We are thrilled to announce that Sondhelm Partners has won the Best Placement Agent Award, as voted on by industry peers, at this year’s Institutional Asset Manager Awards hosted by Chandler Publishing. In addition, we were finalists for Best Third-Party Marketing Firm and Best PR & Communications Firm.
All three categories reflect our commitment to integrating sales and marketing solutions for boutique asset managers. Managers deserve access to brand-building and results-driven capital-raising support regardless of AUM size.
Dan Sondhelm, CEO of Sondhelm Partners, said: “These awards validate our commitment to helping clients attract investors, start conversations, and build brands. I’m proud of what our team has accomplished this past year.”
“We thank our team, clients, partners, investors, and journalists who cover the industry. Your continued support allows us to connect selective investors with promising investment opportunities,” said Sondhelm.
“Congratulations to Sondhelm Partners on their win and nominations in this year’s awards,” said Beverly Chandler, managing editor at Chandler Publishing. “It’s firms like Sondhelm that exemplify the client-focused approach, innovative thinking, and excellence in service delivery that these awards aim to recognize. We’re thrilled to see boutique specialists like Sondhelm receiving industry-wide validation through our program.”
Congratulations to all this year’s worthy winners and finalists. The industry should be proud of the innovation and success on display at the 2023 Institutional Asset Manager Awards.
Are you struggling to raise capital or establish your brand? Visit www.sondhelmpartners.com to see how our award-winning solutions can help boutique asset managers overcome obstacles and accelerate growth.
Asset managers have ramped up the number of days employees must enter the office. But, some company executives are relaxing those in-office policies to allow employees to work remotely for the holiday season. Dan Sondhelm opined on the trend for Ignites.
The artificial intelligence application Saifr uses natural language processing to help portfolio managers, sales, and other staff review public-facing communication. Dan Sondhelm opined on how asset managers are using AI for this Chief Investment Officer article.
Retains Best Third-Party Marketing Firm Title and Clinches Third Place in Best PR & Marketing Firm Category
New York, NY — October 30, 2023 — Sondhelm Partners, a leader in helping boutique asset managers raise capital and build brands, proudly announces its latest triumphs at the Hedgeweek US Awards 2023. Building on its 2022 title, the firm successfully defended its Best Third-Party Marketing Firm accolade. Additionally, Sondhelm Partners clinched a strong third place in the Best PR & Marketing Firm category. The firm won Hedgeweek’s Emerging Manager Awards in the Best Third-Party Marketing category earlier this year.
The annual Hedgeweek US Awards commend excellence among service providers and fund managers in the United States. Spanning all the key areas of the broader hedge fund industry, the service provider categories include Best Third-Party Marketing Firm and Best PR & Marketing Firm.
Hedgeweek is a premier source of news, features, and information in the hedge fund industry. Its comprehensive range of analysis, curated events, and data aims to inform, educate, and foster collaboration between asset managers, allocators, and service providers.
“Navigating capital raising and brand building stands as formidable challenges for many hedge fund managers,”said Dan Sondhelm, CEO of Sondhelm Partners. “Hedgeweek’s recent survey echoes this sentiment, revealing that 82% of emerging managers and 62% of all hedge fund managers find this their most difficult task. We’re pleased to offer strategic guidance in this complex terrain, easing the path for our clients.”
“This accolade is a joint effort of sorts,” continued Sondhelm. “It’s a testament to our devoted team, our supportive strategic partners, our clients who have invested their trust in us, and the broader community of investors and journalists who engage with unique investment opportunities.”
Sondhelm Partners grabbed 19.5% of the vote among nine firms in the Best Third-Party Marketing Firm category. The firm faced formidable competitors like Agecroft Partners, Boldwater Partners, Clearglass Capital Partners, Crawford Ventures, Eureka Capital Partners, First Avenue, PJT Park Hill, and The Far Hills Group.
