Hedge Fund Marketing Pro http://hedgefundmarketingpro.com Hedge Fund Marketing Strategies & Tactics Mon, 30 May 2011 17:21:46 +0000 en hourly 1 http://wordpress.org/?v=3.3 Hedge Fund Investors in Asia, Singapore, and Hong kong http://hedgefundmarketingpro.com/hedge-fund-investors-in-asia-singapore-hong-kong/ http://hedgefundmarketingpro.com/hedge-fund-investors-in-asia-singapore-hong-kong/#comments Mon, 30 May 2011 17:00:26 +0000 admin http://hedgefundmarketingpro.com/?p=1092

This video was below was recorded in downtown Tokyo, Japan just after speaking at the 5th Annual Hedge Funds Congress on how to raise capital from investors in Asia. In this video I share what I learned during this trip to Asia and while working with Asian based hedge fund managers in the past, enjoy:

Tags: hedge fund investors in asia, hedge fund investors in singapore, hedge fund investors in hong kong, singapore investors, HNW investors, investors, institutional investors in asia

]]> http://hedgefundmarketingpro.com/hedge-fund-investors-in-asia-singapore-hong-kong/feed/ 0 Raising Capital From Institutional Investment Consultants http://hedgefundmarketingpro.com/raising-capital-from-institutional-investment-consultants/ http://hedgefundmarketingpro.com/raising-capital-from-institutional-investment-consultants/#comments Mon, 30 May 2011 16:44:12 +0000 admin http://hedgefundmarketingpro.com/?p=1089

Video Definition

What is an Institutional Investment Consultant?

If you are are raising capital from institutional investors than you need to consider approaching institutional investment consultants. That is pretty hard to do however if you don’t really know what they are or how they fit into the investor ecosystem. This video will help you understand how to work with these types of investment consultants better, I just recorded this in Asia where I was speaking at a conference on hedge fund marketing.

Related to: What is an Institutional Investment Consultant? | Definition

Tags: raising capital from institutional investors, raising capital from institutional investment consultants, raising capital from institutional consulting firms, raising capital, institutional investors, investors

]]> http://hedgefundmarketingpro.com/raising-capital-from-institutional-investment-consultants/feed/ 0 Hedge Fund Due Diligence Questionnaires http://hedgefundmarketingpro.com/hedge-fund-due-diligence-questionnaires/ http://hedgefundmarketingpro.com/hedge-fund-due-diligence-questionnaires/#comments Mon, 30 May 2011 16:33:52 +0000 admin http://hedgefundmarketingpro.com/?p=1086

Hedge Fund Due Diligence Questionnaire

Ever wondered why hedge fund due diligence questionnaires were so important? The short video below provides a definition on what they are on why they are used in the industry by institutional investment consultants and large investors.

Tags: hedge fund due diligence questionnaires, why are hedge fund due diligence questionnaires used

]]> http://hedgefundmarketingpro.com/hedge-fund-due-diligence-questionnaires/feed/ 0 Hedge Fund Marketing in Singapore http://hedgefundmarketingpro.com/hedge-fund-marketing-in-singapore/ http://hedgefundmarketingpro.com/hedge-fund-marketing-in-singapore/#comments Sat, 28 May 2011 01:33:51 +0000 admin http://hedgefundmarketingpro.com/?p=1082

I just returned from a trip where I spoke at a hedge fund conference in Tokyo, Japan and met with some hedge fund professionals in Singapore as well.  What was really interesting is that just about everyone agreed that within all of Asia Singapore was the #1 place to start and grow a hedge fund business.

After this trip I’m convinced now as well that they are right, taxes are lower, it is easier to do business there, and fund managers can enjoy a high standard of living on a lower fund AUM when compared to Hong Kong or Tokyo or almost anywhere in China. Here is a short video I recorded on just how much wealth is based on the region and why this is happening:

Thanks for watching the video, speak with you soon!

]]> http://hedgefundmarketingpro.com/hedge-fund-marketing-in-singapore/feed/ 0 What is an Investor Avatar? http://hedgefundmarketingpro.com/what-is-an-investor-avatar/ http://hedgefundmarketingpro.com/what-is-an-investor-avatar/#comments Wed, 18 May 2011 13:03:00 +0000 admin http://hedgefundmarketingpro.com/?p=1079

Investor Avatar Definition:  An investor avatar is a well defined picture of the exact type of investor that your fund is targeting to raise capital from.

It is critical that your capital raising efforts and marketing materials are crafted to speak directly and powerfully to a single type of investor. If your investment fund is ideal for wealth management firms to invest in than it is important that your PowerPoint presentation, newsletters, conference calls, and educational marketing materials must be customized for that marketplace.  If you haven’t already, check out my video on persuasive writing for capital raising and why it is so important here: http://richard-wilson.blogspot.com/2010/01/why-bad-copywriting-can-kill-your.html

Investors want you to have a well defined avatar in mind while raising capital because you waste less of their time when you do.  By being exclusively focused on one or two types of investors you will ensure that you have considered their needs, challenges, and other choices in the marketplace.

