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AWARDS RECOGNITION
2021
AWARDS RECOGNITION
2021
MOST OUTSTANDING SALES MARKETING & COMMUNICATIONS CONSULTANCY - USA
Acquisition International - 2021 Global Excellence Awards2019
COMMUNICATIONS CONSULTANCY FIRM OF THE YEAR - USA
Corporate LiveWire - 2019 Global AwardsLEADERS IN HEDGE FUND MANAGEMENT SERVICES - USA
Global Business Insight - 2019 Awards2018
SALES MARKETING CONSULTING FIRM OF THE YEAR - USA
Global Business Insight - 2018 Awards2017
COMMUNICATIONS MARKETING FIRM OF THE YEAR - USA
Corporate Insider - 2017 Business Excellence AwardsEXCELLENCE IN SALES & MARKETING CONSULTANCY SERVICES - USA
Corporate LiveWire - 2017 Global Funds Awards2016
MOST OUTSTANDING COMMUNICATIONS & SALES MARKETING CONSULTANCY - USA
Corporate LiveWire - 2016 Global Fund AwardsMOST OUTSTANDING IN FINANCIAL SERVICES COMMUNICATIONS
Corporate LiveWire - 2016 Innovation & Excellence Awards2015
COMMUNICATIONS & SALES MARKETING FIRM OF THE YEAR - USA
Corporate LiveWire - 2015 Global Fund AwardsHEDGE FUND BRANDING SPECIALIST OF THE YEAR - USA
Wealth & Finance International - 2015 Alternative Investment AwardsBEST FINANCIAL MARKETING FIRM - USA
Corporate LiveWire - 2015 M&A AwardsBEST BUYER-FOCUSED POSITIONING STRATEGIES CONSULTING FIRM OF THE YEAR - USA
Corporate LiveWire - 2015 Innovation & Excellence Awards.
BEST HEDGE FUND MARKETER - NEW YORK
Acquisition International - 2015 Hedge Fund Awards
2014
BEST BUYER-FOCUSED POSITIONING STRATEGIES CONSULTING FIRM OF THE YEAR - USA
Wealth & Finance International - 2014 Finance Awards
OVERALL MARKETING COMPANY OF THE YEAR - USA
Acquisition International - 2014 Business Excellence Awards
USA COMMUNICATIONS & SALES MARKETING CONSULTANCY FIRM OF THE YEAR
Acquisition International - 2014 M&A Awards
BEST NORTH AMERICAN PUBLIC RELATIONS FIRM
Hedgeweek - 2014 USA Awards
TOP U.S. MARKETING FIRM OF THE YEAR FOR HEDGE FUNDS
Acquisition International - 2014 International Hedge Fund Awards
Articles By, And Interviews With
How Portfolio Managers Often Set Their Salespeople Up To Fail
from Harvest's Asset Manager Marketing Hub column - September 2021
You Can’t PowerPoint Your Way Out Of This Investor Due Diligence Vetting
from Harvest's Asset Manager Marketing Hub column - August 2021
Could Your Fund Marketing Be Inciting Strategy Drift Fears?
from Harvest's Asset Manager Marketing Hub column - July 2021
Could Your Fund’s Chosen Benchmark Be Harming Your Asset Raising Ability?
from Harvest's Asset Manager Marketing Hub column - June 2021
A Qualified Marketing Failure Among Many Emerging Manager Firms
from Emerging Manager Monthly - June 2021
Portfolio Managers - Avoid This Content Marketing Mistake
from Harvest's Asset Manager Marketing Hub column - May 2021
Is Your Portfolio Manager A Fund Marketing Follow-up Failure?
from Harvest's Asset Manager Marketing Hub column - April 2021
Portfolio Managers – Are you getting your investors car sick?
from Harvest's Asset Manager Marketing Hub column - March 2021
Asset Raising Tips for the Pandemic & Post-pandemic Years
from Emerging Manager Monthly - March 2021
When The Hedge Fund Declared A Red Alert Situation
from Harvest's Asset Manager Marketing Hub column - February 2021
Can Investors Spot Your Hedge Fund Amidst The Growing Competition?
from Harvest's Asset Manager Marketing Hub column - January 2021
Marketing After You Replaced Your Portfolio Manager
from Harvest's Asset Manager Marketing Hub column - December 2020
DANGER – When Your Fund Is Only Attracting Performance Chasers
from Harvest's Asset Manager Marketing Hub column - November 2020
Family Office Investor Survey Reveals Money Manager Due Diligence Considerations
from Harvest's Asset Manager Marketing Hub column - October 2020
New Investor Due Diligence Will Question Your Values
from Harvest's Asset Manager Marketing Hub column - September 2020
The Asset Raising Tool You & Your Competitors Are Likely Misusing
from Harvest's Asset Manager Marketing Hub column - August 2020
Is Your Bad Investment Philosophy Scaring Off Potential Investors?
