Hedge Fund Association Celebrates 20 Years, Announcing Enhanced Operations, Leadership and 2016 Events Board Appoints Sal Shah as Treasurer & Holly Singer as Director Press Release Published via Marketwired as of 9:00am ET, 4/6/16 NEW YORK, NY – April 6, 2016 – The Hedge Fund Association (“HFA”), a leading global non-profit trade and nonpartisan lobbying organization, celebrates 20 years in operation as of 2016 and proudly announces structural changes offering valuable independence and benefits to members. Created in 1996 to elevate participation in ...
During my panel comments as a seminar speaker on November 17, 2015 in New York, I shared a variety of marketing and public relations insights. This program, “Institutionalizing Your Brand to Effectively Raise Capital,” was well attended by hedge fund managers, allocators and some service providers. Five common communication traps to avoid, some of which I noted while speaking, are highlighted here. HS Marketing Article _Five Common Traps Dec 2015
Note: Recently published in the Hedge Connection blog, this “Medley of Marketing Advice” article is reprinted with permission. Read the article here: Medley of Marketing Advice.
Is there a secret sauce to delivering a perfect or winning pitch? How can hedge fund managers communicate like a pro when facing prospective investors in person? “Experience, courage and practice are all required, but have no fear, the ability to sell and communicate successfully can be done!” notes Jim Rosebush, CEO and Founder of Growth Strategy Inc., former senior advisor to President Ronald Reagan, and speaker/coach at Hedge Connection’s Global Fund Forum 2015. The Seven Keys (Watch the video) Mr. Rosebush, who ...
Attention fund managers: Looking for a more integrated yet cost-effective approach to your 2015 asset raising plans? Take advantage of this unique opportunity set: Read more >>>
Attention fund managers: Looking for a more integrated yet cost-effective approach to your 2015 asset raising plans? Take advantage of this unique opportunity set: 1. Capital Club – Virtual introduction service powered by Hedge Connection’s patented technology, only $500 annual membership plus cost of accepted investor introductions. What’s unique? Accepted introductions always conclude with a scheduled phone call between manager and investor. Join now. 2. Custom video, February 10 in New York – Describe your expertise while leveraging the impact of professional multimedia ...
Which marketing strategies should emerging managers pursue for 2014 to be seen and heard as well as understood by investors in a crowded marketplace? What are institutional investors really looking for? How can branding help? Will the JOBS Act provide real benefits?
HFMWeek article “Getting Fund Marketing Right” by Andre Boreas and Holly Singer discusses hedge fund marketing best practices and effective communication techniques.
The long-awaited JOBS Act Rules become effective September 23, 2013, dramatically expanding the marketing flexibility for managers of private funds.
Marketing takeaways for hedge fund managers seeking to benefit from JOBS Act free speech while competing for assets from increasingly savvy investors.
HS Marketing launches new website. Be heard, seen and understood.
Should you be more concerned with communication or communications? The short answer is “both.”
The marketing of private placements is expected to undergo a sea change in communication opportunities and some challenges resulting from the SEC vote as of August 29, 2012 to eliminate the ban on general solicitation and advertising, as required by the JOBS Act. Once this proposed rule is finalized, hedge funds will face a wide range of external communication options that were previously unavailable for this space.
The process of building your brand offers opportunities to showcase your capabilities using dynamic marketing tools that may reinforce your communications strategy. Creating a compelling message isn’t enough. What can you do to help your target audience hear and see you? Which tactics will engage them in a more meaningful way?
“Communication alpha” may be considered a source of value in supporting hedge fund managers’ marketing, asset raising and retention objectives, reflecting both the capability and willingness to deliver clear, consistent, frequent messages to investors.
In this eletter we suggest ways to enhance your client relationship management — not by substituting electronic communication for human contact, but rather by enhancing your offline relationships with new tools. We are all constantly reminded that we live in “the digital age,” yet many firms in the funds management and the service provider space leave an opportunity on the table by failing to employ current, legitimate marketing technologies that complement and enhance brand building efforts. Eschewing emarketing ...
