In The News Archives - Sondhelm Partners

Category: In The News

We’re Triple Nominees at the 2025 Hedgeweek US Awards

Posted July 24, 2025 by Dan Sondhelm

We’ve got some exciting news to share. Sondhelm Partners has been shortlisted for not one, not two, but three categories at this year’s Hedgeweek US Awards.

We’re honored to be recognized alongside some talented firms in the hedge fund marketing space:

Marketing Agency of the Year features Sondhelm Partners competing with Basis Point Group, Fund Marketing Group Ltd, Mischa Communications, Inc., and Ovis Creative.

For PR & Communications Firm of the Year, we’re shortlisted alongside Craft & Capital, Gasthalter & Co. LP, and Mischa Communications, Inc.

In Third-Party Marketing Firm of the Year, Sondhelm Partners joins Agecroft Partners, Basis Point Group, Boldwater Partners, Clearglass Capital Partners LLC, Stone Mountain Capital, and Thalēs Capital Partners LLC.

What Makes This Special

Here’s what caught our attention: we’re the only firm shortlisted across all three marketing categories. That feels pretty good and speaks to the breadth of what we do for our hedge fund clients.

Whether you’re working with us on brand strategy, handling your investor communications, or need specialized third-party marketing support, this recognition reflects the trust our clients place in us across the full marketing spectrum.

We’d Appreciate Your Support

The winners are decided by public vote from the Hedgeweek community, so if you know our work or believe in what we’re doing, we’d love your support.

Vote here

Voting closes: Friday, August 8th, 2025

Mark your calendar.

The awards ceremony happens on Thursday, October 9th at Convene on Park Avenue in New York, bringing together 150+ industry professionals for an evening of networking and celebration.

If you’ve worked with our team, seen what we do, or just believe in what we’re building here at Sondhelm Partners, we’d be grateful for your vote.

Thanks for being part of our journey. Here’s to pushing the boundaries of what marketing can do for alternative investment managers.

Good luck to all the shortlisted firms. The competition is fierce this year and it’s exciting to be part of such a talented group.

Voting is free and open to the entire Hedgeweek community.

Sondhelm Partners Makes Shortlist for Placement Agent of the Year

Posted July 15, 2025 by Dan Sondhelm

Sondhelm Partners has been shortlisted for Placement Agent of the Year at the Alternative Credit Awards 2025. The firm joins Stone Mountain Capital, Spartan Advisors, and Campbell Lutyens as the four finalists in this category.

The shortlist was announced on June 9 by Alternative Credit Investor‘s editorial team and independent judges who selected the finalists from the submissions received.

These awards recognize the fund managers, lenders, and service providers making the biggest impact in alternative credit. The shortlisting places Sondhelm Partners among the top placement agents recognized by the industry.

The winners will be announced at a ceremony on November 19, 2025, at the Royal Lancaster London. The event has become a key gathering for alternative credit professionals to network and celebrate the year’s achievements.

“Last year’s event was extremely popular, attracting the leading players in the sector, so I would encourage anyone wishing to attend to book their table early to avoid missing out,” said Alternative Credit Investor founder and editor-in-chief Suzie Neuwirth.

The ceremony brings together leading figures from across the alternative credit sector for one of the industry’s most important annual events.

More details about the awards are available on the dedicated awards website.

MSIM, Russell Top Midsize Managers Brand Rep List

Posted June 5, 2025 by Dan Sondhelm

Midsize fund managers face a brutal reality: they can’t match big firms’ marketing budgets, yet branding determines survival. Dan Sondhelm weighs in on this topic in Ignites. (subscription required)

Dixon Midland Website, Developed by Sondhelm Partners, Wins Best Investment Website Award in 2025 Internet Advertising Competition

Posted April 8, 2025 by Frank Serebrin

Sondhelm Partners is pleased to announce that a website it developed, www.dixonmidland.com, won the “Best Investment Website” award in the prestigious 2025 Internet Advertising Competition (IAC). The award is given by the Web Marketing Association (WMA).

“Dixon Midland is honored and humbled to have earned this distinguished award,” said Paul Furlow, Co-Founder and Co-President of Dixon Midland Company.

“Our website is dedicated to educating high-net-worth and institutional investors on how to potentially achieve above-market returns with below-market risk and low correlations,” said Aaron Mobarak, Co-Founder and Co-President.

“We seek to build better investments for investors in today’s uncertain world through a disciplined long-short equity strategy based on timeless investment principles and careful craftsmanship,” added Mr. Furlow.

“As partners, we developed the website to inform investors on investment principles and to showcase Dixon Midland’s unique perspective and expertise,” said Dan Sondhelm, CEO of Sondhelm Partners, a marketing and sales consultancy for asset managers. “A high-performing website is a key element of their overall growth strategy.”

Sondhelm Partners has a strong history of helping asset management firms create award-winning websites. Previously, Sondhelm Partners assisted Aurora Investment Counsel win WMA’s “Best Investment Website” in 2023; Liberty Street Funds win “Best Mutual Fund Website” in 2022; and F/m Investments win “Best Investment Website” and “Best Mutual Fund Website” in 2021.

The judges for this year’s WMA competition are expert professionals with knowledge of website design and content and have worked in the financial services, marketing, advertising, and high-technology industries.

