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Another helping hand never hurts.

Growing a mutual fund in this day and age can be a daunting task. With hundreds of thousands of funds out there, it can be nearly impossible to stand out and draw investors to your fund. 

Lessons in public speaking and interviewing abound, but do bear repeating.

Wednesday, 28 September 2016 16:21

Media Opportunities - Don't Miss the Boat

Positive media coverage on a regular basis can often be the silver bullet in your marketing effort. Earning such recognition on a regular basis attracts advisors and investors, strengthens distribution and builds your brand at a fraction of the cost of most other marketing efforts.

Including industry conferences in your annual marketing plan is a large financial commitment. The following are tips on how to work the event to make the most of your investment.

You’re a busy portfolio manager and your firm tells you to go through media training before you start talking with the media.  You may think, “Why?  I am smart and I know what I am doing. I just don’t have the time!  I have shareholders in need.”

Smile! You're on Candid Camera

Are you old enough to remember Allen Funt's Candid Camera? How about America's Funniest Home Videos? In either case, it's obvious that being caught "just being yourself" is not necessarily putting your best foot forward for the camera.

Communication, Communication, Communication

I’m an alternative energy company looking to make a name for myself now what am I supposed to do? COMMUNICATION IS KEY, especially for alternative energy companies. With so many misconceptions out there alternative energy companies need to focus on creating top notch communications, with their investors, reporters and lawmakers.

One of the conferences atop many investment professionals’ list is the annual Morningstar Investment Conference in Chicago, IL. This year’s event took place June 13-15 at McCormick Place and featured presentations from Vanguard, Franklin Templeton Investments, AQR Capital Management and others, including a comedic performance from SNL legend Darrell Hammond.

The Magic of Messaging and Media Training

Got a print interview or TV segment coming up? We can help you communicate confidently and effectively.

Beware, sharks are circling.

There’s an old saying you’ve probably heard, “There are two things you should never talk about-religion and politics.” The saying has hung around so long because it’s true. As a portfolio manager you might consider yourself to be a fine political guru-don’t.  

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