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How To Use Your Service Providers To Improve Your Asset Raising Efforts

Insights from Accounting

     Thursday, April 22, 2021 - 10.30am Eastern / 9.30am Central

When sophisticated investors conduct due diligence on a money management firm they are looking to evaluate two risks: that of the strategy and that of the business. Buying into the strategy and its implementation are vital but they are also looking for investment firm owners who demonstrate they have a small business owner's head on their shoulders.

Service providers are an often untapped resource to money management firm owners for counsel and insights on how to optimize business operations for the size of the firm today, and how to thoughtfully expand when it has more revenue to reinvest in the business.

 

Speakers

 

Anil Kurian

Anil Kurian, Partner, Audit Services, RSM

Anil Kurian currently co-leads RSM's financial services practice in Connecticut and Westchester which entails growing RSM's brand awareness, clients and services in the hedge fund and private equity community. Prior to joining RSM's financial services practice, Anil’s roles have included working as a manager in the financial services office at a Big Four firm, as an assistant vice president in the private equity group at a major bank, and as a controller for an investment firm.

In addition to his current role, Anil uses his industry experience and technical knowledge to assist investment managers and engagement teams in complex accounting and auditing matters along with ensuring that reports issued by the firm comply with professional standards.

Over the past 15 years, Anil has had the opportunity to work with global asset managers, local family offices and emerging managers. His experience has given him exposure to investment companies including onshore and offshore hedge funds, private equity funds, SBICs, broker-dealers, mutual funds, exchange traded funds, fund of funds and other investment partnership vehicles, as well as complex instruments and derivatives.

 

Bruce Frumerman

Bruce Frumerman, CEO, Frumerman & Nemeth Inc.

Bruce is CEO of Frumerman & Nemeth Inc., a 33-year-old financial communications and sales marketing consultancy that helps financial services firms create brand identities for their organizations and develop and implement effective new marketing strategies and programs. Frumerman & Nemeth's work has helped money management firm clients attract over $7 billion in new assets, yet they are not third-party marketers.

Frumerman & Nemeth is internationally recognized for its work in crafting for clients the beyond-the-numbers story of how they invest — content that investment committees actually discuss, debate and vote on behind closed doors when considering firms on a short list for potential investment. Importantly, this is required due diligence content that cannot be communicated in pitchbook format.

Frumerman & Nemeth's work also includes providing strategic consulting on product and strategy-specific branding, crafting the required strategy-specific content detail and designing and producing the marketing tools needed to make it through the two-month to two-year institutional selling cycle. Clients also employ Frumerman & Nemeth to help promote the intellectual acumen of management — helping them get speaking opportunities, write and give speeches as panelists or stand-alone speakers at industry conferences, and through media relations marketing services.

 

Lead Sponsor

 

RSM

RSM

With experience in handling more than 1,500 investment funds (including hedge funds, fund of funds, commodity pools and private equity funds), RSM specializes in addressing the complex operational, financial, reporting and compliance issues facing the asset management industry.

 

Supporting Sponsors

 

Cott Law Group

Cott Law Group, P.C.

Cott Law Group, P.C. (CLG) is a boutique law firm committed to providing top-tier counsel to the investment management industry. CLG has developed a national investment funds and advisers practice focused on working with emerging and seasoned hedge fund and other alternative investment fund managers of all asset classes.

 

Essential Fund Services

Essential Fund Services International

Essential Fund Services International is a SOC I compliant fund administration firm providing accounting, reporting and administrative services to the private investment community including hedge funds, funds of funds, private equity funds, family offices, and separately managed accounts. Our services allow the investment manager to focus more closely on the investment process knowing that critical administrative functions, normally beyond the investment manager's expertise, are in the hands of skilled, accomplished and seasoned professionals.

 

Registration

Investment Managers

How To Use Your Service Providers To Improve Your Asset Raising Efforts: Insights from Digital Communications Technology is free of charge for investment managers. Click here to apply for a ticket. Please note: we might need to contact you to confirm your status before we confirm your place.