A great story is hugely instrumental to selling your value to investors. Managers who are superior in skill set when it pertains to actual investing often find themselves struggling to convey that expertise to potential partners in a way that yields the same positive results they are used to getting. The reason? Spinning a good story takes a different talent
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September’s ramped-up inflation fears wiped out all of 2021-22’s gains, making October a gloomy start to the fourth quarter. With the season changing and cooler weather coming, fears over prices for consumer goods, oil, gas, and the like are creating volatility that is expected to continue through October, and likely beyond
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The Bureau of Labor & Statistics issued its latest update on 9/13 regarding the rising pace of inflation, with the 12-month period through August rate of 8.3% catching most investors and analysts by surprise, and not in a good way. 2022 inflation is at highs not seen by those born after 1989, and it feels a bit ominous on the investment horizon
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A useful checklist to get refocused on the customer
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Ten years ago, I conducted an impromptu survey of professionals throughout the alternative asset community to find out what really impacts the ability of all constituents, regardless of provider or investment stance, to form meaningful relationships. As I’d said then, alternative products are sold through relational marketing that takes place over time. Alternatives are bought by professional investors (institutions) and sophisticated individuals (family offices, high net worth people) as a means of capturing upside gain and minimizing downside risks across an overall portfolio of holdings. Always has been, and likely always will be
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