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.
Activist investing, once a niche within hedge fund firms, has increasingly seen long-only managers join the field. Dan Sondhelm opined for this Pensions and Investments article.
The firm set rock-bottom fees for new buffer ETFs by entering the asset class and offering rock-bottom prices. Dan Sondhelm opined for this Traditional Fund Intelligence article.
It can be challenging for boutique hedge fund managers to jump from personal capital to institutional investors, but it doesn’t need to be. Dan Sondhelm sat down with Hedgeweek to discuss common pitfalls and practical strategies to ease this transition.
Sondhelm Partners today announced that it has been recognized as the Best Third-Party Marketing Firm in the Hedgeweek US Emerging Manager Awards for 2023.
Sondhelm Partners also won the Hedgeweek US Awards for 2022 in the Best Third-Party Marketing Firm category.
The annual Hedgeweek Emerging Manager US Awards recognize excellence among service providers and fund managers in the United States. The service provider categories, which include Best Third-Party Marketing Firm, span all the key areas of the broader hedge fund industry.
Hedgeweek is a highly respected leading source of news, features, and information on the hedge fund industry. Its range of analysis, curated events, and data help inform, educate, and encourage collaboration between asset managers, allocators, and service providers.
“We are thrilled to win a prestigious Hedgeweek award for the second year in a row,” said Sondhelm Partners CEO Dan Sondhelm. “We thank Hedgeweek for the recognition and the hedge fund industry for the confidence.”
“We also want to thank our clients for working with us, our strategic partners for their trust and collaboration, and our relationships – investors, intermediaries, and journalists – who are interested in unique investment opportunities in the boutique asset manager universe, said Sondhelm. “I want to thank my team for their experience, commitment, and tenacity in working with clients. This has been key to earning this recognition.”
“Sondhelm Partners is a well-deserved winner in the third-party marketing category,” said a Hedgeweek spokesperson. “Operating in a highly competitive space, Sondhelm has demonstrated real skill, judgment, and tenacity in representing client interests and asset raising during a tough time for the hedge fund space – this accolade is richly deserved.”
The competition among service providers was based on a nationwide survey of more than 100 investment fund managers and other key industry participants. Almost 16,000 votes were cast, with 45% of those coming from managers, 18% from allocators, and 37% from service providers.
Voting for the awards was conducted via an online poll of Hedgeweek users. Participants were asked to choose from the shortlisted firms in each category.
Firms nominated to the Best Third-Party Marketing Category, in addition to Sondhelm Partners, include Agecroft Partners, Clearglass Capital Partners, PJT Park Hill, and Profor Advisors.
“Gone are the days where you build a hedge fund, and investors will find you, especially if you are a better money manager than a marketer,” said Sondhelm. “It is important to look the part of a serious hedge fund and do the right things consistently to get your story to the right investors.”
Winners of the Hedgeweek Emerging Manager US Awards attended a Reception for Fund Managers, Allocators, and Service Providers last night at Convene in New York City. Hedgeweek also hosted its annual Hedge Fund US Emerging Manager Summit.
ABOUT SONDHELM PARTNERS
Sondhelm Partners helps boutique and name-brand asset managers globally focus on growth. Many of our clients are hidden gems, companies brimming with potential that may not yet be in the investor spotlight. By helping them to tell their unique stories effectively, we make these companies shine brighter in the market. Our guidance enables these companies to attract investors, enhance credibility, and establish strong brands. Our work bridges the gap between potential and recognition, transforming promising companies into notable market successes.
We have a track record of successfully raising billions of dollars of capital for clients from financial advisors, institutional investors, and other audiences. Our efforts have won multiple industry awards. We leverage our industry knowledge, experience, and relationships to provide expert marketing, public relations, sales, and strategic partnership solutions.
We work with a wide range of financial services clients, including retail asset managers such as mutual funds and ETFs; institutional asset managers; alternative asset managers such as hedge funds, private equity, credit, and real estate funds; wealth managers and RIAs; investment banks and research firms; fintech companies; and industry service providers.
Dan Sondhelm, who founded the boutique firm in 2016, frequently contributes to and interviews with the financial news media, such as FundFire, Ignites, Traditional Fund Intelligence, MFWire.com, Business Insider, Reuters, Nasdaq, and Advisorpedia, among others. He also presents at or moderates industry conferences and webinars and speaks on-site and virtually to industry boards of directors.
FOR MORE INFORMATION
For more information, please contact Dan Sondhelm, CEO of Sondhelm Partners, at 703-597-3863 or dan@sondhelmpartners.com, or visit www.sondhelmpartners.com.
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.
Connect
