In the News

Expect More Small Managers to Shutter over the Coming Months

March 19, 2020

Small managers face new challenges now that the bull market has come to an end, and many will likely search for a strategic partner or close their doors as pressure builds. Dan Sondhelm shared his insight with FundFire for this article.

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Forced to do business online, fund groups adapt digital marketing strategies during pandemic

March 16, 2020

With the emergence of social distancing and limitations on gatherings industry watchers say money managers must get creative with outreach, education. Dan Sondhelm shared his thoughts with Fund Intelligence.

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JP Morgan Scrutinized by Pension Client after Reports of Race Discrimination

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.

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Managers Crowd into Private Credit to Capture Slice of Growing Market

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.

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Stanford CIO Has Cut Ties with Close to 90% of Third-Party Managers

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.

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Plain-Speaking the Financial Language of Retail Investors

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.

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5 Steps to Prepare for the Founder’s Death

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 Iris.

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Sondhelm Partners is proud to support the Kennedy Center for Performing Arts

February 19, 2020

Center hosts thousands of performances by the greatest artists from across the world.

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How Smaller Hedge, Private Equity Funds Can Raise Capital When a Capital Raise is Premature

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.

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AllianzGI reshuffles marketing, distribution leadership

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.

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