Prompted by questions from some of our hedge fund manager clients regarding the recent headlines about data security breaches and “cloud” computing catastrophes1, we are writing to offer some suggestions about how to protect your company’s valuable information on your website.
Your storyline needs a pitch with real examples. Whether you are a fund manager or a service provider, your audience will better understand your business and gain a higher level of trust by hearing specific case studies.
A “one size fits all” approach to raising assets in the current environment calls for a new roadmap focused on marketing adaptability and resilience. As the full spectrum of hedge fund investors reflects distinct levels of asset allocation criteria and risk tolerance, managers need to closely assess their readiness within their own business lifecycle to target a specific level from retail through institutions rather than consider investors a homogeneous monolith.
Your web site represents a critical point of contact and may provide a robust communications portal in an increasingly digital 24/7 marketplace. Our challenge as a service provider is to deliver an informative message, provide for fresh content, reinforce your branding and take advantage of visibility opportunities while complying with regulatory restrictions.
The concept of brand identity revolves around the public’s impressions of your firm’s qualities and shortcomings. Successful branding is becoming an increasingly important and integral component of long-term client relationships that extend beyond reliance on investment performance to attract and retain assets.
In view of increasingly keen competition to attract and retain assets, it is imperative that a manager present winning performance reports.
Have you wondered how your target audience will find you on the web? Why isn’t your site #1 on Google? Your firm needs to be visible to its potential investors, clients, industry colleagues and select media.
Why do most investors want to hear a manager’s in-person presentation before embarking on a further commitment?
Interestingly, “Perfect pitch” while published 5 years ago seems to be dusted off and revisited as the basis for many inquiries and workshops.
As a candidate for re-election to HFA’s board of directors, Holly currently serves as Board Member and Co-Chair of Global Marketing & PR for The Hedge Fund Association (HFA). Read HFA’s latest press release, watch the video. HFA board candidate summary: Holly Singer
Hedge Fund Association Celebrates 20 Years, Announcing Enhanced Operations, Leadership and 2016 Events
Board Appoints Sal Shah as Treasurer & Holly Singer as Director
Press Release Published via Marketwired as of 9:00am ET, 4/6/16
NEW YORK, NY – April 6, 2016 – The Hedge Fund Association (“HFA”), a leading global non-profit trade and nonpartisan lobbying organization, celebrates 20 years in operation as of 2016 and proudly announces structural changes offering valuable independence and benefits to members. Created in 1996 to elevate participation in the global hedge fund community, HFA’s structure transitioned during 2015 from an external management company based in Florida to the current New York office and staff supported by outsourced services and a volunteer leadership team. HFA has closed the Florida office, launched a newly enhanced website at HedgeFundAssoc.org, strengthened the leadership team, and organized a growing line-up of 2016 events providing solid educational opportunities and industry networking.
“HFA’s core leadership team of volunteers is greatly strengthened by the talents and commitment to the organization’s global mission resulting from the recent appointments of Kislay (Sal) Shah as Treasurer and Holly Singer as Board Member,” noted HFA President Mitch Ackles. The organization’s new structure and bylaws provide for officer positions plus 15 directors and additional leaders serving on HFA’s committees.
Kislay (Sal) Shah, HFA Treasurer, Board Member & Northeast U.S. Regional Director, is Partner in the Stamford office of RSM US LLP and leads the Connecticut financial services team. He brings over 20 years of experience in the financial services industry to his engagements. Prior to joining RSM US, he served for 14 years with a Big Four accounting firm, working on major alternative investment services engagements. Sal is a CPA licensed in NY and CT; he is a member of the AICPA. “On behalf of HFA, I look forward to strengthening the organization’s path toward an institutional structure and contributing to new growth opportunities on a global level,” commented Sal Shah.
