Webinar: Prospecting & Positioning

22 September 2021
9:00 am

When it comes to prospecting, in order to connect with the right prospects at the right time, you need intelligence about when investors are adjusting allocation models, and considering to increase allocations.

In this webinar, you will learn best practices on how to identify new prospects that may be open to your strategies, and find potential opportunities to expand existing relationships.

Traditionally, marketing institutional investment products has highlighted firm history, the credentials and experience of the portfolio team, and headline performance numbers. But today, investors and consultants want more. They want to understand the uniqueness of the portfolio team’s thinking and how (or whether) a particular product is unique in comparison to look-alike strategies.

In this learning webinar, we will also look at best practices for positioning products against competitors. When consultants and asset owners evaluate hedge funds, they compare them to the full universe of investment talent, so it’s critical to properly position your strategy relative to peers. You’ll learn how to position your funds in ways that complement how consultants and asset owners analyze hedge funds.

Featured Speakers

Jacob Gorelick
VP, Hedge Fund Segment

Daniel Burnett
Head of Client Service
North America