from Harvest's Asset Manager Marketing Hub column - July 2020
Meeting Today’s IR & Asset Retention Challenges
from Harvest's Asset Manager Marketing Hub column - June 2020
Improving Your Data & Data Providers
from Harvest's Asset Manager Marketing Hub column - May 2020
Preparing For Asset Raising In The Post-Pandemic, Recessionary World – Tip 1
from Harvest's Asset Manager Marketing Hub column - April 2020
Can Your Pitch Survive An Investor Interruption?
from Harvest's Asset Manager Marketing Hub column - March 2020
Asset Raising Harmed By Distracted Portfolio Manager’s Website
from Harvest's Asset Manager Marketing Hub column - February 2020
Are You Gambling With Your Firm’s Investment Conference Expo Room Table?
from Harvest's Asset Manager Marketing Hub column - January 2020
When Family Office Investors Voted Against Money Management Firms
from Harvest's Asset Manager Marketing Hub column - December 2019
Are You Making This ‘Missing The Mark’ Investment Sales Marketing Error?
from Harvest's Asset Manager Marketing Hub column - November 2019
Is Your Firm Getting It Right in Writing?
from FundFire - October 30, 2019
Investment Conference Marketing: 2 Intel Gathering Tips
from Harvest's Asset Manager Marketing Hub column - October 2019
Does Good Writing Indicate A Better Money Manager?
from Harvest's Asset Manager Marketing Hub column - September 2019
The Asset Raising Rule Of Thumb You Never Thought Of
from Harvest's Asset Manager Marketing Hub column - August 2019
Are You Misspending Your Investment Conference Marketing Dollars?
from Harvest's Asset Manager Marketing Hub column - July 2019
The Stock Picker vs Portfolio Manager Communications Challenge
from Harvest's Asset Manager Marketing Hub column - June 2019
Your Hedge Fund Marketing, Family Offices and Warren B
from Harvest's Asset Manager Marketing Hub column - May 2019
Two Marketing Plans Every Investment Firm Needs: Plan #2
from Harvest's Asset Manager Marketing Hub column - April 2019
Two Marketing Plans Every Investment Firm Needs: Plan #1
from Harvest's Asset Manager Marketing Hub column - March 2019
Performance, Distribution & Marketing: Selling Your Investment Strategy
from Harvest's Asset Manager Marketing Hub column - February 2019
Communicate Risk Management Protocol To Improve Your Asset Raising Success
from Harvest's Asset Manager Marketing Hub column - January 2019
Family Office Investor’s Complaint About Your Conference Encounter
from Harvest's Asset Manager Marketing Hub column - December 2018
Marketing Your Investment Strategy Twice To RIAs
from Harvest's Asset Manager Marketing Hub column - November 2018
On the subject of Marketing Emerging Markets Investment Strategies
from HFM InvestHedge - November 2018
A Test For Your Marketing Collateral: The Competitor Differentiation Challenge
from Harvest's Asset Manager Marketing Hub column - October 2018
Your Hedge Fund Asset Raising Requires Two Marketing Plans (part 2 of 2)
from Opalesque's Emerging Manager Monitor - September 2018
Online Content Marketing Compliance Planning Tips For Money Managers
from Harvest's Asset Manager Marketing Hub column - September 2018
Your Hedge Fund Asset Raising Requires Two Marketing Plans (part 1 of 2)
from Opalesque's Emerging Manager Monitor - August 2018
Could This Be Your Roadblock To Fund Marketing Success?
from Harvest's Asset Manager Marketing Hub column - August 2018
Cap Intro Presentations: How The Audience Sees You
from Harvest's Asset Manager Marketing Hub column - July 2018
Selling RIAs On Your Strategy: The Double Marketing Challenge
from Emerging Manager Monthly - July 2018
Choosing Who Will Be Telling And Selling Your Story
from Harvest's Asset Manager Marketing Hub column - June 2018
Tips For Growing Assets Beyond Friends & Family
from Harvest's Asset Manager Marketing Hub column - May 2018
How Good Is Your Firm’s Investment Story?
from Harvest's Asset Manager Marketing Hub column - April 2018
Marketing To Sophisticated Investors: Defining The Marketplace
from Harvest's Asset Manager Marketing Hub column - March 2018
Boost Hedge Fund Marketing ROI By Raising Your ROO
from FINalternatives - February 2018
On the subject of Communicating Taking A Loss
from FundFire - February 2018
What Can Your Hedge Fund Do For Me?
