The single most important question to ask in asset management marketing

As time ticks on, fewer and fewer teams have had greater exposure to asset management marketing than ours. Based on subjectivity of marketing, it is very challenging to anchor to any given opinion or position. Unlike the absolute nature of math and finance, there is never a concrete answer. The best you can do is…

Brand matters. But not for the reason you think it does… Part I

“A good pedigree almost always gets you a meeting…” Institutional seed investor While I took this as a relatively benign statement when he said it to me, the underlying implication about what drives our opinions and behaviors shouldn’t be overlooked. What he was essentially saying is that where a person studied or worked is a…

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