Posts Tagged ‘Financial’

Financial Certification

admin | Monday, August 18th, 2008 | No Comments »

Financial Certification

Financial Certification in Hedge Funds

Here is the result of a recent interview I completed with the Financial Times regarding the Hedge Fund Group (HFG) and Certified Hedge Fund Professional (CHP) Designation, a new financial certification. Thanks to Fintag for the friendly (overly friendly) plug over on his blog here.

Here is a short excerpt from the Financial Times article:

Financial Certification Financial Certification“Students can receive qualifications for almost anything, be it a “maple syrup” course at New York’s Alfred University or “cyberfeminism” at Cornell. Basic economics teaches that so long as there is demand and resources, supply will shortly follow.

Richard Wilson, founder of the Hedge Fund Group (HFG), a professional networking organisation, witnessed a demand for a programme dedicated to the study of hedge funds. This discovery led to the Certified Hedge Fund Professional (CHP) Designate initiative. Mr Wilson previously worked for a currency and commodity hedge fund and a fund of funds in South Africa before joining a hedge fund marketing firm.

The charter he has helped create is a programme designed to prepare students for life in a hedge fund. “It will also save two-thirds of training on the job and enable them to walk right in and know what is going on,” says Mr Wilson.

CHP Logo Small Financial CertificationThe Chartered Financial Analyst and Chartered Alternative Investment Analyst are well established rival programmes. The CHFA project, launched in mid-July, is designed to be similar, but not a copy of others…. An online training forum provides career advice, CV checks, and access to a directory of managing directors and recruiters for students. Students gain admission to the Hedge Fund Group (HFG) and its 9,000 members.

The charter received roughly 900 applications for the first year, but intake was limited to 100…. “The Hedge Fund Group (HFG) team has been fabulous. They answer every question quickly, accurately and professionally. It’s this stuff that, quite simply, builds credibility,” says, Sameer Vishwanathan, a new student of the CHP Designation Program.”

Here is the full article.

Certified Hedge Fund Professional (CHP) Links

- Richard

Subscribe To this Blog via Email | Or RSS

Articles related to Financial Certification:

1. Certified Hedge Fund Professional (CHP)
2. Investment Certification
3. Hedge Fund Employment
4. Hedge Fund Jobs
5. Hedge Fund Managers
6. Hedge Fund Strategy Guide
7. Geographical Hedge Fund Guides
8. Hedge Fund Associations
9. Hedge Fund Jobs
10. Hedge Fund Job Listings

Permanent Link: Financial Certification

Tags: Financial Certification, Financial Management Certification, Financial Markets Certification, Certification for Financial Markets, Financial Analyst Certification, Certification and Financial, Financial Consultant Certification, Financial Certification Courses, Financial Officer Certification, Financials Certification

Financial Advisor Marketing

admin | Wednesday, August 13th, 2008 | No Comments »

Financial Advisor Marketing

Financial Advisor Marketing Differences Q & A

Financial Advisor Marketing, Marketing to Financial AdvisorsToday I received this question from a New York based hedge fund marketer.

Question:When marketing to financial advisors for your hedge fund, what necessary steps do you need to take dealing with these guys? Is it any different that dealing with family offices?

Answer: Marketing to financial advisors is much different than marketing to single and multi-family offices. Here are the main differences between the two that I have noticed:

  • Family ffices have more established due diligence procedures, often involving consultants or internal analysts which do nothing but look at hedge funds or alternative investment products.
  • Financial advisors have lower minimum asset levels for what they will consider investing. 90% of family offices only seriously consider investing in hedge funds with at least $75M-$100M, and many require $250-$300M or even $1B in assets under management.
  • Family offices are more tight lipped. It will take more effort to develop a relationship, meet in person and get clear feedback on why or why a hedge fund is a good fit for what they are looking for.
  • Family offices are harder to identify in the first place. Financial advisors are easier to find, there are more of them and they advertise more openly. Some family offices advertise but many stay below the radar and some purposefully don’t even have a website.
  • While family offices service to high net worth investors almost exclusively many financial advisors work with a broad spectrum of client types – this might require more caution by them and your fund in marketing products to them. It might also mean sorting through more financial advisors to find one with several HNW clients.
  • In my experience financial advisors seem much more sensitive and motivated by how they will earn a commission or income from the transaction whereas many family offices charge rich enough fees that this is less of an issue.
  • While some financial advisors may take 16-24 months to really get “on board” with a relevant hedge fund manager, understand your investment process and possibly invest most will come to terms a bit before then. Family offices on the other hand often take 18-24 months just to complete their due diligence and committee meetings, it is a very long sales process.
  • Both family offices and financial advisors require genuine relationship-building efforts and tenacity
  • From a legal standpoint there may be other precautions your fund should take but I am not a legal expert so I can’t provide any guidance within that space.

I recently published a blog post which provided more tips on marketing hedge funds to financial advisors here: Marketing Hedge Funds to Financial Advisors and I have 30 additional articles within the Hedge Fund Marketing Guide section of my blog.

Finally, I run small websites on both third party marketing and family offices which may be of use.