Holly Singer, HFA Board Member & Co-Chair of the Marketing/Public Relations Committee, is president and founder of HS Marketing, LLC, a marketing communications, public relations and media planning firm specialized in the alternative investment community. She has served the industry for two decades including prior industry leadership positions on behalf of the Mid-Atlantic Hedge Fund Association (MAHFA) and the Managed Funds Association (MFA). Holly earned an MBA from New York University and a BA from Trinity College in Hartford, CT. “I am honored to serve as an HFA leader and excited to make an impact in various initiatives such as stronger branding, recruiting new leadership talent and developing high caliber educational programs across several key industry locations,” noted Holly Singer.
About The Hedge Fund Association
The Hedge Fund Association, HFA, is a leading global nonprofit trade and nonpartisan lobbying organization devoted to advancing transparency, development, education and trust in alternative investments. HFA’s global presence spans 5 continents. Membership in HFA includes hedge fund firms, global financial institutions with hedge fund offerings including private banks, asset management firms and broker dealers, investors including funds of hedge funds, family offices, public and private pension funds, endowments and foundations, high-net-worth individuals, allocators and service providers including prime brokers, administrators, custodians, auditors, attorneys, risk managers, technology firms, third party marketers and other industry consultants. To learn more, visit http://hedgefundassoc.org and @hedgefundassoc. Watch HFA’s new video: https://youtu.be/zyzuKn-4_uw
HFA Membership Contact: firstname.lastname@example.org
Samantha Nitiutomo, Membership Services Director, 646.762.9695
HFA Media Contact: email@example.com
Mitch Ackles, Hedge Fund PR, 646.657.9230, or Holly Singer, HS Marketing, 609.275.1303
Speaker/Panelist – November 17, 2015 Marketing seminar: “Institutionalize your brand to effectively raise capital” (New York City); co-produced and sponsored by Imagineer Technology Group, Hedge Connection, Herrick Feinstein and HS Marketing.
Co-authored article with Richey May & Co., published August 3, 2015: “Using Performance Exams as Part of Your Pitch Book Strategy“
Published by Hedge Connection, “7 Keys to a Perfect Pitch” is captured as a video and article.
Is there a secret sauce to delivering a perfect or winning pitch? How can hedge fund managers communicate like a pro when facing prospective investors in person? “Experience, courage and practice are all required, but have no fear, the ability to sell and communicate successfully can be done!” notes Jim Rosebush, CEO and Founder of Growth Strategy Inc., former senior advisor to President Ronald Reagan, and speaker/coach at Hedge Connection’s Global Fund Forum 2015. Get the full set of keys here.
How can hedge funds reach “Communication Alpha?” Find out in this interview with HS Marketing’s Holly Singer and Stan Stalnaker from Hub Culture at the Global Fund Forum in Bermuda. June 24, 2015. Watch the video. Communication Alpha® is a registered trademark of HS Marketing, LLC.
HS Marketing LLC received U.S. Trademark approval for “Communication Alpha” as of April 21, 2015. Registration #4,724,774.
Guest speaker: “Marketing Opportunities for Alternative Investment Managers: Communication Best Practices & Traps to Avoid” 5/13/15 webinar organized by Richey May & Co. for hedge fund and private equity managers. Listen to presentation here.
Interviewed by William Freedman for Hedge Fund Marketing Alliance article published March 18, 2014: “Drumming Up Business With a Different Drummer.” Marketing to differentiate yourself: Read more >>>
Interviewed by William Freedman for Hedge Fund Marketing Alliance article published February 4, 2014: “Perfect Pitch – How Not to Be Tone-Deaf to Investors.” Read more >>>
“While opening the door to more transparent communication, The JOBS Act is not a panacea and not the game changer it should be,” noted Holly Singer for Infovest21 News last week. Infovest21 CEO Lois Peltz discussed the potential effects and beneficiaries of The JOBS Act with various industry spokespeople including MFA’s Steve Hinkson, Alston & bird’s Tim Selby, ASC Advisors’ Steve Bruce and HS Marketing’s Holly Singer. 12/24/13 article, read more: Infovest21_JOBS Act article
In a recently published HFMWeek article, “Getting Fund Marketing Right,” Intralinks‘ Andre Boreas and HS Marketing’s Holly Singer discuss effective communication techniques and best practices to engage more effectively with the investor community. Fund marketing article: Effective Communication
Change is Here! slide show presentation during Alternative Asset’s Hedge Fund Boot Camp in Boston (September 18, 2013). Speaker Topic: Articulating & Showcasing Your Capabilities: Using PR to Leverage Your Firm.
