News/Library
Taking Care of Business: What Family Offices Need Emerging Managers To Tell Them
Advising what to address when talking with sophisticated investors about the second of two risks they are always weighing when conducting due diligence on your investment offering and firm.
Asset Raising Insights column – MAIN - July 2026
Six Summertime Steps To Soup Up Your Fundraising Abilities By Fall
We recommend actions to take to become better prepared for asset raising come Labor Day to win allocations from sophisticated…
Asset Raising Insights column – MAIN - June 2026
What Your Pitchbook Isn’t Doing For Your Fundraising
Here we reveal why you shouldn't bet your asset raising success on your pitchbook as it is unable to overcome…
Asset Raising Insights column – MAIN - May 2026
Does Your Fund Suffer Under The Top Criticism Of Investors And Consultants?
We reveal how to run a quick evaluation of your firm's marketing content to test how differentiated you appear to…
Asset Raising Insights column – MAIN - April 2026
Is Your Fund Offering Branded Or Commoditized?
Learn how ‘Branding’ in the portfolio management business is not what most investment firm owners think it is. Here the…
Asset Raising Insights column – MAIN - March 2026
Can You Tell Your Three Types Of Prospective Investors Apart?
We reveal an asset raising correlation / causality assumption error that emerging managers often make, and recommends a new way…
Asset Raising Insights column – MAIN - February 2026
Asset Raising Beyond Your Friends & Family
A portfolio manager’s second most important job is revealed, and insights are shared about the two investor allocation risks that…
Asset Raising Insights column – MAIN - January 2026
What 1100, 6 & 500 Have To Do With You Winning New Allocations
We report allocators' fund vetting comments and offer three tips to make yourself more compelling than your competition.
Emerging Manager Monthly - December 2025
Investors Want Managers’ Writings — Are Yours Worthy?
We share how a CIO’s attempts to become a thought leader can fail, and how to begin building your firm's…
Emerging Manager Monthly - November 2025
Is Your In-person Fund Pitch Coming Across Like The Spanish Inquisition?
We address mistakes portfolio managers must avoid in making their in-person presentations, and what to do instead to be better…
Marketing To Sophisticated Investors column – Harvest Exchange - October 2025
Marketing An Emerging Manager’s Most Valuable Differentiator
We offer three questions a firm should ask itself and recommend three actions to take.
Emerging Manager Monthly - September 2025
Using Your Fund’s Risk Management Communications To Win Asset Allocations
We address how portfolio managers should communicate strategy implementation of risk management protocols to differentiate their funds.
Marketing To Sophisticated Investors column – Harvest Exchange - September 2025
When Your Service Provider Selection Can Create Asset Raising Problems
We address how emerging managers can unintentionally turn off prospective investors due to a potential 'tread water' / runway issue.