Category: In The News


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 Advisorpedia.

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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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AllianzGI reshuffles marketing, distribution leadership

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The $605 billion fund manager is hiring a US marketing head after adding dedicated RIA, Latin American sales channel. Dan Sondhelm shared his thoughts for the article.

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How do startup ETFs clear distribution hurdles?

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Platform space for boutique firms crucial to keeping industry innovative, executives say.

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Six Strategies to Strengthen Your Digital Marketing

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The results your digital marketing program delivers are only as good as the quality of your content and the relevancy of the people you’re trying to reach. As published on Advisorpedia.

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6 Strategies to Strengthen Your Digital Marketing

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The results your digital marketing program delivers are only as good as the quality of your content and the relevancy of the people you’re trying to reach. Picked up on Nasdaq.

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Three Game Changers for Financial Advisors in 2020

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With the enforcement of Regulation Best Interest, this year will be a pivotal year for advisors concerned about thriving or just surviving. As published on Advisorpedia.

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In The News Archives - Page 26 of 43 - Sondhelm Partners