February 28, 2023
Are you ready for an exciting and educational experience at the upcoming 2023 Spring SME Forum in Scottsdale, AZ? Join us for a game-show-style session unlike any other – Jeopardy! Asset Growth Edition. As the host, I will lead the session alongside other industry professionals, ensuring an engaging and interactive experience for all attendees.
January 30, 2023
This competition recognizes excellence in fund leadership, sales, marketing, and performance.
January 13, 2023
It is an age-old debate. Which team is the most important – marketing or sales? What drives results – marketing or sales? Should marketing and sales co-exist? Dan Sondhelm opined for this article by Sandra Powers in Emerging Manager Monthly.
January 13, 2023
In a crowded market where fund-raising is challenging, hedge fund managers need to make sure they are clearly articulating their investment story through verbal and written communications. Dan Sondhelm shared his latest contribution with Hedgeweek.
January 12, 2023
Only about half of sponsors had positive net sales of their active mutual funds in 2022, new data shows. Of those companies, only eight had more than $10 billion in assets. The best-selling active fund shops of 2022 were either boutique or specialized managers. Dan Sondhelm opined for this Ignites article.
November 30, 2022
The competition recognizes and rewards fund service providers who have demonstrated exceptional client service, innovative product development, and strong and sustainable business growth over the past 12 months.
November 10, 2022
Is your firm thinking about setting up shop in the U.S? Here are six key issues you need to consider before you make your move.
November 08, 2022
Sondhelm Partners is proud to announce Dan Sondhelm will be one the judges for the With Intelligence Private Asset Management Awards 2023. Winning a Private Asset Management Award is a true seal of approval. Learn more about this competition. Wealth managers can nominate their firms now. Read more.
November 03, 2022
Sondhelm Partners today announced that it has been recognized as the best third-party marketing firm in the United States for 2022 by Hedgeweek. The annual Hedgeweek US Awards recognize excellence among service providers and fund managers in the United States. The service provider categories, including Best Third-Party Marketing Firm, span all the key areas of… Read more »
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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