Over the years we have attained visibility from published articles,
presentations, speaking engagements and related industry activities.
For additional information regarding any of the items listed below,
please contact us.
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| NOV 8, 2011 | Leveraging Your Communication Alpha (E-letter published by HS Marketing, LLC) |
| OCT 26, 2011 | Speaker: "Hedge Fund Marketing & Capital Raising - Opportunities and Constraints" New York: Panel Discussion & Program hosted by Alston & Bird LLP |
| SEP 8, 2011 | Speaker: "Developing and Upgrading Hedge Funds' Marketing Toolkit." Panel/Marketing and Client Servicing for Hedge Funds Conference organized by Financial Research Associates |
| JUL 12, 2011 | Using Email Effectively to Enhance Client Relationships (E-letter published by HS Marketing, LLC) |
| JUL 5, 2011 | Interview & Quote Source: "Branding for Hedge Fund Managers and Service Providers" Infovest21 Special Research Report |
| MAY 17, 2011 | Keeping Your Website Secure and Your (Investors') Data Safe (E-letter published by HS Marketing, LLC) |
| APR 18, 2011 | Strategic Partner Online& Launches Tiered Web Platform for the Alternative Investment Industry Press release by Online& LLC |
| JAN 26, 2011 | Your Story: Pitch by Examples (E-letter published by HS Marketing, LLC) |
| SEP 27, 2010 | Key Ingredients: Marketing Adaptability and Resilience (E-letter published by HS Marketing, LLC) |
| MAY 25, 2010 | Marketing vs. Legal/Compliance: Developing an Alternative Investment Website. Tips, Traps and Trends from HS Marketing (E-letter published by HS Marketing, LLC) |
| MAY 19, 2010 | Speaker: "Your Web Presence: Best Practices for Hedge Fund Managers." Webinar hosted by Ropes & Gray. |
| MAR 23, 2010 | Speaker: "Branding: Best Practices for Fund Managers." Harvard Club of New York, Seminar hosted by Gerson Lehrman Group. |
| MAR 2, 2010 | Speaker: "Marketing Communications: Opportunities and Constraints for Hedge Fund Managers." Seminar presented by Dechert LLP. Click here for details. |
| JAN 29, 2010 | "The Secondary Market for Hedge Funds - Revisited" Article published, MFA Reporter, Winter 2010 issue, Managed Funds Association. |
| JAN 28, 2010 | Speaker: Marketing Boot Camp. Program organized by Jefferies Prime Brokerage, panel discussion: "Powerful Marketing Tools: An In Depth Discussion with the Pros." |
| JAN 20, 2010 | First Impressions Become Lasting Impressions. Branding as an Asset (E-letter published by HS Marketing, LLC) |
| NOV 9, 2009 | Creating Compelling Performance Reports (E-letter published by HS Marketing, LLC) |
| SEP 23, 2009 | Improving Your Website's Search Visibility (E-letter published by HS Marketing, LLC) |
| JUL 27, 2009 | Speaking to your audience: Presentation Pointers (E-letter published by HS Marketing, LLC) |
| JUN 13, 2009 | Perfect Pitch Revisited (E-letter published by HS Marketing, LLC) |
| DEC 1, 2008 | "All-Weather Communications: A More Robust Approach to Investor Relations" Article published by Managed Funds Association's MFA Reporter link to article |
| JUL 1, 2008 | "Designing Your Marketing Materials" Presentation at conference by Financial Research Associates: Marketing & Client Servicing for Hedge Funds. Click here for presentation |
| OCT 1, 2007 | Panel moderator/Speaker (New York): "The Perfect Pitch: Become an Expert Presenter" Organized by Financial Research Associates. link to presentation |
| MAY 1, 2007 | Article Published: "Marketing Readiness: Tips on Collateral Development," Emerging Manager Focus, Focus Point Press, Division of Opal Financial Group, Inc. link to article |
| FEB 26, 2007 | Seminar Speaker (New York): "How to Differentiate Your Firm" Organized by Infovest21 |
| FEB 1, 2006 | Mid-Atlantic Hedge Fund Association (MAHFA): Re-elected to Board of Directors www.mahfa.org |
| APR 6, 2005 | Workshop Speaker (New York): "Developing Effective Marketing Presentations;" Conference organized by HedgeFunds World. |
| MAR 9, 2005 | Workshop Speaker (New York): "Road Shows Master Class Workshop" Organized by Capital Roundtable. |
