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 »
The last quarter push to the November elections is fully upon us and, while the market seems to be holding at robust levels of participation, it’s clear that all sides of the financial and political community are waiting for the eventual party outcome to be determined in order to plan and execute business with a long-term perspective
... Read more »
August is here, and we are still largely working remotely in the financial services industry. This separation from clients and prospects is particularly difficult to manage for those tasked with marketing, business development, and client relationships. There just isn’t an equivalent substitute for meeting and interacting in person for some of these functions, yet this is required for the majority of businesses in 2020 for the undetermined future. Some ideas to help mitigate the impersonal and isolated feeling that working remote can generate follow below
... Read more »
Last year was one for the record books for most biotech/healthcare-oriented hedge funds, but despite a global health emergency dispersion between managers seems to be attracting the attention of investors
... Read more »
Drawing on nearly 70 years of combined experience in business practice, research, and education, we have found that five key strategies help companies weather crises and preserve their bonds with consumers. Let’s take a look at their 5 strategic suggestions and how they might be adapted to the alternative asset community
... Read more »
