Category: In The News


Sondhelm Partners is Proud to Support the U.S. Olympic & Paralympic Foundation

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Founded in 1894 and headquartered in Colorado Springs, Colorado, the United States Olympic & Paralympic Committee serves as both the National Olympic Committee and National Paralympic Committee for the United States. The USOPC is focused on protecting, supporting and empowering America’s athletes, and is responsible for fielding U.S. teams for the Olympic, Paralympic, Youth Olympic, Pan American and Parapan American Games, and serving as the steward of the Olympic and Paralympic movements in the U.S.

For more information, visit here.

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Sierra IM Hires ex-TD Head as Part of Growth Push

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Skip Schweiss sets his sights on expanding product line-ups and manager alliances. Dan Sondhelm commented for this article.

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Jupiter Taps Janus Institutional Head to Lead US Efforts

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London-based firm plans to open New York office and grow NZS Capital relationship. Dan Sondhelm opined for the Fund Intelligence article.

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9 Easy Steps to Develop Your Strategic Plan in 30 Days

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If you were too busy dealing with the day-to-day minutiae and putting out fires instead of the mid-year distribution review, don’t worry. You still have time to kick start the year with a sound strategic plan to improve your growth strategy for the new year. Dan Sondhelm penned this guest blog for Synthesis Technology.

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5 Things You Should Do To Become a Thought Leader

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“Thought leader” is a term conferred upon you by others who view you as an authority or visionary. It’s not just about blogging. Dan Sondhelm interviewed with Yitzi Weiner of Authority Magazine for this article.

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New Business Opportunities for Boutique Asset Managers

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The largest asset managers aren’t the only ones partnering with other asset managers for growth. Boutique asset managers are doing it too, through acquisitions, fund adoptions and subadvisory. Dan Sondhelm sat down with Bill Hortz of the Institute for Innovation Development to discuss the trends for this NASDAQ article.

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Delta Variant Scrambles Return-to-Office Planning

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For many asset managers, Labor Day was supposed to mark the end of full-time remote work. But that may not be the case. Dan Sondhelm opined for this article in Ignites.

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Why This Bank Dealmaker Decided Less Control Was More

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Minority investor models allow both sides of a transaction to have skin in the game. Dan Sondhelm opined for this American Banker article.

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It’s Academic: Research Offers Exposure to Managers

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Producing academic research papers provides a unique opportunity for exposure and feedback for emerging managers, however, the resources and time needed to allocate to the managers can be a significant hurdle for smaller managers, according to experts on the topic. Dan Sondhelm opined for this in-depth article.

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Natixis Combines Customized Portfolio Arms Under Single Brand

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The move comes as large rivals ramp up their expertise in direct indexing and SMAs. Dan Sondhelm discussed why this is important in this Traditional Fund Intelligence article.

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In The News Archives - Page 2 of 29 - Sondhelm Partners