In the News


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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Sondhelm Partners Spearheads Award-Winning Website for Lawson Kroeker Investment Management

September 20, 2023

Sondhelm Partners collaborated on another award-winning website. This time, Lawson Kroeker Investment Management won the “Best Mutual Fund Website” award for its emphasis on timely content and education. Uncover the story behind this accolade. 

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Expanding Your Mindset and Approach for Financial Marketing

September 12, 2023

In an interview with Bill Hortz, Founder of the Institute for Innovative Development, for NASDAQ, Dan Sondhelm unpacks “Virtual Distribution,” a transformative strategy for fine-tuning marketing channels to amplify AUM growth, navigate the noise, and achieve results.

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Shops Aim to Help Staffers Balance Hybrid Work, Child Care

August 29, 2023

Some companies offer free backup care, while others offer flexible working policies during holidays and the summer. Dan Sondhelm opined on the trends.

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Sondhelm Partners Shortlisted for Two Hedgeweek US Awards 2023

July 25, 2023

Sondhelm Partners has been nominated in two categories at the Hedgeweek US Awards 2023. We are in the running for the Best PR & Marketing Firm and Best Third-Party Marketing Firm.

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Global X Dominates AI ETF Flows

July 07, 2023

The thematic shop wins handily over ETF giants iShares, First Trust, but why? Dan Sondhelm opined for this Traditional Fund Intelligence article.

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Activist Investment Firms Thriving, but Take Different Tacks on Engagement

June 30, 2023

Activist investing, once a niche within hedge fund firms, has increasingly seen long-only managers join the field. Dan Sondhelm opined for this Pensions and Investments article.

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BlackRock undercuts Innovator, First Trust, AllianzIM

June 28, 2023

The firm set rock-bottom fees for new buffer ETFs by entering the asset class and offering rock-bottom prices. Dan Sondhelm opined for this Traditional Fund Intelligence article.

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How Boutique Hedge Funds Can Secure Larger Investors

June 28, 2023

It can be challenging for boutique hedge fund managers to jump from personal capital to institutional investors, but it doesn’t need to be. Dan Sondhelm sat down with Hedgeweek to discuss common pitfalls and practical strategies to ease this transition.

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Hedgeweek Honors Sondhelm Partners as Best Third-Party Marketing Firm in US Emerging Manager Awards for 2023

June 09, 2023

Sondhelm Partners today announced that it has been recognized as the Best Third-Party Marketing Firm in the Hedgeweek US Emerging Manager Awards for 2023.

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