How To Use Your Service Providers To Improve Your Asset Raising Efforts
Webinar 1: Insights from Legal
Thursday, February 11, 2021 - Online: 10am ET / 9am CT
Join AlphaWeek for its series of four webinars that are designed to provide hedge fund managers with insights from service providers as to how they can make better use of them in the manager's asset raising efforts.
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.
Kevin Cott, Managing Partner, Cott Law Group, P.C.
Kevin is the managing partner and founder of Cott Law Group, P.C., a boutique investment management law firm with a national investment funds and advisers practice. Kevin specializes in structuring domestic and offshore hedge funds, digital assets funds and other alternative investment vehicles. He also advises clients regarding related regulatory and registration requirements, as well as management company operational matters.
Kevin received his B.B.A. in Finance from the University of Georgia and his J.D. from Emory University. He lives in Atlanta with his wife and three children.
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.
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 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.
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