From launching a new firm or product to helping established firms that are stalled, we know that investment managers can benefit enormously from testing their assumptions, obtaining feedback from industry professionals, or participating in a practice finals presentation under the actual conditions likely to be encountered.

Here is a sample of the topics we have covered over the 26 years of working with institutional investment managers both large and small:

• The firm structure and potential for perceived conflicts
• The professional team and why some positions should not overlap
• The back office and systems required to show you are serious
• Risk management now more than ever
• Fee negotiation and potential issues
• Compliance and the new regulatory requirements
• Does your firm come across as an asset manager or asset gatherer?
• Strategic planning, strategic alliances, succession planning
• How to communicate with consultants and trustees
• Finals presentations and how to put your best foot forward
• Finding a marketer (in-house or third party, which is better?)
• How to benchmark your fund or product
• How to create the infrastructure and appropriate vehicles for investment
• How to know your competition and why it matters
• Going from high-net-worth to institutional and vice versa
• Articulating the investment process clearly and concisely
• How to write a winning RFP, RFI, pitch book, fact sheet, newsletter
• Understand the due diligence process and why transparency is important
• Qualitative and Quantitative comparative analysis
• Databases and database maintenance
• Which conferences make sense and how to get the most out of them

We will approach these topics and others like it in two ways:

1. One-on-One Mentoring where you explain or have us diagnose the issue/problem. We will draw upon our vast network of industry veterans from the fields of portfolio management, consulting, marketing, plan sponsors, entrepreneurs, financial operations professionals, private equity, accountants, lawyers, prime brokers, etc. to provide the solutions to help you move forward.

2.  Mock Finals Presentation where you will be one of three finalists to present to trustees under the actual conditions likely to be encountered. A winner will be selected and feedback will be provided.

Contact:  Chris Jones at 646-415-8343 or chris@artemisglobalpartners.com