Take a few minutes right now and think about which 1-2 types of investors you are focusing on primarily. Now think about what is absolutely unique about that investor, what is their history in investing in your type of investment fund?

What risks are they considering while looking to invest in your fund?

Why would they not invest?

How educated are they about your type of fund and asset class?

Thinking about these questions as a team can help upgrade your marketing materials and approach to capital raising.  This is something that we cover in-depth at our full day live workshops that we hold several times a year.

Hope to see you at one of these workshops in person soon, take care.

]]> http://hedgefundmarketingpro.com/what-is-an-investor-avatar/feed/ 0 Fund of Funds Directory http://hedgefundmarketingpro.com/fund-of-funds-directory/ http://hedgefundmarketingpro.com/fund-of-funds-directory/#comments Sun, 26 Dec 2010 21:02:00 +0000 admin http://hedgefundmarketingpro.com/fund-of-funds-directory/

fund of funds directory

Part of our team runs the largest hedge fund networking association in the industry and they have just finished updating a new version of our Fund of Funds Directory.  This resource was created after our team received dozens of emails from industry professionals looking for lists of fund of funds, digital fund of fund databases, and excel-based hedge fund of fund directories.

This Fund of Funds Directory is Excel-based and provides full contact details of private equity firms including the following information:

  • Contact names
  • Job titles
  • Phone numbers
  • Email addresses
  • Physical addresses
  • Website URLs. 

If you are interested in learning more about this resource, getting a sample of our fund of funds directory or contacting the creators please see Fund of Funds Directory.com. You may also navigate this same site by following one of the links below:

This directory of hedge fund of funds contact details is updated twice a year and when you purchase a copy of it you will get free updates to it for a period of 12 months after your purchase.

Related to this blog post: Fund of Funds Directory

    Tags: Fund of Funds Directory, Fund of Fund Directory, Directory of Fund of Funds, Hedge Fund of Funds Directory, Fund of Funds Directories, best directory of fund of funds, fund of funds directory review

    ]]>     http://hedgefundmarketingpro.com/fund-of-funds-directory/feed/ 0     Richard’s Money & Business Interview: Radio Shalom With Samuel Ezerzer http://hedgefundmarketingpro.com/richards-money-business-interview-radio-shalom-with-samuel-ezerzer/ http://hedgefundmarketingpro.com/richards-money-business-interview-radio-shalom-with-samuel-ezerzer/#comments Sun, 21 Nov 2010 21:57:00 +0000 admin http://hedgefundmarketingpro.com/?p=1074


    I recently completed a Money & Business radio show interview with Samuel Ezerzer from Radio Shalom in Toronto. If you listen to this radio interview there is about 7-8 minutes of intro material and then my interview goes for about 40 minutes covering many different capital raising and hedge fund management topics.

    Within this interview I get interviewed about how to raise capital for hedge fund managers, what investors are putting money into hedge funds, whether the government should tax hedge funds more or less in the future (where I lose a few friends in the auto industry), and finally the interview ends with some comments on where the hedge fund industry is headed in the future.

    Download the MP3 interview to listen to the interview now.

    Tags: hedge fund radio show, radio show interviews on hedge funds, hedge fund radio show guests, hedge fund radio show guest, hedge fund expert interview

    ]]>     http://hedgefundmarketingpro.com/richards-money-business-interview-radio-shalom-with-samuel-ezerzer/feed/ 0     Capital Raising & Hedge Fund Marketing Tools http://hedgefundmarketingpro.com/capital-raising-hedge-fund-marketing-tools/ http://hedgefundmarketingpro.com/capital-raising-hedge-fund-marketing-tools/#comments Thu, 28 Oct 2010 15:35:57 +0000 admin http://hedgefundmarketingpro.com/?p=1072

    Capital Raising & Hedge Fund Marketing Tools

    Question: What Tools Are Available for Capital Raising or Hedge Fund Marketing?

    Answer: As we have discussed in the past, there is no magic bullet to raising capital, no one tip or tool that makes the whole process easy…but there are many tools that can make the process eaiser.  Here are some tools that will make your life easier:

    • Customer Relationship Management (CRM) or Investor Relationship Management (IRM) systems
    • Hedge Fund Marketing Mastermind Groups
    • A Master DDQ Completed and Fully Updated Quarterly
    • Email Marketing Autoresponders
    • Complete Hedge Fund Marketing Materials & FAQ 1 Pagers Created
    • Copywriting & Persuasive Writing Tools & Methods
    • Elance.com for research, outsourcing of specific operational tasks
    • Investor Databases such as Family Offices Databases or Hedge Fund Investor Directories
    • Certification or designation programs on capital raising and hedge fund marketing
    • Hedge fund marketing books, E-books, training seminars, newsletters
    • Hedge fund press releases

    Tags: capital raising tools, methods for hedge fund marketing, help with marketing hedge fund managers, learning how to raise capital in the hedge fund industry, experts and speakers on hedge fund marketing

    ]]>     http://hedgefundmarketingpro.com/capital-raising-hedge-fund-marketing-tools/feed/ 0     Hedge Fund Marketing Seminar FAQ http://hedgefundmarketingpro.com/hedge-fund-marketing-seminar-faq/ http://hedgefundmarketingpro.com/hedge-fund-marketing-seminar-faq/#comments Mon, 25 Oct 2010 19:55:16 +0000 admin http://hedgefundmarketingpro.com/?p=1069

    Thank you for everyone’s support for our upcoming Hedge Fund Marketing Mechanics Workshop in NYC on November 1st, 2010 at the Harvard Club.  We currently have just 3 seats left available and I’m writing this blog post to answer some common questions we have had about this event.

