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AlphaWeek: Harnessing Your Investment Opinions As A Key To Marketing Your Strategy To Investors

August 26 @ 12:00 pm CDT

Welcome to the fourth of a series of AlphaWeek webinars that will offer insights and tips to prepare money management firms for improving their abilities to out-market competitors and attract assets from sophisticated investors in the coming post-pandemic, recessionary world.

For this series of asset raising webinars AlphaWeek has partnered with Bruce Frumerman, CEO of the 32-year-old financial communications and sales marketing consulting firm Frumerman & Nemeth Inc. Their work has helped money management firm clients attract over $7 billion in new assets yet they are not third-party marketers.

Handling communication and sales better than your competition is often the Achilles heel of firm owners. Many investment managers are doing a poor job of explaining beyond-the-numbers about how they invest, and these are the very points investment committee members talk about in semifinals and finals considerations for allocating to one money manager rather than to competitors with similar performance.

Opinions matter more than ever. What people are buying into are your opinions. Your numbers and other objective data are really just information that in reality only support the veracity of your opinions and one of the biggest opinions you have is about the process you chose to follow in your investing and that opinion is what all of you have bet your livelihood on.

In this webinar, attendees will gain insights about, and learn tips for, harnessing and applying their investment opinion-based information throughout the selling cycle in seeking to raise assets from sophisticated investors.

For more information, click here.

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