How to Ace the First Meeting with an Allocator: Zoom Edition

Posted August 25, 2020 by Dan Sondhelm

First impressions count. Asset managers finally scoring a meeting with an investment consultant or an asset owner aim to make sure things run as smoothly as possible. FundFire asked allocators and marketing consultants to share what they think asset managers should keep in mind to ace the virtual first meet. Dan Sondhelm opined for this article.