    Question: Will you be making the video from this event available? 

    Answer:  Yes, we are recording the event in HD video so that we can soon release a DVD-Workbook-Audio CD version of the event.  This release will also include 6 expert audio interviews we have conducted over the phone with hedge fund marketers who have each raised over $100M for hedge fund managers.

    Question:  Will you be conducting this same event in Chicago, London, Geneva, or L.A.? 

    Answer: We will be hosting many more events but we are not ready to release that schedule yet.  Once we release the DVD version of this first event we will release a more “set” schedule.  We will most likely be holding our future events are different angles and niche topics related to hedge fund marketing so that repeat attendees can get something new out of each additional event we host.

    Question: Can your firm help us raise capital?

    Answer: Yes, in many ways actually. You could attend our hedge fund marketing workshop, obtain a family office database package, visit our blogs on hedge fund marketing or third party marketing, or complete the CHP Designation program which includes a Level 2 option specialty in Hedge Fund Marketing & Sales.  We also have had over 100,000 professionals download our e-books on hedge funds and family offices and you may benefit from those as well.

    Please send us your feedback and questions and we will get back to you ASAP.

    Tags: hedge fund marketing events, hedge fund marketing training events, hedge fund marketing seminar, hedge fund marketing seminars, hedge fund marketing webinar, hedge fund marketing

    ]]>     http://hedgefundmarketingpro.com/hedge-fund-marketing-seminar-faq/feed/ 0     Buy a Family Office Directory http://hedgefundmarketingpro.com/buy-a-family-office-directory/ http://hedgefundmarketingpro.com/buy-a-family-office-directory/#comments Tue, 19 Oct 2010 19:18:29 +0000 admin http://hedgefundmarketingpro.com/?p=1066

    When you buy a family office directory to use in your capital raising ventures, you must choose wisely. This requires you to make an educated decision that is based on research, an understanding of where your firm stands, and an understanding of what you are actually purchasing.

    Here are the 3 top mistakes that companies make when buying a family office directory:

    1.) Paying too much. This deals directly to the budget you set for yourself. Do not delude yourself or convince yourself that you have more to spend when in reality you do not. Be realistic and do your research. Evaluate companies and their products against one another to really weigh and measure the pros and cons associated with each directory versus its cost. Most quality directories will cost $800-$2,000 any less and it is probably outdated or incomplete and paying more is simply not needed.

    Also in relation to cost, know the refund policy of the companies you research and list as potential providers of the directory you seek. Do they offer any sort of refund? This can be the best way to ensure your purchase is a smart one and to ensure the information you receive is up-to-date, valuable, and relevant.

    2.) Buying a directory that is not backed by great service. Some companies offer a great family office directory, but end their service there. They do not offer anything of value to buyers, such as free reports, free updates to the directory their clients purchase, or free information on a blog. Moreover, most companies offering a directory do not offer a networking event for hedge funds, private equity firms, CTA funds, real estate investment trust, investment banks, institutional consultants, and third party marketers to connect and communicate with family office professionals.

    3.) Buying a family offices directory that can only be accessed online. While this may be convenient in the beginning, this sort of access does not allow for you, as the buyer, to use the information therein to its full potential. Data available online can not easily be added to a CRM program or be shared between multiple team members if access is restricted to one user at a time.

    Moreover, if the company decides they no longer want to offer the service, you are left without the product you paid for. Buying a family offices directory that comes to you as a hard copy, or even better, an electronic copy, allows you to share the information with others on your team to utilize their skills and use the directory to its full potential. You are also able to use the information until you find it is no longer useful, not when the provider feels it is no longer useful to offer.

    Lastly, you do not have to pay to access the data, access that may be cut off at one point or another due to a subscription ending or data being moved. When you purchase a directory that is fully delivered, you do not have to worry about the information being taken away.

    Choosing a family office directory can be an expensive investment that requires you to really give it some thought and serious consideration in regards to you and your company’s needs. Do you need a directory that you can access whenever you need to? A directory that you can have open on 2 computers at once, or a directory that you can take with you on the plane where you may not have Internet access? Weigh your options and know that most companies ought to be transparent in the way they market their directory, the support they offer, and their policies. If something is unclear, simply email the company or firm to see if they can answer your questions; it is better to be safe than sorry.

    Want to learn more about raising capital from or working with family offices? Download our free e-book at http://FamilyOfficeReport.com

    or checkout our Family Office Directory at http://FamilyOffices.com

    Tags: Family Offices Directory, Directory of Family Offices, Buy a Family Office Directory, Buy a Family Offices Directory, excel directory of family offices

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