Ask any start up or growing fund manager looking at raising more assets about the importance of effective communicating with prospects, and they will all agree that having a clear program of informative channels that get across the fund’s value and strategy is a top priority for the sales effort
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The 2024 Olympics will soon begin in Paris, and once again the world will be captivated by the sheer grandeur of so many athletes, nearly 15,000 anticipated this year, performing at their peak. An eternal hope of the Olympics, symbolized by its torch which burns throughout the two-week period of the Games, is to bring unity and joy to the countries celebrating the athletes who represent them
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One of the common education points I stress when working with any of my clients, be it a new fund or a growing established group, is the importance of clarity to investors. In all aspects of communication, driving the key message with a minimum of distractions makes the delivery of your intent that much stronger.
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One of the most common issues I see when working with investment groups looking to enhance their marketing outreach impact is a lack of relatable content that can assist with their efforts. All too often the primary focus is on communicating the strategy and investment mechanics of a particular approach: the sector data, the research and investment process, the risk management, and the team that delivers on the performance
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One of the most challenging hurdles a new manager faces is establishing a new business organization with the minimum amount of missteps. Whether it’s a fund management, advisory service, consulting practice, or some other format, growing from being an excellent manager of oneself into a founder of a multifaceted company is one of the hardest transitions to accomplish. Recognizing the need for talent, expertise, and most importantly, perspective outside of one’s own is the first step to realizing that an advisory board can serve as a critical component to a new company’s long-term success
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