Each website entry was judged on creativity, innovation, impact, design, copywriting, and memorability.

“These awards validate our commitment to helping clients attract and educate investors, build brands, and start conversations. I’m proud of what our team has accomplished,” said Dan Sondhelm.

Visit the IAC Winners Page for more information.

About the IAC Awards

The IAC Awards, created in 1999 by the WMA, is an annual program recognizing the best in online advertising and creativity. The WMA evaluates online advertising in multiple categories, including email, mobile apps, websites, social media, and video.

About Dixon Midland

Dixon Midland Company is a private asset management firm serving accredited high-net-worth individuals, registered investment advisors, and family offices. The company seeks to build better investments by focusing on delivering above-market returns with below-market risk and low correlations. Paul Furlow and Aaron Mobarak founded Dixon Midland Company in Chicago, Illinois, in 1997.

About Sondhelm Partners

Sondhelm Partners specializes in accelerating growth for select boutique asset managers globally. We amplify stories and expand assets under management. While our expertise assists firms of all sizes, we excel at identifying promising “hidden gems” among boutique mutual funds, ETFs, institutional firms, hedge funds, private equity, and real estate firms. Sondhelm serves wealth managers, investment banks, research firms, fintech companies, and industry service providers. This breadth of experience allows us to design strategies tailored to each client’s situation, challenges, and goals. Sondhelm Partners is a recognized leader in creating websites optimized for engagement, content delivery, and lead generation.

For More Information

For more information, please contact Dan Sondhelm, Sondhelm Partners, at (703) 752-1510 or dan@sondhelmpartners.com

Yoga Is the New Golf at Industry Conferences

Posted March 25, 2025 by Dan Sondhelm

Golf used to dominate industry conferences, but now conference goers are just as likely to pack their yoga mats as their golf clubs. And some conferences have gotten even more creative with the activities planned for attendees. Dan Sondhelm commented on the shift for Ignites.

Subscription required.

New Name, New Plan? Promoting SSGA ETF – Without ‘Apollo’

Posted March 4, 2025 by Dan Sondhelm

State Street Global Advisors may have to pivot its marketing strategy for its new private-credit ETF after agreeing to drop “Apollo” from its name. Ignites turned to Dan Sondhelm to discuss how this rebranding might affect investor perceptions and market positioning.

(Subscription required.)

A Win That Shows How Financial Communication Is Changing

Posted March 3, 2025 by Dan Sondhelm

The call caught me off guard. “Your firm won best Communications and PR firm at the Fund Intelligence Operations & Service Provider Awards 2025,” they said. After three decades of helping investment managers tell their stories, this recognition hit differently.

Not because we beat out bigger firms at the ceremony in New York this month. But because it validates what we’ve been saying about financial communication evolving. The old playbook of dense technical writing and market commentary no longer cuts it.

Our work with KraneShares shows what modern financial communication looks like. Their marketing head, Joe Dube, put it well: “Sondhelm helped us articulate our perspective on China and thematic investing in ways that truly connect with investors and advisors. They brought the industry knowledge and creative storytelling we needed to stand out.”

What Joe didn’t mention is how open his team was to breaking down complex ideas. That made all the difference. As our PR director, Milin Iyer, notes, “When a client understands the power of making sophisticated concepts digestible, our job as communicators becomes much more effective.”

We’ve found that investment managers are hungry for a different approach. They want partners who can help them cut through the noise. That means going beyond traditional PR to create authentic stories that resonate. It means building marketing programs that connect with the right audiences and drive growth. Most importantly, it means measuring what works.

The award ceremony at the Metropolitan Club marked a special moment for our team. But what matters more is seeing our clients succeed in an increasingly competitive marketplace. The real win comes when we help them build meaningful connections with their audiences.

Looking ahead, we’re doubling down on what works: helping investment managers tell clear, compelling stories. The industry is changing fast, and we’re excited to keep pushing boundaries with partners who share our vision.

Sondhelm Partners Nominated for 3 Hedgeweek European Awards

Posted February 21, 2025 by Dan Sondhelm

Sondhelm Partners is happy to announce that we’ve been nominated in three Hedgeweek European Awards 2025 categories. This recognition reflects our commitment to helping partners build brands and awareness of them. The categories we’ve been nominated in are:

Marketing Agency of the Year
PR and Communications Firm of the Year
Third-Party Marketing Firm of the Year.

Voting for the awards is through Friday, February 28, 2025.

Sondhelm Partners is asking clients and friends to visit the Hedgeweek Awards Website to vote. You will need to log in with your Facebook, Google, or LinkedIn account. For your vote to be verified, please put your full name and company name in the comment box for the first category you select. You can find this by clicking on Sondhelm Partners and ‘add comment’. You only need to do this once.

Voting for Sondhelm supports our team and helps shape industry standards for service providers.

Greek and Roman gods evoked fear, awe and envy. Their names now control trillions of dollars of your money.

Posted February 12, 2025 by Dan Sondhelm

Read more and see what else Dan had to say.

F/m Beefs Up ETF Roster with a New Dozen

Posted January 29, 2025 by Dan Sondhelm

F/m Investments launches 12 new ETF strategies. With Intelligence turned to Dan Sondhelm for insights on the ambitious move into specialized fixed-income and small-cap markets.