Category: In The News


Should Sales and Marketing be ‘One’

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It is an age-old debate. Which team is the most important – marketing or sales? What drives results – marketing or sales? Should marketing and sales co-exist? Dan Sondhelm opined for this article by Sandra Powers in Emerging Manager Monthly.

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A Clear Investment Story Paves the Way for Successful Fundraising

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In a crowded market where fund-raising is challenging, hedge fund managers need to make sure they are clearly articulating their investment story through verbal and written communications. Dan Sondhelm shared his latest contribution with Hedgeweek.

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The 10 Best-Selling Active Fund Shops of 2022

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Only about half of sponsors had positive net sales of their active mutual funds in 2022, new data shows. Of those companies, only eight had more than $10 billion in assets. The best-selling active fund shops of 2022 were either boutique or specialized managers. Dan Sondhelm opined for this Ignites article.

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With Intelligence: Sondhelm Partners is Shortlisted in the Best Communications and PR Firm Category

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Sondhelm Partners is proud to announce we have been shortlisted in the With Intelligence Fund Operations and Services Awards 2023 in the Best Communications and PR Firm Category. The competition recognizes and rewards fund service providers who have demonstrated exceptional client service, innovative product development, and strong and sustainable business growth over the past 12 months.

In addition to Sondhelm Partners, the shortlist in the Communications and PR Firm Category includes BackBay Communications, JConnelly, Lyceus Group, MacMillan Sullivan Communications, Mischa Communications, and Polisi Jones Communications.

There are 34 categories from the following areas: Overall, Administration, Back/Middle Office, Compliance/Legal, Data, DE&I, Front Office, and Trading.

The rigorous judging process, based on the views of a panel of leading industry experts, ensures that the Awards recognize those driving up service standards across the sector and standing out from the crowd.

Over the last two decades, the Awards have developed into a must-attend event where the industry gather in style to acknowledge and celebrate each other’s accomplishments. This year is no different – the black-tie ceremony will take place on February 16 at one of New York’s most impressive venues, the Metropolitan Club.

Congratulations to all the shortlisted firms. Stay tuned to learn who will win this year. Visit the competition page for more information.

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Six Key Issues International Asset Managers Must Consider Before Breaking Ground in the U.S.

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Is your firm thinking about setting up shop in the U.S? Here are six key issues you need to consider before you make your move, as published in Nasdaq.

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Dan Sondhelm to Judge With Intelligence Private Asset Management Awards 2023

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Sondhelm Partners is proud to announce Dan Sondhelm will be one the judges for the With Intelligence Private Asset Management Awards 2023. This competition recognizes the best of the private wealth management industry to showcase their accomplishments. Winning a Private Asset Management Award is a true seal of approval.
Wealth managers can nominate their firms now. The black-tie Awards ceremony will take place February 9, 2023 in New York City. For more information, visit the event website.

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Hedgeweek Names Sondhelm Partners Best Third-Party Marketing Firm in United States for 2022

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Sondhelm Partners today announced that it has been recognized as the best third-party marketing firm in the United States for 2022 by Hedgeweek.

The annual Hedgeweek US Awards recognize excellence among service providers and fund managers in the United States. The service provider categories, including Best Third-Party Marketing Firm, span all the key areas of the broader hedge fund industry ecosystem.

Hedgeweek is highly respected as the leading sources of news, features, and information on the hedge fund industry. Its range of analysis, curated events and data-sets serve to inform, educate, and encourage collaboration between managers, allocators, and service providers.

“We are thrilled to win this prestigious award. We would like to thank Hedgeweek for the recognition and the hedge fund industry for the votes,” said CEO Dan Sondhelm. “We also want to thank our clients for working with us, our strategic partners for their trust and collaboration, and our relationships – such as investors, intermediaries, and journalists – who want to learn about unique investment opportunities.”

“Sondhelm Partners is a well-deserved winner in the third-party marketing category,” said a Hedgeweek spokesperson. “Operating in a highly competitive space, Sondhelm has demonstrated real skill, judgement, and tenacity in representing client interests and asset raising during a tough time for the hedge fund space – this accolade is richly deserved.”

The competition among service providers was based on a nationwide survey of more than 500 investment fund managers and other key industry participants. Firms shortlisted in the Best Third-Party Marketing Category, in addition to Sondhelm Partners, included Crawford Ventures, Agecroft Partners, and Eureka Capital Partners.

Voting for the awards was conducted via an online poll of the Hedgeweek userbase. Participants were asked to make their choice among shortlisted firms in each category.

“Gone are the days where you build a hedge fund and investors will find you, especially if you are a better money manager than marketer,” said Sondhelm. “It is important to look the part of a serious hedge fund and do the right things consistently to get your story to the right investors.”

Winners of the Hedgeweek US Awards attended an exclusive ceremony and networking event at the University Club of New York City on October 27, 2022.

ABOUT SONDHELM PARTNERS
Sondhelm Partners helps asset managers worldwide who have good stories to tell and want to grow. We help hidden gem and name brand clients attract investors, strengthen credibility, and build brands. We have a track record of successfully raising billions of dollars of capital for clients from financial advisors, institutional investors, and other audiences. Our efforts have won multiple industry awards.

We work with a wide range of financial services clients including traditional retail and institutional asset managers such as mutual funds and ETFs; alternative asset managers such as hedge funds, private equity, credit, and real estate funds; wealth managers and RIAs; investment banks and research firms; fintech companies; and industry service providers.

Leveraging our deep industry knowledge, experience, and relationships, we provide marketing, public relations, sales, and strategic partnership solutions.

Dan Sondhelm founded the boutique firm in 2016. Sondhelm frequently contributes to and interviews with the financial news media, such as FundFire, Ignites, Traditional Fund Intelligence, MFWire.com, Business Insider, Reuters, Nasdaq, Advisorpedia, among other publications, presents or moderates at industry conferences and webinars, and speaks on-site and virtually to industry boards of directors.

FOR MORE INFORMATION
For more information, please contact: Dan Sondhelm, CEO, Sondhelm Partners at 703-597-3863 or dan@sondhelmpartners.com.

Securities offered through Compass Securities Corporation member FINRA/SIPC 50 Braintree Hill Park, Suite 105, Braintree, MA 02184 (781) 535-6083 fax (781) 535-6084

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GAMMA: Dan Sondhelm to Speak on Marketing Best Practices Panel

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As part of the GAMMA GAMES 2022 educational series of webinars, Dan Sondhelm will speak on a panel at an industry webinar focusing on best practices in marketing for investment management. Topics will include stronger sales through brand development, digital marketing, public relations, and more.

Panelists include:

• Dan Sondhelm, Sondhelm Partners
• Dan Quinn, Blue Horizon Software
• Stewart Dier, Dier Associates

The webinar will be moderated by Trisha Sandoz, IMSS.

This webinar will be held on November 22, 2022 at 10am ET.

Other webinars in the GAMMA GAMES 2022 series include compliance, business management, and sales.

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Shops Must Make Brand Pop During Market Slowdown

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The fund industry is dominated by four shops, data shows. Smaller firms can use thought leadership and other communications to build their brands, analysts say. Dan Sondhelm opined for this Ignites article.

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Sondhelm Partners Contributes to American Red Cross – Hurricane Ian

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The American Red Cross is working to provide food, shelter and comfort for people facing the heartbreaking devastation left behind by this massive storm. For more information, visit the American Red Cross.

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In The News Archives - Sondhelm Partners