Preparing For Asset Raising In A Post-Pandemic, Recessionary World
a webinar series
May 27, June 24, July 22, August 26
1pm ET / 10am PT / 6pm GMT (30-45 min. session, depending on Q&A length)
AlphaWeek’s Preparing For Asset Raising In A Post-Pandemic, Recessionary World webinar series is designed for portfolio managers, equity owners and marketing directors of hedge funds, private equity and venture capital funds, equity and fixed income investment boutique firms, managed futures and real estate fund managers.
Wednesday, May 27
Wednesday, June 24
Wednesday, July 22
Wednesday, August 26
WHO SHOULD ATTEND AND WHY
In these unprecedented times there is, temporarily, no business as usual. Many institutional investors have put their in-the-works portfolio manager due diligence efforts on hold. They are suffering too many distractions for them to even consider their pre-pandemic backlog of requests from new managers wanting to pitch for their business.
What can be a productive use of the time for money management firm owners in planning and preparing so that they are ready with improved abilities to out-market competitors once they are able to reconnect with prospective investors, reengage in the selling cycle and undergo what is bound to be stiffer due diligence vetting in the recessionary, post-pandemic market environment?
Family offices, endowments, foundations, plan sponsors, investment consultant gatekeepers and some in the independent, fee-only financial planning/investment advisory business are going to become pickier in how they vet portfolio managers. They will require more information — both objective and subjective — for evaluating and passing judgement on each investment strategy being pitched to them. This will require more and better content communications from the money management firms seeking out new mandates from these institutional investors.
Due diligence vetting will increasingly include more strategy implementation and portfolio characteristics questions for the investment management firm competing for a mandate from institutional investors. Money managers should assume they will be getting asked more detailed questions and prepare for this.
More and better communications in your asset raising efforts will improve your ability to out-market competitors, educate and persuade sophisticated investors to understand and buy into how you invest, and attract sticky assets.
Frumerman & Nemeth Inc. CEO Bruce Frumerman will be sharing insights and actionable tips with attendees in this special series of AlphaWeek webinars on Preparing For Asset Raising In A Post-Pandemic, Recessionary World.
***AlphaWeek has arranged for webinar attendees to have the option to sign up for a complimentary one-hour consultation with Frumerman & Nemeth to help you identify gaps in, and opportunities for, your communications and sales marketing efforts that will impact your ability to raise assets from sophisticated investors.***