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State Street filed for five new high-yield bond ETFs without its signature SPDR brand, creating “smart positioning opportunities” for distinct brand identities, Dan Sondhelm told Ignites.
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Sondhelm Partners has been named a finalist in the Firm Award – Public Relations Campaigns category for the ThinkAdvisor 2025 Luminaries Awards.
The recognition is for for two campaigns with KraneShares this year. The first promoted China’s market comeback. The second launched the KraneShares Global Humanoid and Embodied Intelligence ETF (KOID) over the summer. Both campaigns landed coverage in CNBC, Fox Business, Barron’s, WSJ, and other national outlets.
“Our team knows how to translate complex investment stories into coverage that resonates,” said Dan Sondhelm, CEO of Sondhelm Partners. “Working with partners like KraneShares who trust us to push boundaries makes campaigns like this possible.”
“This year’s finalists stand out for their leadership, innovation, and dedication to creating lasting, positive impact,” said Janet Levaux, editor-in-chief of ThinkAdvisor.
We’re up against Lyceus Group, Certified Financial Planner Board of Standards Center for Financial Planning, Gregory, and Greenrose Communications in the Public Relations Campaigns category.
ThinkAdvisor’s Luminaries Awards are in their fifth year. This year saw record participation. The awards recognize firms and individuals driving innovation in financial services. An independent panel picks the winners, who’ll be announced December 4, 2025, at the New York Hilton Midtown.
You can see the complete list of finalists on the ThinkAdvisor Luminaries Awards page.
Sondhelm Partners helps boutique asset and wealth managers attract investors and build brands through marketing, public relations, sales enablement, and strategic partnerships.
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We have news to share. After being shortlisted in three categories, Sondhelm Partners took home the award for Third-Party Marketing Firm of the Year at the 2025 Hedgeweek US Awards.
This year’s competition was competitive. Over 8,000 votes poured in across all service provider categories, showing how engaged our industry community is. To come out on top in that environment is meaningful.
Earlier this year, we shared that Sondhelm Partners had been shortlisted across three categories – something no other firm achieved:
Being the only firm recognized across all three marketing categories told us something about the breadth of what we deliver for hedge fund clients. Winning in third-party marketing validates the specialized expertise we’ve built in this space.
This award reflects the trust our clients place in us when they need results that go beyond traditional marketing approaches. Third-party marketing requires a different skill set – deeper industry relationships, nuanced messaging strategies, and the ability to represent fund managers authentically to institutional investors.
The 8,000+ votes cast this year show how seriously our industry takes these recognition programs. To earn this win in such a competitive field is important to our team.
To everyone who voted, worked with us, or supported our journey – thank you. Your confidence in what we’re building drives us to keep pushing boundaries in alternative investment marketing.
Last night’s awards ceremony at Convene on Park Avenue brought together 150+ industry professionals for networking and celebration. The shared commitment to excellence reinforced why events like these matter.
Congratulations to all the winners and shortlisted firms. The talent level across every category was strong, and we’re honored to be part of this community.
If you’re a hedge fund or alternative investment manager looking to expand your reach, we’d like to talk. Set up a strategy session and let’s explore what’s possible.
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Simple technical fixes can transform financial advisors’ online visibility in AI search engines, but most remain invisible due to basic oversights. Dan Sondhelm opined for Financial Planning. Read on.
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T. Rowe Price’s Theresa McLaughlin exited in June, just months before the firm’s active ETF brand push. Dan Sondhelm shares insights in Ignites.
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Most RIAs obsess over investment performance while wealthy prospects lose sleep over completely different problems—the disconnect is killing growth. Dan Sondhelm shares insights in Financial Advisor Magazine.
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When your existing products hemorrhage assets, most firms retreat. VanEck is doing the opposite, doubling down with a bold new approach that could reshape everything. Dan Sondhelm weighs in on this topic in With Intelligence. (Subscription required.)
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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.
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.
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.
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.
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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.
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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)
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