Talking Alts with Andrew Saunders & Frank Napolitani

Our President and co-founder had the privilege of speaking with financial services marketing guru Frank Napolitani covering a wide range of topics in ~25 minutes. The gears of the allocation process have started to move. Time to ramp up the sales and marketing efforts!

Some of the topics covered include:

• What is the role of a Placement Agent?

• What should fund managers look for (and avoid) in evaluating a placement agent?

• Why outsource the capital raising process?

• How long should one expect an institutional investor will take to make a decision?

• How are you sourcing new managers?

• What is the normal fund client communication cadence as it relates to sales pipeline review?

• Fees – summarizing “market” fee schedules for engaging a placement agent and how those fee schedules differ from hedge funds to private equity?