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The greater majority of hedge funds face intensifying competition for new assets. In some cases, less than stellar investment performance is a contributing factor. Some hedge funds lack a meaningful track record. In all cases, the growing number of investment vehicles coupled with concentrated business development efforts and more discerning investors is making it much more arduous for many hedge funds to raise capital.
Because for many funds it’s more difficult to raise capital, the appeal of family offices and the super-rich is just magnifying. While precise numbers don’t exist, all indications point to a burgeoning growth in the number of single-family offices. Not only are there a multitude of new single-family offices, but also the monies they control are growing at an even faster rate. This very same pattern can be seen with respect to multi-family offices and the super-rich (individuals with a net worth of $500 million or more).
For hedge funds and fund-of-funds, these three interrelated sources of capital we refer to as the exceptionally wealthy are recognized as outstanding sources of investable assets. However, for many hedge funds their ability to access and motivate the exceptionally wealthy is rather limited. Raising Capital From the Exceptionally Wealthy is for hedge funds, fund-of-funds, capital introductions personnel and third party marketers who are committed to raising capital from family offices and the wealthiest people in the world.
Raising Capital From the Exceptionally Wealthy is a one-day intensive course that provides detailed perspectives and insights into the world of the exceptionally wealthy and teaches a proven commanding methodology for connecting with them including how to most effectively position your investment expertise.
Who Is Raising Capital From the Exceptionally Wealthy Designed For?
Raising Capital From the Exceptionally Wealthy is designed for hedge fund managers as well as marketers of hedge funds and fund-of-funds who are strongly interested in gathering significant assets from the exceptionally wealthy defined as single-family offices, multi-family offices and the super-rich.
How You Will Benefit?
To cultivate the exceptionally wealthy, you need to be effectively recognized for your investment expertise, be able to access single-family offices, multi-family offices and the super-rich as well as have a powerful narrative. This program will help you in addressing all three of these considerations. Some of the key perspectives, concepts and actionable strategies you’ll learn are:
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What is the size and scope of the world of the exceptionally wealthy?
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What are the key differentiating characteristics of single-family offices multi-family offices and the super-rich?
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What are the pressing concerns of the exceptionally wealthy?
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What is the role of advertising and what are the new rules?
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What are the most effective ways to source the exceptionally wealthy?
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What is a thought leader and how is being a thought leader an extremely powerful way to access and motivate the exceptionally wealthy?
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What is the role of the narrative?
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What are referral sources and how are most effectively leveraged?
Curriculum
Raising Capital From the Exceptionally Wealthy will use a highly interactive combination of presentations and discussion supported by case examples. Moreover, each participant will develop work with the faculty to develop a thought leadership and networking plan for their individual situations. In order to maximize the benefits of this pedagogical approach, the number of participants to the course will be strictly limited.
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