March 13, 2020
The Kansas City Public School Retirement System questioned its relationship with its longtime asset manager, JP Morgan after a New York Times article revealed incidents of racism, but ultimately decided to take no action. The manager could have lost a large account. Dan Sondhelm commented in this FundFire article.
March 12, 2020
Asset management firms are bolstering their private credit capabilities as they seek to capture institutional investors moving money to the asset class. What are the top considerations for marketers? Dan Sondhelm commented for this story in Fund Fire.
March 06, 2020
University endowments have been making wholesale changes to the managers to their investments lately. Why now? And how do you protect yourself from a sudden loss? Dan Sondhelm was part of this Fund Fire article.
March 04, 2020
Portfolio managers and analysts generally feel most comfortable interacting with highly sophisticated institutional consultants and wealth managers who are well versed in the highly technical and jargon-laded lingua franca of the investment world. As published on Nasdaq.
February 19, 2020
As uncomfortable as it may seem, now is the time to plan for such an event – while everyone is thinking rationally, and there is time to consider all contingencies. As published on Advisorpedia.
February 19, 2020
The Kennedy Center hosts thousands of performances by the greatest artists from across the world.
February 17, 2020
Smaller hedge and private equity funds often are run by money managers, not marketers. They want to grow but they struggle for investor dollar because of short track-records, not enough assets and limited reputations. Traditional third-party sales firms won’t represent them, yet. For now, use these marketing strategies to get noticed. As contributed to the 3pm marketing blog.
February 14, 2020
The $605 billion fund manager is hiring a US marketing head after adding dedicated RIA, Latin American sales channel. Dan Sondhelm shared his thoughts for the article.
February 11, 2020
Platform space for boutique firms crucial to keeping industry innovative, executives say.
February 10, 2020
The results your digital marketing program delivers are only as good as the quality of your content and the relevancy of the people you’re trying to reach. As published on Advisorpedia.
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