REACHING “INSTIVIDUALS”

How Sub-Institutional Hedge Funds Raise Assets From Family Offices & Ultra High-Net Worth Individuals

The majority of sub-institutional (new, early-stage and funds with less than $150 million AUM) funds “chase institutional unicorns” when trying to raise assets, spending large amounts of marketing time, effort and money with the wrong investors, those inappropriate or unsuitable to allocate given the fund’s profile (size, strategy and operational structure). This results in chronic failure raising assets.

This webinar delivers in-depth qualitative and quantitative research about how new and smaller funds should engage the most appropriate and suitable investors: “Instividuals” – Family offices and ultra high net-worth individuals/families with asset levels on par with small institutions, generally a minimum net-worth of $50 million. The number of “Instividuals” in the United States currently stands at 55,000+ with a CAGR of 16%, which presents a compelling opportunity for new and sub-institutional hedge funds to raise assets.

However, due to substantial idiosyncratic behavior, high levels of intermediation (gatekeepers and advisors) and the deep desire to maintain anonymity, confidentiality and privacy, it is time-consuming, difficult and expensive to efficiently identify the most suitable instit’vidual’ investors and allocators as well as appropriately engage with this all important segment.

The information, insight and intelligence shared in this complimentary recorded webinar tutorial will cut through the noise, separate the myths from realities and facts from fiction about marketing hedge funds and raising assets within this most highly sought after investor segment as well as serve as the catalyst to raise assets easier, faster and less-expensively. Focus is placed on how new and smaller hedge funds can implement “Intelligent Marketing” to efficiently and successfully raise assets in a hyper-competitive climate.

This tutorial saves sub-institutional funds TIMEMONEY and EFFORT marketing & raising assets.

Click for Complimentary Tutorial Webinar: Reaching Instividuals: How To Raise Assets From Ultra High Net-Worth Individuals and Family Offices