The COVID-19 Pandemic has structurally changed the process and methods of asset raising. Although not new per se, digital channels such as online (“Zoom”) meetings, webinars or videos are now widely used by investment managers as 1:1 or 1:N communications.
However, few firms have given thought to how to strategize and optimize their online marketing efforts and presentations. As a result, an exceeding number of investment managers are not fully reaping the benefits of the new communication channels, or worse, fail to score because of simple failures in their overall process, their presentation, or their attitude.
With Don Steinbrugge, Matthias Knab and Paul Das
Founder and CEO @Agecroft Partners
Don Steinbrugge, one of the most prominent and successful asset raisers for hedge funds and alternative investments, has created the largest virtual cap intro event in the history of the alternative investment industry. His firm was also voted over 40 times as the “Third Party Marketer of the Year” by multiple media outlets. With 37 years in the industry, he has seen many managers pitch and fail, and others pitch and earn the investors’ trust and assets.
Founder and editor-in-chief @Opalesque
As the Founder and editor-in-chief of Opalesque, Matthias Knab has reviewed and edited over 407,000 articles on investments and alternative investment managers over the last 18 years and knows the industry inside out. He has reviewed tens of thousands of press releases, fund decks, monthly return sheets and investor communications, and produced hundreds of webinars and videos with investments managers with millions of views. Having watched hundreds of managers present, Matthias has identified a couple of key factors that can make a difference between winning or losing out in virtual presentations.
CEO and Founder @ProFundCom
Paul Das founded ProFundCom in 2003 which is today the leading digital engagement analytics firm hedge funds and alternative investment firms use. Paul believes that while strategy, performance, timing and operations rank high to determine the success and longevity of investment managers, a lot also comes down to tools, strategies and processes used in sales and marketing of such investments. Paul is the author of a large library of whitepapers and the book “Marketing to the Invisible Investor”