"Master the process of effectively marketing alternative investments a critical but overlooked aspect of ensuring fund success"--
Master the process of effectively marketing alternative investments—a critical but overlooked aspect of ensuring fund success
Investment funds with great performance and potential often fail for one simple reason—the enormous challenge for investor relations (IR) and fundraising professionals to raise the necessary capital to make the fund profitable.
The only book to tackle this critical issue, Marketing Alternative Investments builds on the experiential wisdom and best practices from numerous thought leaders in the industry and provides a comprehensive look at investor-centric marketing and fundraising strategy.
Whether you work in hedge funds, private equity, or are aspiring to be part of one, you’ll gain invaluable insights into understanding investors and the investment landscape to create a successful marketing campaign. Marketing Alternative Investments is organized into three sections:
• Fundamentals of Alternative Investments Marketing, which focuses on understanding the major investor categories including endowments, foundations, pension funds, family offices, and sovereign wealth funds
• Fundraising in Practice, including pre-marketing and marketing processes, investor documentation, presentations and pitches, relationship management, and due diligence
• Other Considerations in Marketing Alternatives, including technology, regulations governing fundraising, and the value of diversity.
Effective fundraising and investor relations is key to the growth of alternative investments. This thorough guide delivers the information, insight, tools, and best practices for strategically marketing alternative investments.
Hemali Dassani has 15+ years of experience raising capital for several private equity and hedge funds, building strong relationships with some of the largest public and private pension funds, E&Fs, insurance companies, family offices, and FoFs. She was Director of Investor Relations and Chief Compliance Officer at Argand Partners, a leading Private Equity fund. Previously, she was a Director of Investor Relations at Castle Harlan, where she led a $1 billion fundraising effort. When shes not managing investor relations or raising funds, Dassani is active with the Harvard Business School Club of Greater New York where she previously served as the President and is currently a lifelong Board Member and served as Co-Chair of the Racial Equality Task Force.
Nandu Kuppuswamy, CFA, is an investment management professional with expertise as both an LP and a GP representative. His career and professional experience spans investor relations, fundraising, asset allocation, due diligence, research, and strategy. He has a track record of raising funds from institutional investors as well as HNIs. Currently, Kuppuswamy is the COO and Partner at 3Lines Venture Capital and the founder of Ambrosian Sun Advisors, an advisor to alternative fund managers . Previously, he led investor relations at Sandstone Capital, Zodius Capital, and Kotak Mahindra Inc. Earlier he was an asset allocator at Spider Management (University of Richmonds endowment and managed credit risk for an $8 billion amortizing portfolio at CapitalOne.
More information about ebooks