ABOUT OUR PRESENTER
Bruce Frumerman is founder and CEO of Frumerman & Nemeth Inc., a 32-year-old financial communications and sales marketing consultancy whose work has helped money management firm clients attract over $7 billion in new assets, yet they are not third-party marketers. Frumerman & Nemeth helps clients create the ammunition they need to do a better job than their competitors in educating and persuading sophisticated investors to understand and buy into how they invest.
Frumerman & Nemeth is internationally recognized for crafting the beyond-the-numbers content for money management firms that investment committees actually discuss behind closed doors and vote on when considering firms on a short list for potential investment. Importantly, this is required due diligence content that cannot be communicated in pitchbook format.
As a result of Frumerman & Nemeth’s depth and breadth of knowledge about investment strategies and portfolio management, it speaks to portfolio managers as peers and can get important content required for marketing and passing due diligence muster out of their heads that others cannot. Additionally, Frumerman & Nemeth actually understands the buy side — family offices, endowments and foundations, institutional plan sponsors and other sophisticated investors.
Clients hire the firm for its ideas, insights and content deliverables regarding what to say, how to say it, how to communicate it in written and verbal form throughout the selling cycle, and how to get third-party endorsement for the intellectual acumen of management.
Frumerman & Nemeth’s clients are primarily hedge funds, investment firms serving plan sponsors and UHNW investors, family offices running investment strategies on offer to others, private lending and private equity investment firms, CTAs, mutual funds and 40 Act funds, and independent RIA firms serving the UHNW and HNW markets. These vary in size from multi-billion AUM firms to pre-launch start-ups.
Frumerman & Nemeth’s work also includes providing strategic consulting on product and strategy-specific branding, crafting the required strategy-specific content detail 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.