Kinetics, 74% of Americans now prioritize experiences over products or things. “Baby Boomers (born 1946-64) are entering a stage where ‘less is more,’ while younger generations, particularly Millennials (defined as those born from 1977-95), are leading the charge in placing a newfound value on experiences, more than things
... Read more »
