A Marketing Plan For Managers Ron Suber
Upcoming SlideShare
Loading in...5
×
 

A Marketing Plan For Managers Ron Suber

on

  • 533 views

It is critical that money managers truly understand what their investors want and require – and that they tailor their marketing strategy accordingly.

It is critical that money managers truly understand what their investors want and require – and that they tailor their marketing strategy accordingly.

Statistics

Views

Total Views
533
Views on SlideShare
506
Embed Views
27

Actions

Likes
1
Downloads
3
Comments
0

2 Embeds 27

http://www.linkedin.com 21
https://www.linkedin.com 6

Accessibility

Categories

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

A Marketing Plan For Managers Ron Suber A Marketing Plan For Managers Ron Suber Presentation Transcript

  • A Marketing Plan for Managers
    Ron Suber
    Senior Partner, Global Head of Sales & Marketing
    Merlin Securities
    1
  • It is critical that money managers truly understand what their investors want and require – and that they tailor their marketing strategy accordingly.
    2
    Introduction: Know Your Audience
  • Who are the spectrum of investors?
    What are the four stages of fund development
    How hedge funds can run more efficiently
    How to effectively tailor and sell your story
    Why are we doing this?
    3
    Today’s Discussion
  • The Spectrum of Hedge Fund Investors
    4
  • The Four Stages of Hedge Fund Development
    5
  • In the Zone: Three Types of Hedge Fund Operating Models
    6
  • The AUM / Performance Map
    7
  • 8
    Marketing, Sales and Communications
    Marketing, sales and communications are three terms that are often interchanged, but they have distinct definitions:
    Marketing represents a firm’s collective efforts to reinforce existing relationships and engage new opportunities. Marketing encompasses both sales and communications.
    Sales is the private introduction of the firm and its relevant product offerings.
    Communications is the public introduction of the firm’s brand and range of products.
  • 9
    Sales and Communications Activities
    Sales Activities
    • Maintaining dialogue with clients
    • Meeting new potential investors
    • Consistent communication with strategic partners
    • Supporting foundations and charitable organizations
    • Maintaining connections with university endowment groups and alumni
    • Developing relationships with portfolio companies
    Communications Activities
    • Pitch book
    • Investor letters
    • Upgrading the website
    • Investor databases
    • Investor conferences
    • Thought leadership
    • Media relations
    • Capital development events
  • 10
    Conclusion
    The landscape has changed dramatically for managers and investors over the past several years.
     
    To reach the next level of AUM, funds must understand where they are in their lifecycle, which investors they should target and what each of those investors truly requires.