My April article focuses on the two different types of pitches managers must understand: to get capital to build a business, and to get capital to run as a business. I provide the important differences in content between the two, because: Framing the capital ‘ask’ conversation is vital to a new manager’s success, yet is too often an opportunity lost, as managers bog a conversation down in the myriad of technical investment details they find themselves most comfortable describing
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Alternatives managers will face the spring season with a renewed enthusiasm for the themes that underpin all their sales efforts: diversify, achieve non correlation to other asset classes, and reduce portfolio risk overall while adding value. However, focusing on generalities and the same old, same old sales pitches will not likely yield the best results. It seems a far better plan to zero in on investor’s fears, concerns, and topics of interest in an effort to win them over
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A picture is worth more than 1000 words… this phrase has been translated in dozens of ways, but all represent the sentiment that a simple image can represent a complex message with great impact. Similarly, a well-written blog can paint a picture for a reader and bring concepts to life in memorable ways
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Pitching to investors can be an unnerving process even for sales professionals. No one wants to be in the position of needing someone to buy in, literally, to what they are selling, in order to stay alive in business. Yet for most fund managers, this is exactly what is required of the pitching effort: no convincing, no capital, and soon, no fund. Regardless of investment specifics, potential pitch mishaps exist which cause investors to lose interest and focus. Knowing the issues that trigger investor ennui or ultimately turn off an individual and taking a proactive approach to combating them can help managers position their pitch more favorably
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Before setting resolutions for 2019, December provides managers and investors with a good time to break bad habits endemic to the hedge fund community. There’s no shortage of subjects where these practices lurk, but here are five suggestions on habits to leave behind in 2018
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