THE "MARKETING ALPHA SUMMIT" FOR SUB-INSTITUTIONAL MANAGERS

    There’s tremendous interest about starting a venture capital, private equity or hedge fund. 

       There’s also a lot of "BS", hype, propaganda, scams and absolutely wrong information.

FACT: For a "sub-institutional" manager to succeed requires raising assets consistently + successfully. This demands separating fact from fiction and myth from reality to completely understand all the issues of fund formation, launch and execution but especially marketing and fundraising.

The summit is a no-nonsense one-of-a-kind  supported by 25+years experience, accurate information, objective insight and frontline intelligence along with the HIGH-INTEGRITY DATA about the requirements of marketing & raising assets for new + smaller managers. The session separates the facts from fiction and myth from reality to provide managers that have already launched and having difficulty raising assets as well as those considering starting a fund with the necessary details and requirements to become prepared and equipped to achieve success in a hyper-competitive and crowded fundraising climate filled with "low-trust", risk-averse, stringently selective and uniquely demanding individuals, family offices & allocators.

The Session Includes:

Detailed discussion of marketing + fundraising for new + smaller managers in the current climate. 

A diagnostic review of the manager’s collateral with suggested remediation (if necessary).

A30-minute follow-up Q&A 

The Forum navigates the complexities of marketing and raising assets, the two most important aspects that ultimately determine success or failure of a manager, a Fund and the business as an asset management firm. 

This unique process saves new + smaller managers time + money by enabling informed and intelligent marketing + capital raising decisions from deep understanding of the “sub-institutional” manager climate and landscape. The sessions efficiently, effectively, expediently and economically eliminate the BS, hype, nonsense, propaganda and wrong information that produce mistakes that result in wasted time & money.  

The unique Forum process saves new + smaller managers significant time + money by enabling informed and intelligent marketing + capital raising decisions from the ability to deeply understanding the “sub-institutional” manager landscape and climate.

The Forum efficiently, effectively, expediently and economically eliminates the BS, hype, propaganda and wrong information typically delivered via "social media", "videos", "podcasts", "boot camps", "conferences", "masterclasses" and "parties" that produce mistakes + wasted time & money to begin the process of the manager becoming optimally-positioned, prepared and equipped to succeed.

                                                                 SUMMIT TOPICS:

1. Avoiding the "Field of Dreams": "If YOU build it; THEY won't come!"
2. 3rd Party Marketing & Placement Agents: The mystery for smaller managers.
3. Databases and Platforms - "Post & Hope"!?
4. ODD-Ready! The Importance of The Operational Blueprint.
5. Service Partners > Service Providers: The Execution Infrastructure.
6. Collateral/Content/Conversation Development: One size doesn't fit all!
7. EQ > IQ: Connect + Build Trusted Relationships + Actionable Conviction
8. CON'D?! Stay away from "CON"ferences!
9. De-CAPitated!: Getting the best out of prime broker cap intro teams.
10. Working With Consultants & Gatekeepers: Allies? Advocates? Adversaries?
11. "Going Institutional": What does it take to raise institutional assets.
12. Single Family Offices: How To Get Access and The Trusted Introduction!
13. Seeding, Incubators, Accelerators & First-Loss Capital: Real? or Hype?!
14. The Landscape For Women + Minority-Owned Managers: Getting Beyond DEI.
15. LIGHTS! CAMERA! ASSETS?!: Use of social media. "Likes" & "follows" don't bring assets!
16. NO FREE LUNCH: "Takes Money To Raise Money" - Budgeting to raise assets.