Six Key Issues International Asset Managers Must Consider Before Breaking Ground in the U.S.
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.
In the News
Dan Sondhelm to Judge With Intelligence Private Asset Management Awards 2023
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.
Hedgeweek Names Sondhelm Partners Best Third-Party Marketing Firm in United States for 2022
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 »
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.
Shops Must Make Brand Pop During Market Slowdown
October 17, 2022
The fund industry is dominated by four shops, data shows. Smaller firms can use thought leadership and other communications to build their brands, analysts say. Dan Sondhelm opined for this Ignites article.
Sondhelm Partners Contributes to American Red Cross – Hurricane Ian
October 07, 2022
The American Red Cross is working to provide food, shelter and comfort for people facing the heartbreaking devastation left behind by this massive storm. For more information, visit the American Red Cross.
Blackstone, Millennium, Apollo Snag Top Alts Brand Rankings: Report
October 05, 2022
Marketers say too many managers of alternatives still aren’t succinctly telling their story to prospective investors and employees. Dan Sondhelm opined for this article in FundFire.
BlackRock bought a money manager to expand in private credit. Insiders say the deal has now led to an exodus of frustrated employees
September 21, 2022
After BlackRock acquired private credit firm Tennenbaum Capital Partners, more than a dozen employees left the small investment team. Dan Sondhelm commented for this Insider article about why demand for private credit has created opportunities for top executives to join other firms or become an entrepreneur.
Sondhelm Partners is Proud to be Shortlisted in Hedgeweek Awards Best Third-Party Marketing Category
September 21, 2022
The nominated service providers are based on a widespread survey of more than 500 fund managers and other key industry participants.
Digital Divide: 63% of Savers Need Human Help with 401(k)s
September 19, 2022
Most retirement plan recordkeepers are investing heavily in their digital offerings, but much of that spending may be lost on participants, a recent survey suggests. Dan Sondhelm opined for this Ignites article.
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