In the Best PR & Marketing Firm category, Sondhelm Partners placed third and claimed 13% of the vote for the eight shortlisted firms. The firm competed against notable names such as BackBay Communications, EXT Marketing, Gasthalter & Co., Peaks Strategies, Peregrine Communications, Prosek Partners, and Vested.
“The Hedgeweek US Awards is a rigorous evaluation of service providers for hedge funds, underscoring the significance of each win,” according to a Hedgeweek spokesperson. “Sondhelm Partners’ achievements in the Third-Party Marketing and PR & Marketing categories exemplify the competence and competitiveness we seek to recognize, making them most deserving of these honors.”
A Winners Reception was held for fund managers, investors, allocators, and service providers at The Penn Club, New York.
About Sondhelm Partners
Sondhelm Partners is an award-winning firm that helps boutiques and established asset managers globally focus on growth. Many of our clients are hidden gems, full of potential yet not in the investor spotlight. By aiding them in telling their unique stories, we enhance their market presence. Our guidance helps attract investors, enhance credibility, and build strong brands, bridging the gap between potential and recognition and turning promising companies into notable market successes.
We have a history of successfully raising capital for clients from financial advisors, institutional investors, and other audiences. We leverage our industry knowledge to provide expert marketing, public relations, sales, and strategic partnership solutions.
We work with various financial services client types, including retail asset managers such as mutual funds and ETFs; institutional managers; alternative managers like hedge funds, private equity, and real estate funds; wealth managers and RIAs; fintech companies; and industry service providers.
Dan Sondhelm founded the boutique firm in 2016 and frequently contributes to financial news media, such as FundFire, Ignites, Traditional Fund Intelligence, MFWire.com, Business Insider, Reuters, and Nasdaq. He presents at industry conferences and webinars and speaks to industry boards of directors.
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.
We are pleased to announce that Sondhelm Partners has been shortlisted in three categories related to brand building and capital raising at this year’s Institutional Asset Manager Awards. Hosted by Chandler Publishing, a leading name in financial publishing, these Europe-based awards recognize our commitment to supporting the growth of our clients.
This Year’s Shortlist
We have been shortlisted for:
Best PR & Communications Firm
Best Third-Party Marketing Firm
Best Placement Agent
The Competitive Landscape
We are competing against well-respected firms. In the PR & Communications category, our contenders include Cornerstone, Craft & Capital, Lyceus Group, and Hydra Strategy. The Placement Agent category places us alongside Stone Mountain Capital and VCP Apex. For the Third-Party Marketing award, we are pitted against Castle Hill Partners, Chartered Developments, and FundRock.
Your Support Is Crucial
We humbly request your support in voting for Sondhelm Partners. It takes merely a minute to cast your vote, and you can do so at this link. We are listed under survey questions 4, 5, and 6. Voting will close on October 20, 2023.
Acknowledgments
We extend our deepest gratitude to our dedicated team, esteemed clients, strategic partners, investors, and the journalists who cover the industry.
Good Luck to All Shortlisted Firms
We wish the best of luck to all firms that have been shortlisted. The competition is robust, and being considered among such reputable organizations is an honor. The winners will be recognized at an exclusive ceremony. Further details will follow.
Thank you for your continued support.
Dan Sondhelm
Did you miss the live GAMMA webinar on AI trends shaping the asset management industry? Don’t worry; the full replay is now available for viewing. The session features insights from Daniel Satchkov of RiXtrema and is moderated by Dan Sondhelm. The webinar dissects the latest advancements in AI technology, its role in asset management, and how it’s revolutionizing strategies for growth. It’s a must-watch for asset managers looking to stay ahead in this evolving landscape.
“This award recognizes Lawson Kroeker Investment Management as a leader in marketing and communications for wealth management firms,” said Tom Sudyka Jr., CFA®, Partner and Portfolio Manager. “We are proud to educate investors with our content about retirement, tax, estate planning, and other issues important for our client’s long-term financial success.”
