Category: In The News


10 Ways to Work from Home

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Our own Milin Iyer shares with TheStreet how Sondhelm Partners has been using technology for stronger internal and client communications and is helping asset managers raise the bar with clients and prospects as well.

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Expect More Small Managers to Shutter over the Coming Months

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Small managers face new challenges now that the bull market has come to an end, and many will likely search for a strategic partner or close their doors as pressure builds. Dan Sondhelm shared his insight with FundFire for this article.

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Forced to do business online, fund groups adapt digital marketing strategies during pandemic

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With the emergence of social distancing and limitations on gatherings industry watchers say money managers must get creative with outreach, education. Dan Sondhelm shared this thoughts with Fund Intelligence.

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JP Morgan Scrutinized by Pension Client after Reports of Race Discrimination

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The Kansas City Public School Retirement System questioned its relationship with its longtime asset manager, JP Morgan after a New York Times article revealed incidents of racism, but ultimately decided to take no action. The manager could have lost a large account. Dan Sondhelm commented in this FundFire article.

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Managers Crowd into Private Credit to Capture Slice of Growing Market

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Asset management firms are bolstering their private credit capabilities as they seek to capture institutional investors moving money to the asset class. What are the top considerations for marketers? Dan Sondhelm commented for this story in Fund Fire.

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Stanford CIO Has Cut Ties with Close to 90% of Third-Party Managers

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University endowments have been making wholesale changes to the managers to their investments lately. Why now? And how do you protect yourself from a sudden loss? Dan Sondhelm was part of this Fund Fire article.

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Plain-Speaking the Financial Language of Retail Investors

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Portfolio managers and analysts generally feel most comfortable interacting with highly sophisticated institutional consultants and wealth managers who are well versed in the highly technical and jargon-laded lingua franca of the investment world. As published on Nasdaq.

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5 Steps to Prepare for the Founder’s Death

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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.

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Sondhelm Partners is proud to support the Kennedy Center for Performing Arts

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The John F. Kennedy Center for the Performing Arts is America’s living memorial to President Kennedy. It is the nation’s busiest performing arts facility: each year the Center’s seven theaters host approximately 2,000 performances. The Kennedy Center presents the greatest performers and performances of music, dance and theater, supports artists in the creation of new work; and serves the nation as a leader in arts education.

Each season, Kennedy Center performances attract audiences of nearly two million, and an additional 20 million attend touring productions or tune into Center-related television, Internet, or radio broadcasts. With more than 80% of the Center’s operating income received from earned and contributed income, the need for corporate support is great.

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How Smaller Hedge, Private Equity Funds Can Raise Capital When a Capital Raise is Premature

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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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In The News Archives - Sondhelm Partners