AWARDS RECOGNITION

FINANCIAL SERVICES ASSET RAISING CONSULTANTS OF THE YEAR - USA

New World Report - North America Business Awards - 2024

BEST INVESTMENT MANAGEMENT COMMUNICATIONS & SALES MARKETING CONSULTANCY

Wealth & Finance International - Fund Awards 2024

TOP HEDGE FUND MARKETING FIRM OF THE YEAR - USA

Global Business Insight - Global Awards 2024

BEST ASSET MANAGEMENT COMMUNICATIONS & SALES MARKETING CONSULTANCY - USA

Wealth & Finance International - Fund Awards 2023

SPECIALIST MARKETING AGENCY OF THE YEAR

Corporate LiveWire - Global Awards 2022/2023

LEADING EXPERTS IN INVESTMENT MANAGEMENT BRAND MARKETING - USA

Wealth & Finance International - Fund Awards 2022

HEDGE FUND BRANDING SPECIALIST OF THE YEAR - USA

Global Business Insight - Wealth & Finance Elite 2022 Awards

HEDGE FUND BRANDING SPECIALIST OF THE YEAR - USA

Global Business Insight - 2021 Awards

MOST OUTSTANDING SALES MARKETING & COMMUNICATIONS CONSULTANCY - USA

Acquisition International - 2021 Global Excellence Awards

COMMUNICATIONS CONSULTANCY FIRM OF THE YEAR - USA

Corporate LiveWire - 2019 Global Awards

LEADERS IN HEDGE FUND MANAGEMENT SERVICES - USA

Global Business Insight - 2019 Awards

SALES MARKETING CONSULTING FIRM OF THE YEAR - USA

Global Business Insight - 2018 Awards

COMMUNICATIONS MARKETING FIRM OF THE YEAR - USA

Corporate Insider - 2017 Business Excellence Awards

EXCELLENCE IN SALES & MARKETING CONSULTANCY SERVICES - USA

Corporate LiveWire - 2017 Global Funds Awards

MOST OUTSTANDING COMMUNICATIONS & SALES MARKETING CONSULTANCY - USA

Corporate LiveWire - 2016 Global Fund Awards

MOST OUTSTANDING IN FINANCIAL SERVICES COMMUNICATIONS

Corporate LiveWire - 2016 Innovation & Excellence Awards

COMMUNICATIONS & SALES MARKETING FIRM OF THE YEAR - USA

Corporate LiveWire - 2015 Global Fund Awards

HEDGE FUND BRANDING SPECIALIST OF THE YEAR - USA

Wealth & Finance International - 2015 Alternative Investment Awards

BEST FINANCIAL MARKETING FIRM - USA

Corporate LiveWire - 2015 M&A Awards

BEST 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

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

When A Boutique Investment Firm Should Market Its Business Plan
from Harvest's Asset Manager Marketing Hub column - June 2025

When To Consider Replacing — Or Not Even Hiring — A Particular Back-Office Service Provider
from Harvest's Asset Manager Marketing Hub column - May 2025

How To Make Investor Allocations Stickier By Improving Client Experience
from Harvest's Asset Manager Marketing Hub column - April 2025

How Are You Marketing Specialized Expertise To Differentiate Your Fund?
from Harvest's Asset Manager Marketing Hub column - March 2025

The Potential Investor’s Question That The Portfolio Manager Couldn’t Answer
from Harvest's Asset Manager Marketing Hub column - February 2025

Investors’ Confessions: How They View Your Conference Meeting Pitch
from Harvest's Asset Manager Marketing Hub column - January 2025

“Meet Me At Your Own Risk,” The Institutional Investor Warned Fund Managers
from Harvest's Asset Manager Marketing Hub column - December 2024

Barriers To Allocating To Your Hedge Fund — That You Can Do Something About
from Harvest's Asset Manager Marketing Hub column - November 2024

A Family Office’s Secret Hurdle For Fund Marketers To Overcome
from Harvest's Asset Manager Marketing Hub column - October 2024

The Content Marketing Type That Has The Greatest Impact For Your Fund
from Emerging Manager Monthly - October 2024

Is Your Fund Marketing Misreading The Important Pie Chart?
from Harvest's Asset Manager Marketing Hub column - September 2024

Are You Misallocating Your Fund’s Content Marketing Budget?
from Harvest's Asset Manager Marketing Hub column - August 2024

When Should I Start Marketing My New Fund?
from Harvest's Asset Manager Marketing Hub column - July 2024

Cap Intro Complaint: “Funds That Lack Sales Follow-Through”
from Harvest's Asset Manager Marketing Hub column - June 2024

Overcome What RIAs Say Is A Barrier To Investing Clients In Your Fund
from Harvest's Asset Manager Marketing Hub column - May 2024

What Can Make Your Fund Marketing Writing Wrong
from Emerging Manager Monthly - April 2024

What This Family Office Survey Means For Your Fund’s Marketing
from Harvest's Asset Manager Marketing Hub column - April 2024

Why Some Funds’ Asset Raising Efforts Fail – Part 2 of 2
from Harvest's Asset Manager Marketing Hub column - March 2024

