So, Did You Hear the One About … Tuning Your Fund Marketing To Your Audience
True story. I remember telling a Polish joke to a German friend of mine. He didn’t laugh and didn’t get it. I explained that when you’re from Milwaukee, you get…
Fund Marketing
Peak Performance: How Funds Can Deliver The Right Results That Win Over Investors
“Winning isn’t everything, it’s the only thing.” This famous sports quote, often attributed to Vince Lombardi, (actually coined by UCLA college football coach Red Saunders), can be a bit like…
Simplify: Straight Talk About How Your Firm Builds A Loyal Following
Marketing a fund is a bit like opening a restaurant. It is putting your life, passion, knowledge and creativity into your business with the hope that customers will love what…
What Makes You So Special? How Funds Find Their Unique Angle And Impress Clients
For so many hedge funds and managed futures firms, telling potential clients what makes them unique, special and a must-have in a portfolio is a baffling exercise. Many fall back…
The Pitchbook Creation Process : How Poor Planning Leads to Poor Results
Just as a hedge fund strategy inherently follows a specific process to increase capital, manage risk, and optimize return opportunities for investors, the development of a successful and professional fund…
“My AUM is Literally Dying,” Marketing Your Business Before Your Clients and Your Business Dies
It’s not the title of a horror movie, and it’s not just a headline designed to get you to click. It’s a phrase a number of brokers and advisors have…