| MAR 2, 2004 | 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. link to copy of presentation |
| JAN 1, 2004 | Article published: "Perfect Pitch," Alternative Fund Services Review (AFSR), January/February 2004. |
| OCT 18, 2003 | Speaker (New York): "Developing Marketing and Presentation Techniques to Successfully Attract New Business," World Research Group conference. |
| SEP 1, 2003 | New product: "Pertrac Publishing and Design." Launched jointly with Strategic Financial Solutions. link to electronic brochure |
| JAN 13, 2003 | Workshop leader and speaker (New York): "Gaining Powerful Presentation Skills to Successfully Market Your Hedge Fund," Conference organized by Institute for International Research (IIR). |
| DEC 1, 2002 | Mid-Atlantic Hedge Fund Association: Elected to Board of Directors and to serve as an officer of this newly formed association. www.mahfa.org |
| NOV 1, 2002 | Article published: "Marketing Communication: A Primer for Hedge Fund Managers," PerTrac Solutions, Strategic Financial Solutions, LLC, Fourth Quarter 2002, Volume I, Issue 2. |
| AUG 1, 2002 | Managed Funds Association (MFA): Appointed Chairperson, Communications Committee, and Editor, MFA Reporter. |
| JUN 1, 2002 | Article published: "Rehearsing for the Show: How to Market Your Fund," primebroker.com, Banc of America Prime Brokerage Services, First Quarter 2002, Volume 3, Number 1. |
| MAY 1, 2002 | Workshop Speaker (New York): "Best Practices for Presentations" Organized by Capital Roundtable. |
| APR 1, 2002 | Conference speaker (April 9th, New York): "Finding Your Advantage and Communicating It" Seminar for hedge fund managers sponsored by Infovest21. |
| FEB 19, 2002 | Conference speaker (New York): "Leveraging Your Marketing Efforts through Effective Communication Practices" Financial Research Associates' 2002 Summit for Hedge Funds. |
| FEB 4, 2002 | Conference speaker (Miami): Best Practices Workshop MFA's Network 2002. |
| JAN 1, 2002 | Article published: "Getting the Most From Your Marketing Materials," MFA Reporter, January/February 2002. |
| MAY 23, 2001 | Conference speaker (New York): "Changing Dynamics in the Hedge Fund Industry and the Internet" Workshop sponsored by Institute for International Research. |
| JUL 18, 2000 | Conference speaker (New York): "Strategically Designing Your Web Site to Improve Client Servicing and Marketing Efforts" Institute for International Research, Conference Workshop for Private Investment Partnerships. |
| JUL 1, 2000 | Editor, MFA Journal: "Hedge Fund Strategies," The Journal of the Managed Funds Association, Summer 2000. |
| FEB 29, 2000 | Conference speaker (New York): Panel Moderator, Institute for International Research's Fund of Funds Conference Workshop, Targeting the On-line Investor. |
| JAN 30, 2000 | Conference speaker (Miami, FL): "www.com - How to expand your business" roundtable. Managed Funds Association's Network 2000. |
| JUL 27, 1999 | Conference speaker (New York): Presentation titled "Developing a Web Site" Delivered during the Institute for International Research's conference: Marketing & Client Servicing Strategies for Private Investment Partnerships (Internet Workshop). |
| JUN 1, 1999 | Article published: "Hedge Fund Strategies Wrap-Up," The MFA Reporter, June/July 1999. |
| FEB 1, 1999 | Article published: "Hedge Fund Strategies Series Update," The MFA Reporter, January/February 1999. |
| SEP 1, 1998 | Article published: "Creating a Web Site," The Managed Funds Association's September 1998 newsletter, The MFA Reporter |
| AUG 10, 1998 | Featured in Private Asset Management: "Marketing Tips For New Funds" Private Asset Management, August 10, 1998 (article covering above conference). |
| JUL 17, 1998 | Conference panelist: (New York): Spoke at the Institute for International Research's Marketing & Client Servicing Strategies for Private Investment Partnerships conference. Delivered presentation titled "Gain a Competitive Edge Through Image Building" |
| JUN 19, 1998 | Conference panelist: (Toronto): Spoke at 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." |