“Articulating & Showcasing Your Capabilities – Using PR to Leverage Your Firm,” Alternative Asset’s Hedge Fund Boot Camp (Boston), September 18, 2013. Agenda and Registration – Read more >>>
The Hedge Fund Association (HFA) posted “Navigating the Post-JOBS Act Sea Change” article on the association’s website together with hedge fund articles and white papers. Read here >>>
Hedgeweek article/ Hedgewire August 5, 2013: “The new rules of marketing: Guidelines for managers” Read more >>>
FINalternatives article by Holly Singer, published July 17, 2013: “Tips for Hedge Funds Looking to Navigate the post-JOBS Act World,” hedge fund marketing takeaways for managers seeking to benefit from JOBS Act free speech while competing for assets from increasingly savvy investors. Read more: http://www.finalternatives.com/node/24216
HS Marketing announces the launch of our new web presence at www.hsmarketing.com
New York: Panel Discussion & Program hosted by Alston & Bird LLP
IIR Conference: Marketing and Client Servicing for Hedge Funds
Interview & Quote Source: Branding for Hedge Fund Managers and Service Providers, Infovest21 Special Research Report
Your Web Presence: Best Practices for Hedge Fund Managers, Webinar hosted by Ropes & Gray.
Harvard Club of New York, Hedge Fund Seminar hosted by Gerson Lehrman Group.
“Marketing Communications: Opportunities and Constraints for Hedge Fund Managers.” Seminar presented by Dechert LLP
Article published, MFA Reporter, Winter 2010 issue, Managed Funds Association. Read more: The_Secondary_Market_for_Hedge_Funds_-_Revisited_-_Winter_2010
Marketing Boot Camp, Program organized by Jefferies Prime Brokerage, panel discussion: “Powerful Marketing Tools: An In Depth Discussion with the Pros
Article published by MFA Reporter, Read more: All_Weather_Communication_MFAReporter_1208
“Designing Your Marketing Materials” Presentation at conference by Financial Research Associates: Marketing & Client Servicing for Hedge Funds.
Panel moderator/Speaker (New York): “The Perfect Pitch: Become an Expert Presenter” Organized by Financial Research Associates.
Emerging Manager Focus, Focus Point Press, Division of Opal Financial Group, Inc., Read more: MarketingReadiness_HSinger0507
Infovest Seminar Speaker (New York): “How to Differentiate Your Firm”
Article published: “Perfect Pitch,” Alternative Fund Services Review (AFSR), January/February 2004.
Mid-Atlantic Hedge Fund Association (MAHFA): Elected Officer and Founding Board Member
PerTrac Solutions, Strategic Financial Solutions, LLC, Fourth Quarter 2002, Volume I, Issue 2.
primebroker.com, Banc of America Prime Brokerage Services, First Quarter 2002, Volume 3, Number 1.
Delivered during the Institute for International Research’s conference: Marketing & Client Servicing Strategies for Private Investment Partnerships (Internet Workshop).
The MFA Reporter, January/February 1999.
Private Asset Management, August 10, 1998 (article covering above conference).
Hedge fund seminar speaker (Key Biscayne, Florida): “Differentiating Yourself and Defining Your Edge,” How Hedge Funds Raise Capital: Preparing to Go to Market – Seminar sponsored by Banc of America Securities
IIR Conference: Marketing & Client Servicing Strategies for Private Investment Partnerships conference. Delivered presentation titled “Gain a Competitive Edge Through Image Building”
Strategy Institute’s Creating & Marketing Hedge Funds conference. Delivered presentation titled: “How to Enhance Your Marketing Strategy to Successfully Match Your Funds to Qualified Investors.”
The Managed Funds Association’s September 1998 newsletter, The MFA Reporter