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.
... Read more »
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
... Read more »
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
... Read more »
Money is one of the driving forces of both business and warfare: he who amasses the most money often wins the battle, both on the field and in the markets. Money equates to power, power garners action, and action ultimately shapes the future.
... Read more »
Every Presidential election cycle, the actual election year begins with much trepidation about taking too definitive a stand too early ahead of the election results. Not knowing what the new administration will bring in policies and practices makes investors of all kinds wary
... Read more »
