A decade ago I wrote about the struggle emerging and smaller alternative managers had attracting capital to their funds, as they were being overshadowed by the ‘whale’ managers who garnered all the interest and the funding. I’m happy to report in 2022 that this situation is not as dire as it once was
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To Meet or Not to Meet, That is the Question Apr19
We are well underway in 2022, and the restrictions that Covid had placed on social gatherings continue to recede, but what does that mean for today’s marketing plans? Two years of forced shutdowns and a massive shift to online tactics have created an uneasy marriage between the desire to get back in front of clients and prospects, and the convenience, cost savings, and ease of continuing to focus on outreach through websites, videos, social media, and the like
... Read more »What’s Wrong With Wanting To Be First? Mar24
Emphasizing the goal of being part of a community effort to achieve is commendable, but doesn’t have to replace the acknowledgement of superior performance for the sole recipient of the coveted position of #1. In my world, I believe you can strive to be a great team player while also trying to accomplish the valued goal of being #1
... Read more »Dare to be Different! Feb23
Winning new clients is a lot like being the individual selected for a new job. The techniques which work for a job candidate are similar for an investment manager wooing new investors. In both cases, you need to prove your value and right fit for the job
... Read more »Intimate Distancing is the Name of the Game for 2022 Jan20
The New Year has opened with renewed spikes of Covid’s latest variant strains keeping tensions high and cautionary distancing behaviors in force across the globe. For goodness sakes, even the tennis world has reacted to the pressure by literally cancelling the world #1 player’s visa days before the first major, the Australian Open, began this week, creating a void at the top of the seeded draw that speaks volumes about the level of concern still existing around the pandemic
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