Sondhelm Partners is the premier provider of integrated distribution, marketing, and public relations for the asset management industry
“We want to buy mutual funds to grow AUM or sell our funds to a firm with stronger distribution.”
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Insights
5 Steps to Prepare for the Founder’s Death
February 17, 2020
As uncomfortable as it may seem, now is the time to plan for such an event - while everyone is thinking rationally, and there is time to consider all contingencies.
4 Ways to Transform Your Sales and Marketing Culture
February 10, 2020
Investing in tactics can help, but your firm will be better off by encouraging greater flexibility and participation among those who can play a more effective role in delivering your message to the marketplace. Here are four suggestions to start this process.
Is HR on the line?’: Gatekeepers best and worst manager meetings
February 03, 2020
Citywire highlights it’s top Q&As in 2019, in which eight gatekeepers recount their best and worst investor interviews, from overconfident PMs to preposterous historical returns. This is my favorite column in Citywire.
In The News
5 Steps to Prepare for the Founder’s Death
February 19, 2020
As uncomfortable as it may seem, now is the time to plan for such an event - while everyone is thinking rationally, and there is time to consider all contingencies. As published on Iris.
Sondhelm Partners is proud to support the Kennedy Center for Performing Arts
February 19, 2020
Center hosts thousands of performances by the greatest artists from across the world.
How Smaller Hedge, Private Equity Funds Can Raise Capital When a Capital Raise is Premature
February 17, 2020
Smaller hedge and private equity funds often are run by money managers, not marketers. They want to grow but they struggle for investor dollar because of short track-records, not enough assets and limited reputations. Traditional third-party sales firms won’t represent them, yet. For now, use these marketing strategies to get noticed. As contributed to the 3pm marketing blog.
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