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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The Trumpian Way To Communicate Effectively Oct17

Posted by & filed under Marketing Tips.

In the business of money management, influencing others is a skill that rivals investment expertise. If one can’t earn someone’s trust, and money, then one can’t run a true investment management business, no matter how talented a financial player one may be. To gain the support and gather assets of strangers, money managers must master the art of effective rhetoric

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Fund Raising in Europe: What Options Apply to Investment Managers? May30

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

What alternatives are available to non-EU Investment Managers (AIFMs) wishing to raise capital from European investors for their non-EU Funds? This presentation outlines the various routes to market from so-called ‘reverse solicitation’ to ‘passporting’ under the EU Alternative Investment Fund Manager Directive (AIFMD)

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