Asset Raising for Emerging Managers Workshop

Insights and Actionable Tips to Improve Your Sales Marketing and Communication Efforts

Wednesday, November 13th, 2019, New York | 8.00am - 12.30pm ET

AlphaWeek’s Asset Raising For Emerging Managers Workshop is designed exclusively for alternative investment firm owners, CIOs and marketing heads. It will provide you with insights and actionable tips to improve your sales marketing and communications efforts in pursuit of winning asset allocations from sophisticated investors.

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Agenda

0800 - 0830: Registration, Breakfast

0830 - 0845: Introductory Remarks

0845 - 1000: Session 1: Presentation: Resetting Your Thinking – Insights, tips and the starting point for running a strong asset raising effort

Insights and tips for marketing to sophisticated investors and running a stronger asset raising effort

Presenter: Bruce Frumerman, CEO, Frumerman & Nemeth

1000 - 1015: Session 2: Panel: Common Compliance Mistakes To Avoid In Your IR And Marketing Materials

Moderator: Bruce Frumerman, CEO, Frumerman & Nemeth

Speaker: Aureon Herron-Hinds, Partner, RSM

Speaker: Kennedy Chinyamutangira, Senior Manager, RSM

1015 - 1030: Session 3: Panel: Marketing Your Business Plan

Moderator: Bruce Frumerman, CEO, Frumerman & Nemeth

Speaker: Aureon Herron-Hinds, Partner, RSM

Speaker: Kennedy Chinyamutangira, Senior Manager, RSM

1030 - 1050: Networking Break

1050 - 1145: Session 4: Presentation: Applying What You Created

Beyond the one-on-one selling efforts

Presenter: Bruce Frumerman, CEO, Frumerman & Nemeth

1145 - 1200: Q&A

1200 - 1230: Networking Lunch

1230: Close

Workshop Lead Educator

For program content development and as its Workshop Lead Educator, AlphaWeek has chosen to team with Bruce Frumerman, CEO of Frumerman & Nemeth Inc., the 32-year old financial communications and sales marketing consulting firm.

Frumerman’s firm’s work has helped money management firm clients attract over $7 billion in new assets, yet they are not third-party marketers.

Founded in 1987 pre-crash, Frumerman & Nemeth specializes in helping clients create the beyond-the-numbers ammunition they need to do a better job than their competitors in educating and persuading people to understand and buy into how they invest. This is the very content investment committees actually discuss behind closed doors and vote on when considering firms on a short list for potential investment.

Clients hire Frumerman & Nemeth 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.

 

Two Key Takeaways from the Workshop

This Workshop’s program is designed to provide the emerging manager with insights and actionable tips that will:

1. Change your thinking about who you are marketing to, what it takes to meet their beyond-the-numbers due diligence requirements and how to better differentiate your firm from the competition.

2. Provide direction for crafting more and better tools, and marketing plans to tell and sell your firm’s story throughout the selling cycle you face, and building a brand identity.

 

Registration

REGISTER

 

Event Host

Asset Raising For Emerging Managers will be hosted at the Manhattan offices of RSM, a leading provider of accounting, auditing and tax services.

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.

 

Event Supporters

 

 

 

 

Sponsorship Opportunities

Please contact sales@alpha-week.com for information about sponsorship opportunities.

 

Venue

RSM, 151 W 42nd St., 19th Floor, New York, NY, 10036