from FINalternatives - September 2017
On the subject of Marketing Hedge Funds
from HFMInvesthedge - September 2017
A Hard Look At Your ‘Soft’ Hedge Fund Marketing Information
from FINalternatives - December 2016
Hedge Fund Marketing – Tips for Your Initial Sales Meeting
from FINalternatives - September 2016
from FUNDfire - April 2016
Maximizing Your Salesperson’s Marketing Efforts Hedge Fund Marketing – Making the Most of Your Salesperson Hedge Fund Marketing & The Selling Cycle Hedge Fund Marketing To Independent RIA Firms On the subject of teaching an independent brokerage wholesaler force to market alt strategy products On the subject of hedge fund managers seeking marketing help for Liquid Alts Your Investment Opinions Are Key To Marketing Your Strategy To Investors Risk Management: The due diligence challenge and branding opportunity On the subject of marketing private equity ESG (environmental, social and governance) funds On the subject of marketing private equity funds to retail investors The Initial Due Diligence Meeting: What family office investors want you to communicate "No Billboards, But Experts Say JOBS Act Is Lifting Veil On Hedge Fund Industry" Conference Recap: Wealth Management Insights Summit Marketing Your Fund To And Through Consultants And Gatekeepers So You Want To Market A 40 Act Fund: market intel for the hedge fund firm owner A Mid-Year Check-Up On The Competitiveness Of Your Fund's Marketing Attracting Assets By Demonstrating Differentiated Investments Leadership Marketing Is Job #1 For Hedge Fund Managers The Call To Differentiate Your Hedge Fund "Start-Up Firms Face Marketing Challenges" Hedge Fund Marketing Implications From New Survey Findings On Investment Beliefs Articulating Investment Beliefs Affects Capital Raising Success Helping Hedge Fund Investors Understand & Remember Your Fund Portfolio Risk Management: The challenges of doing it and communicating it to institutional investors Winning Over More Institutional Investors With Your Hedge Fund Marketing Hedge Fund Experts: Communication Is 'Vital' To Attract, Keep Investors How To Better Communicate Investment Processes & Philosophies New Investor Study Gives Hedge Fund Managers Homework For Out-Marketing Competitors Catering To Investors' New Communications Cravings: the marketing challenge of 2011 Marketing Your Fund: A Starting Point Tell Investors What They Want To Hear & Out-Market Your Hedge Fund Competitors Investors Reveal Where Hedge Fund Marketers Are Underperforming Haunted Hedge Fund Managers Getting No Sleep Format Should Fit Function Woodfield Fund Administration interviews Bruce Frumerman about Hedge Fund Marketing "Active Managers Adjust Sales Pitch" Marketing Your Hedge Fund in 2009: What You Need To Know Rethinking Marketing Strategy: Extending sell cycle will require managers to develop investment storylines to maintain interest Marketing The Emerging Manager In This Changed Environment Hedge Fund Marketing Challenges In The Recessionary, Post-Madoff Environment Selling To Prospects Who Don't Already Know You Making The Most Out Of Your Cap Intro Presentation Marketing Your Hedge Fund (chapter 4) Roadblocks To Selling Success: Examples to learn from Brand Or Commodity: Which Will Your Firm Be? Who Will Be Telling And Selling Your Story? Cap Intro Presentations — the view from the audience Growing Assets Beyond Friends & Family Is Your Firm's Story Good Enough?
from Emerging Manager Monthly - March 2016
from FINalternatives - January 2016
from Opalesque - November 2015
from FINalternatives - September 2015
from FUNDfire - August 2015
from FUNDfire - July 2015
from Emerging Manager Monthly - June 2015
from FINalternatives - March 2015
from FUNDfire - July 2014
from FUNDfire - June 2014
from FINalternatives - June 2014
from FINalternatives - April 2014
from PAM - March 2014
from FINalternatives - February 2014
from Hedgeworld - January 2014
from Emerging Manager Monthly - July 2013
from Hedgeworld - June 2013
from Canadian Hedgewatch - May 2013
from FINalternatives - April 2013
from Traders Magazine - September 2012
from FINalternatives - August 6, 2012
from Emerging Manager Monthly - August 2012
from Canadian Hedgewatch - March 2012
from Hedgeworld - February 28, 2012
from FINalternatives - January 30, 2012
from FINalternatives - September 6, 2011
from Emerging Manager Monthly - August 2011
from Hedgeworld - July 2011
from Hedgeworld - February 2011
from The Alliance of Alternative Asset Professionals (TAAAPs) Newsletter - October 2010
from Canadian Hedgewatch - March 2010
from Hedgeworld - March 2010
from HedgeConnection Blog, November 2009
from Investor Relations News, October 2009
from Woodfield Wire, September 2009 - Woodfield Fund Administration's monthly newsletter for hedge fund managers and other industry professionals
Financial Times, August 3, 2009 FTfm magazine - the FT's monthly review of the fund management industry
from Canadian HedgeWatch, vol. 9 issue 3 - March 2009
from Opalesque - February 2009
from Emerging Manager Focus - January 2009
from Hedgeworld - January 2009
from Canadian HedgeWatch, vol. 8 issue 5 - Sept./Oct. 2008
from Hedgeworld - September 2008
from "Which Way Next For Hedge Funds? A Guide for Managers, Banks & Investors"
Special Report from IFR Market Intelligence, Reuters - August 2008
from Emerging Manager Focus - April 2008
from Emerging Manager Focus - February 2008
from Emerging Manager Focus - December 2007
from Emerging Manager Focus - September 2007
from Emerging Manager Focus - June 2007
from Hedgeworld's Accredited Investor - April / May 2006