Hedge Fund Marketing – Tips for Your Initial Sales Meeting

(FINalternatives) There are two main goals a hedge fund should have for an initial in-person sales meeting with a prospects, says Bruce Frumerman of Frumerman & Nemeth (www.frumerman.com). The first is to learn more about the prospect’s portfolios, investment plans and needs. The second is to effectively tell the hedge fund’s story and the role it could play within the prospective investor’s total portfolio, provided there is a fit. In this contributed article, Frumerman explains the four topics crucial to a fund’s first in-person meeting with a prospect, and the secret weapon to winning subsequent ones.

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