Category: Webinars

Replay Now Available for GAMMA Webinar on AI Trends for Asset Managers

September 27, 2023

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… Read more »

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GAMMA: Dan Sondhelm to Speak on Marketing Best Practices Panel

October 31, 2022

Dan Sondhelm will speak on a panel at an industry webinar focusing on best practices in marketing for investment management. Topics will include stronger sales through brand development, digital marketing, public relations, and more. This webinar will be held on November 22, 2022 at 10am ET.

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Webinar Replay: Dan Sondhelm Leads UMB Webinar On Growth Strategies For Asset Managers

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.

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Dan Sondhelm to Speak at Ultimus M&A Webinar for Asset Managers

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.

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Webinar Replay: Dan Sondhelm Presented at 3PM Webinar on Growth

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.

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Webinar Replay: Client Engagement in Spite of Covid-19: How Boutique Asset Managers are Adjusting to the New Reality

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.”

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Webinar Replay: Dynamic Marketing for Asset Managers

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.

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Webinar Replay: 8 Ways Boutique Asset Managers are Adjusting to the New Reality

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.

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Webinar Replay: How boutique and emerging asset managers are handling the pandemic and keeping clients engaged

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.

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Why Financial Advisors Should Embrace Digital Marketing – Webinar replay

January 29, 2020

Watch our webinar replay to learn how stronger digital marketing can help you attract and retain customers.

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Marketing Webinars - Sondhelm Partners