According to Adam Yale, Partner and Portfolio Manager of Lawson Kroeker, “We are committed to engaging with investors through timely content and digital marketing strategies. Clear, relevant communication helps us better serve our clients.”
Lawson Kroeker’s website was developed, designed, and managed by Sondhelm Partners. The website is a central element of Lawson Kroeker’s strategy to build trust with and educate clients.
According to Dan Sondhelm, CEO of Sondhelm Partners, “Lawson Kroeker is building on their long-term strategic plan to gain visibility for their wealth management and investment management expertise,” said Sondhelm. “This award validates their efforts.”
The Web Marketing Association, Inc. is an independent organization founded to evaluate and recognize the standard of excellence on the World Wide Web. The WebAward Competition is the premier annual contest for web developers and marketers.
Judging criteria for the award included website design, innovation, content, technology, interactivity, copywriting, and ease of use. Websites were judged by an elite group of advertising, financial, and corporate industry professionals who understand best practices for website strategies. These industry experts volunteered their time to help raise the standard of excellence of website development. The Web Marketing Association acknowledges their contributions.
About Lawson Kroeker
Lawson Kroeker Investment Management, founded in Omaha, Nebraska, is a third-generation wealth management firm that helps a select group of high-net-worth clients achieve their life goals by providing investment advice and building custom investment solutions.
Lawson Kroeker provides a broad, thoughtful, prudent, and ongoing financial roadmap tailored to each client. We focus on and understand each client’s risk tolerance and needs—growth, capital preservation, tax mitigation, or special situations. The firm also helps clients with trust and estate management and philanthropy services.
About Sondhelm Partners
Sondhelm Partners specializes in helping boutique and name-brand asset managers worldwide with good stories to tell and want to grow. Inspired by the concept of discovering treasures, Sondhelm Partners helps hidden gem clients attract investors, strengthen credibility, and build brands through marketing, public relations, sales, and strategic partnership services. Founded in 2016, Sondhelm develops high-performing websites that generate new leads, visitor engagement, and actionable analytics that can be integrated with other digital and traditional sales and marketing activities.
Sondhelm Partners collaborated on another award-winning website. This time, Lawson Kroeker Investment Management won the “Best Mutual Fund Website” award for its emphasis on timely content and education. Uncover the story behind this accolade.
In an interview with Bill Hortz, Founder of the Institute for Innovative Development, for NASDAQ, Dan Sondhelm unpacks “Virtual Distribution,” a transformative strategy for fine-tuning marketing channels to amplify AUM growth, navigate the noise, and achieve results.
Exciting News! Sondhelm Partners has been nominated in two categories for raising capital and building brands at the Hedgeweek US Awards 2023. We are in the running for the Best PR & Marketing Firm and Best Third-Party Marketing Firm.
Last year, we won the Best Third-Party Marketing category, and now we have an opportunity to be recognized in both categories.
The Hedgeweek US Awards recognize outstanding performance in the industry. The nominees are selected based on a comprehensive survey involving more than 500 fund managers and key industry participants.
Sondhelm Partners faces tough competition in the Best PR and Marketing Firm category, with notable firms like BackBay Communications, EXT Marketing, Gasthalter & Co, Peaks Strategies, Peregrine Communications, Prosek Partners, and Vested also nominated.
In the Best Third-Party Marketing Firm category, we are up against strong contenders, including Agecroft Partners, Boldwater Partners, Clearglass Capital Partners, Crawford Ventures, Eureka Capital Partners, First Avenue, PJT Park Hill, and The Far Hills Group.
Please show your support by voting for Sondhelm Partners on the Hedgeweek Awards website, service provider categories #42 and 54, before September 1, 2023. The winners will be celebrated at an exclusive ceremony and networking event on October 27th, 2023, at the Penn Club of New York.
Join us in wishing Sondhelm Partners the best of luck, and hope we bring home the awards again this year! Good luck to all the nominees.
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