What Aren’t They Saying- Unspoken Investor Feedback Jan28

Posted by & filed under Hedge Fund Investing, Hedge Fund Marketing.

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

... Read more »

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

... Read more »

Substance Over Form Sep17

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

I’d like to offer a cautionary message for the investment conversations also heating up in this fall of 2018, and suggest that ‘substance over form’ is a far better approach to take with investors. When it comes to parting people and their money, they tend to care a whole lot more about what you will do with their investment than what you might say

... Read more »