Why Some Funds’ Asset Raising Efforts Fail – Part 1 of 2
from Harvest's Asset Manager Marketing Hub column - February 2024

When Fund Managers Lose The Sale At The Initial Investor Meeting
from Emerging Manager Monthly - February 2024

Signs You Need To Rethink How Your Fund Has Been Marketing
from Harvest's Asset Manager Marketing Hub column - January 2024

Gaining A ‘Following’ Is A Crucial Fund Marketing Tactic
from Harvest's Asset Manager Marketing Hub column - December 2023

How To Not Strike Out Pitching Family Office Investors
from Harvest's Asset Manager Marketing Hub column - November 2023

The Danger In Marketing Too Early To ‘Friends & Family’ — Who Aren’t
from Harvest's Asset Manager Marketing Hub column - October 2023

The Fund Audit That Could Improve Your Asset Raising Potential
from Harvest's Asset Manager Marketing Hub column - September 2023

Marketing Errors: Where The Portfolio Manager Isn’t Smarter Than A Fifth Grader
from Harvest's Asset Manager Marketing Hub column - August 2023

Does Your Fund Need To Overcome The Top Complaint Of Investors And Consultants?
from Harvest's Asset Manager Marketing Hub column - July 2023

Your Fund Has 3 Prospective Investor Types, Not 1
from Harvest's Asset Manager Marketing Hub column - June 2023

How To Improve Your Fund’s Marketing By Summer’s End
from Emerging Manager Monthly - June 2023

Do Your Quarterly Letters To Investors Make This Marketing Error?
from Harvest's Asset Manager Marketing Hub column - May 2023

AI Quant Funds Have A Marketing Challenge
from Harvest's Asset Manager Marketing Hub column - April 2023

How To Make Your Fund’s Salesperson More Effective
from Emerging Manager Monthly - April 2023

What Covid Should Have Taught You About Your Fund Marketing
from Harvest's Asset Manager Marketing Hub column - March 2023

Your Fund’s Observation & Interpretation Marketing Opportunities
from Harvest's Asset Manager Marketing Hub column - February 2023

5 Tips For More Successful Asset Raising This Year
from Emerging Manager Monthly - January 2023

Is Your Fund Guilty of Making These Off-color Marketing Mistakes?
from Harvest's Asset Manager Marketing Hub column - January 2023

How To Out-market Your Fund’s Competitors In The New Year
from Harvest's Asset Manager Marketing Hub column - December 2022

Make Performance Attribution A Marketing Edge For Your Fund
from Harvest's Asset Manager Marketing Hub column - November 2022

Is Your Fund Marketing Guilty Of What Your Law Firm Wouldn’t Do To You?
from Harvest's Asset Manager Marketing Hub column - October 2022

Where The Marketing Hurdle Goes Beyond The Hurdle Rate
from Harvest's Asset Manager Marketing Hub column - September 2022

Your New 80/20 Fund Sales Prospecting Rule
from Harvest's Asset Manager Marketing Hub column - August 2022

Marketing Smarter for Hedge Funds – a special report
from Harvest's Asset Manager Marketing Hub column - July 2022

What 93% Of Allocators Want From Your Fund Marketing
from Harvest's Asset Manager Marketing Hub column - June 2022

“They told us to make a 57-page pitchbook” — ex-hedge fund owner
from Harvest's Asset Manager Marketing Hub column - May 2022

Inaccurate Portfolio Managers’ Communications That Damage Asset Raising
from Harvest's Asset Manager Marketing Hub column - April 2022

AlphaWeek's Frumerman Interview on Today's Asset Raising Challenges
from AlphaWeek - April 2022

Geopolitical Crisis, Equities Managers & Their Fundraising Communications
from Harvest's Asset Manager Marketing Hub column - March 2022

When 1 = 3: A Portfolio Manager Marketing Sin Of Omission
from Harvest's Asset Manager Marketing Hub column - February 2022

Will Investor Due Diligence Uncover Your Firm Has These Business Risks?
from Emerging Manager Monthly - February 2022

100+ Insights & Tips To Improve Your 2022 Asset Raising Abilities
from Harvest's Asset Manager Marketing Hub column - January 2022

When Family Office Investors Give Up On A Pitching Hedge Fund
from Harvest's Asset Manager Marketing Hub column - December 2021

When ‘Height & Length’ Are Asset Raising Obstacles For Your Fund
from Harvest's Asset Manager Marketing Hub column - November 2021

Improving The Investor Due Diligence Experience Using Type
from Harvest's Asset Manager Marketing Hub column - October 2021

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

On the subject of Liquid Alts Outperform, But Managers Hesitate to Market It
from FUNDfire - April 2016

Maximizing Your Salesperson’s Marketing Efforts
from Emerging Manager Monthly - March 2016

Hedge Fund Marketing – Making the Most of Your Salesperson
from FINalternatives - January 2016

Hedge Fund Marketing & The Selling Cycle
from Opalesque - November 2015

Hedge Fund Marketing To Independent RIA Firms
from FINalternatives - September 2015

