November 09, 2021
Dan Sondhelm collaborated with UMB Fund Services on a webinar focusing on growth strategies for asset managers. With other industry leaders, Dan moderated a conversation on managing growth as we come out of the pandemic including M&A, subadvisory, digital marketing, and public relations.
October 19, 2021
Sondhelm Partners collaborated with Ultimus Fund Solutions on a webinar entitled, “Growing strategically through mergers, fund acquisitions, subadvisory and lift outs.” Dan Sondhelm discussed why asset managers have embraced this growth strategy and the current trends to help you be part of stronger opportunities. This webinar was exclusively for clients of Ultimus Fund Solutions.
December 21, 2020
Dan Sondhelm presented at the Third Party Marketers (3PM) webinar “How to Strengthen your 2021 Growth Strategy in Spite of Covid-19.” Watch the replay.
November 10, 2020
Webinar Replay: How is your asset management firm weathering the storm?
In this interactive webinar, growth expert Dan Sondhelm discussed industry trends, best practices and interesting data from conversations with numerous asset managers, industry news reports, and from Sondhelm Partners recent report, “How Boutique Asset Managers are Adjusting to the New Reality.”
November 06, 2020
Webinar Replay: The Third Party Marketers Association invited Dan Sondhelm to speak on a panel on dynamic marketing for asset managers. Dan Sondhelm spoke about how to better use LinkedIn. Other experts discussed digital marketing and institutional databases.
October 23, 2020
Webinar Replay: Cohen Fund Services invited Dan Sondhelm to lead a webinar focusing on how boutique asset managers have adapted to client and prospect engagement, product development, and mergers and acquisitions.
April 18, 2020
How are boutique and emerging asset management firms dealing with the pandemic and keeping clients and prospects engaged? Watch our webinar replay now.
January 29, 2020
Watch our webinar replay to learn how stronger digital marketing can help you attract and retain customers.
November 05, 2019
The webinar replay is available.
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