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New Managers February 2015

MARKETING CHALLENGE: Capital call - Mastering 7 essential investor questions

 

Diane Harrison

Diane Harrison is principal and owner of Panegyric Marketing, a strategic marketing communications firm founded in 2002 and specializing in a wide range of writing services within the alternative assets sector. She has over 20 years' of expertise in hedge fund marketing, nvestor relations, sales collateral, and a variety of thought leadership deliverables. Panegyric Marketing received consecutive year awards in 2013-14 as IHFA's Innovative Marketing Firm of the Year and AI's Marketing Communications Firm of the Year- US. A published author and speaker, Ms. Harrison's work has appeared in many industry publications, both in print and on-line.

Although it's early in 2015, investment managers are already feeling the pinch of making as many potential investor short lists as possible this year. One challenge to this is the investor interview, when investors focus not on the fund or strategy, but on the manager's ability to sell him or herself. While managers are typically comfortable discussing their investment thesis and related activities, they are markedly less able to articulate the personal and intangible details about which investors want to learn more. Investors are less likely to pull the trigger on a new investment without getting underneath the professional training and performance skills to uncover what fundamentally drives managers and defines their decision-making process.

What follows are some of the key decision-making issues managers must successfully address with investors. While the questions are essentially universal, the answers must be individual. There are no right answers, but each response must be authentic to lead to a successful outcome

1: Tell me about yourself.

This is not a request for a verbal recitation of a resume. Investors are......................

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This article was published in Opalesque's New Managers a top-down monthly analysis, news and research publication on the global emerging manager space.
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