Tag Archives: Capital Raising


Marketing Decks and Mental Impressions

Asset managers overestimate the time and attention people invest in their marketing decks.   Case in point, upon initial review, will anyone recall the stages of your investment process or intricacies of your investment strategy… doubtful. But that’s not the objective is it? The goal, after a quick thumb through, is for someone to walk away with a mental imprint […]

4 Sales Strategies to Help Close The Deal

Everyone has their own style of engaging prospective investors and moving them through their pipeline. Having your own sales strategy mapped out helps you close deals more efficiently. In our conversations with managers, we’ve found 4 sales personas that seem to be very common across  many strategies.   THE FILM DIRECTOR – AUTHORITARIAN The Film Director believes that he/she knows exactly […]

The Great Contradiction

  Asset managers tend to be quite disparaging when it comes to marketing. Because it is all about relationships, right? Not exactly…   WHY DOES AN ALLOCATOR FAVOR CONNECTING WITH THOSE HE OR SHE KNOWS AND TRUSTS?   It’s much the same reason that any of us favor a known entity. We extrapolate forward, believing that the next exchange will […]

10 Common Mistakes That Make Smart Investment Managers Look Naive – Part II

  (Click HERE  For Part I)   6. Employing a “sophisticated, systematic and repeatable” investment strategy but an undisciplined and discretionary marketing strategy  “I did PR once. It didn’t work.” One client’s comment during a brand development discussion Imagine scrapping your entire investment strategy every time a trade doesn’t immediately go your way? Just like investing, marketing requires a strategy, consistent […]

10 Common Mistakes That Make Smart Investment Managers Look Naive – Part I

If managers are so bent on being perceived as “contrarian,” why do they insist on communicating their message in such conformist ways? How do you think Apple would look like today if Steve Wozniak ran oversaw marketing instead of Steve Jobs? What do you think would happen to Crest toothpaste sales if Procter & Gamble decided to turn product branding […]

Before Starting a Hedge Fund, Build Up Your Track Record

Earlier this month, Daniel Strachman, a financial expert who serves as the Director of Research and Strategy for the GAIM Conference Series, told StreetID that if hedge funds want to attract more capital, they need to tell a good story. “[Make] sure that they’re succinct in their message about what they’re doing with the capital they’re investing,” he said. Hedge […]

To Attract More Capital, Hedge Funds Need to “Tell a Good Story”

Hedge funds can do a lot of things to raise more capital, but the best strategy might have more to do with communication than anything else. “The way they can attract more capital is by telling a good story and making sure that they’re succinct in their message about what they’re doing with the capital they’re investing,” Daniel Strachman, a […]