On the subject of teaching an independent brokerage wholesaler force to market alt strategy products
from FUNDfire - August 2015

On the subject of hedge fund managers seeking marketing help for Liquid Alts
from FUNDfire - July 2015

Your Investment Opinions Are Key To Marketing Your Strategy To Investors
from Emerging Manager Monthly - June 2015

Risk Management: The due diligence challenge and branding opportunity
from FINalternatives - March 2015

On the subject of marketing private equity ESG (environmental, social and governance) funds
from FUNDfire - July 2014

On the subject of marketing private equity funds to retail investors
from FUNDfire - June 2014

The Initial Due Diligence Meeting: What family office investors want you to communicate
from FINalternatives - June 2014

"No Billboards, But Experts Say JOBS Act Is Lifting Veil On Hedge Fund Industry"
from FINalternatives - April 2014

Conference Recap: Wealth Management Insights Summit
from PAM - March 2014

Marketing Your Fund To And Through Consultants And Gatekeepers
from FINalternatives - February 2014

So You Want To Market A 40 Act Fund: market intel for the hedge fund firm owner
from Hedgeworld - January 2014

A Mid-Year Check-Up On The Competitiveness Of Your Fund's Marketing
from Emerging Manager Monthly - July 2013

Attracting Assets By Demonstrating Differentiated Investments Leadership
from Hedgeworld - June 2013

Marketing Is Job #1 For Hedge Fund Managers
from Canadian Hedgewatch - May 2013

The Call To Differentiate Your Hedge Fund
from FINalternatives - April 2013

"Start-Up Firms Face Marketing Challenges"
from Traders Magazine - September 2012

Hedge Fund Marketing Implications From New Survey Findings On Investment Beliefs
from FINalternatives - August 6, 2012

Articulating Investment Beliefs Affects Capital Raising Success
from Emerging Manager Monthly - August 2012

Helping Hedge Fund Investors Understand & Remember Your Fund
from Canadian Hedgewatch - March 2012

Portfolio Risk Management: The challenges of doing it and communicating it to institutional investors
from Hedgeworld - February 28, 2012

Winning Over More Institutional Investors With Your Hedge Fund Marketing
from FINalternatives - January 30, 2012

Hedge Fund Experts: Communication Is 'Vital' To Attract, Keep Investors
from FINalternatives - September 6, 2011

How To Better Communicate Investment Processes & Philosophies
from Emerging Manager Monthly - August 2011

New Investor Study Gives Hedge Fund Managers Homework For Out-Marketing Competitors
from Hedgeworld - July 2011

Catering To Investors' New Communications Cravings: the marketing challenge of 2011
from Hedgeworld - February 2011

Marketing Your Fund: A Starting Point
from The Alliance of Alternative Asset Professionals (TAAAPs) Newsletter - October 2010

Tell Investors What They Want To Hear & Out-Market Your Hedge Fund Competitors
from Canadian Hedgewatch - March 2010

Investors Reveal Where Hedge Fund Marketers Are Underperforming
from Hedgeworld - March 2010

Haunted Hedge Fund Managers Getting No Sleep
from HedgeConnection Blog, November 2009

Format Should Fit Function
from Investor Relations News, October 2009

Woodfield Fund Administration interviews Bruce Frumerman about Hedge Fund Marketing
from Woodfield Wire, September 2009 - Woodfield Fund Administration's monthly newsletter for hedge fund managers and other industry professionals

"Active Managers Adjust Sales Pitch"
Financial Times, August 3, 2009 FTfm magazine - the FT's monthly review of the fund management industry

Marketing Your Hedge Fund in 2009: What You Need To Know
from Canadian HedgeWatch, vol. 9 issue 3 - March 2009

Rethinking Marketing Strategy: Extending sell cycle will require managers to develop investment storylines to maintain interest
from Opalesque - February 2009

Marketing The Emerging Manager In This Changed Environment
from Emerging Manager Focus - January 2009

Hedge Fund Marketing Challenges In The Recessionary, Post-Madoff Environment
from Hedgeworld - January 2009

Selling To Prospects Who Don't Already Know You
from Canadian HedgeWatch, vol. 8 issue 5 - Sept./Oct. 2008

Making The Most Out Of Your Cap Intro Presentation
from Hedgeworld - September 2008

Marketing Your Hedge Fund (chapter 4)
from "Which Way Next For Hedge Funds? A Guide for Managers, Banks & Investors"
Special Report from IFR Market Intelligence, Reuters - August 2008

Roadblocks To Selling Success: Examples to learn from
from Emerging Manager Focus - April 2008

Brand Or Commodity: Which Will Your Firm Be?
from Emerging Manager Focus - February 2008

Who Will Be Telling And Selling Your Story?
from Emerging Manager Focus - December 2007

Cap Intro Presentations — the view from the audience
from Emerging Manager Focus - September 2007

Growing Assets Beyond Friends & Family
from Emerging Manager Focus - June 2007

Is Your Firm's Story Good Enough?
from Hedgeworld's Accredited Investor - April / May 2006