- Richard

Subscribe To this Blog via Email | Or RSS

Articles related to Financial Advisor Marketing:

1. Marketing Hedge Funds to Financial Advisors
2. Hedge Fund Public Relations
3. Marketing to Institutional Investors
4. Hedge Fund Jobs
5. Hedge Fund Managers
6. Sales Motivation
7. Hedge Fund Seed Capital
8. Financial Public Relations
9. Third Party Marketing
10. Investment Sales Jobs

Permanent Link: Financial Advisor Marketing

Tags: Financial Advisor Marketing, Marketing to Financial Advisors, Marketing to Family Offices, Multi-Family Office Marketing, Financial Advisor Marketing Plan, Financial Advisor Marketing Ideas, Financial Advisor Marketing Strategies, Financial Advisor Marketing Systems, Marketing for Financial Advisors

Samuel Israel Bayou Capital Group

admin | Saturday, August 9th, 2008 | No Comments »

Bayou Capital Group

Samuel Israel – Bayou Capital Group Videos

Samuel Israel 3rd, Sam Israel, Bayou Capital ManagementHere are a series of 3 videos documenting Samuel Israel’s faked suicide, arrest and attempt to plead guilty in court. Mr. Israel was a hedge fund manager who ran Bayou Capital, he was accused of fraud and taking over $450M from his investors.

If you are viewing this by email via my daily daily hedge fund newsletter please click here now to view this video.

Tired of reading articles? Watch more videos like this one above within the Hedge Fund Videos Directory.

- Richard

Subscribe To this Blog via Email | Or RSS

Articles related to Samuel Israel – Bayou Capital Group:

1. Bayou Hedge Fund Manager James Marquez Jailed!
2. Global Macro Hedge Funds
3. Event Driven Hedge Funds
4. Hedge Fund Jobs
5. Hedge Fund Managers
6. Green Hedge Funds
7. Short Selling
8. Emerging Markets Hedge Funds
9. Warrant Arbitrage
10. Risk Arbitrage Hedge Fund Strategy

Permanent Link: Samuel Israel – Bayou Capital Group

Tags: Samuel Israel 3rd, Sam Israel, Bayou Capital Management, Bayout Capital, Samuel Israel III, Samuel Israel Arrested, Samuel Israel Court Case, Fraud chargest against Sam Israel

Hedge Fund Industry Awards

admin | Friday, August 8th, 2008 | No Comments »

Hedge Fund Industry Awards

Hedge Fund Industry Awards Dinner Video

Here is a short video showing a series of pictures from the recent Hedge Fund Industry Awards Dinner.

If you are viewing this post via email my daily hedge fund newsletter please click here now to watch the video.

Tired of reading articles? Watch more videos like this one above within the Hedge Fund Videos Directory.

- Richard

Subscribe To this Blog via Email | Or RSS

Articles related to Hedge Fund Industry Awards:

1. Top 100 Hedge Funds
2. Best Hedge Funds
3. Hedge Fund Due Diligence
4. Hedge Fund Jobs
5. Hedge Fund Managers
6. Hedge Fund Investments
7. Fund of Hedge Funds
8. Diversified Investment Advisors
9. Short Selling
10. Hedge Funds and Private Equity

Permanent Link: Hedge Fund Industry Awards

Tags: Hedge Fund Industry Awards, Hedge Funds Industry Awards, Hedge Fund Industry Awards Dinner, Awards for Top Hedge Funds, Awards for Top Performing Hedge Funds

Public Relations: A Guide for Financial Planners & Insurance Agents

admin | Saturday, July 19th, 2008 | No Comments »
 Public Relations: A Guide for Financial Planners & Insurance AgentsEvery single industry has “secrets” that the public is interested in and the financial service industry is no different. I understand that the longer you have been in the industry, the more “normal” the jargon and thinking may become, but for the general public, there are plenty of things that you and I may take for granted that could be turned into a killer press release.
I wanted to talk briefly about the press release style about having a secret to tell. Of all the different types of press releases, this is perhaps the best way to generate interest and, in my opinion, should be used regularly.

Have you put your goals and publicity plan together? Have you put processes into place that will make the submission of press releases easy and automatic? Have you gathered a list of local media and are ready to go? If so, then now comes the fun part.

Writing the Release -First Comes Structure. There are a few very important things to keep in mind when you write your press release. First a couple basic points that you need to remember about the structure of the press release:

* Top of the Page – 2 things about the header
o On the top left hand corner of the, in UPPERCASE LETTERS, you want to write “FOR IMMEDIATE RELEASE” if you want it to released now or anytime in the future (yeah it may be a month or two until they use it)
o On the upper right hand corner of the page, write (again in UPPERCASE): FOR FURTHER INFORMATION: YOUR NAME, (123)444-5555.

Making the Headline Interesting

The headline has one purpose only, to be interesting enough to catch the reporters interest so that they continue reading the body copy. You want to use interesting, catchy, and in this case “secrets” that will interest the reporters readers. Keep in mind that the reporter has a reputation to uphold. They are not going to just throw a story together that isn’t interesting in the press release. If you can wrote an effective release, you will do a lot of the reporters job for them. Failure to express your story idea in an interesting headline is certain doom for your publicity campaign.

The headline should be written to bring out the personal side of the financial industry. In other words, people are selfish and if you can tell them why they are potentially doing the wrong thing then you have their attention. One of the easiest ways to accomplish this is with a “secret”.

Everyone wants to be in on the secret, and expressing your secret in the headline is key. Reporters love secrets and if they can crack it, they have the making of a good story.

Now what is a “secret”? It is simply just something that you know that everyone else doesn’t.

Here is a headline that I used successfully for a workshop on college funding that I conducted:

Why Few Parents Have The Right College Funding Plan

- And How To Tell If You’re One Of Them!

It is pretty basic, but if a parent were to read it, do you think they would be interested? Of course!

Feel free to adapt it to your own niche. Simply substitute “College Funding Plan” maybe you could say “Investment Strategy” or “Retirement Plan” or “Mutual Fund Allocation”. The options are endless.

Most people tend to believe that they are doing things the right way and may not put a lot of thought into their savings, or investment plan, but if you can bring it to the front of their mind then they will be interested in finding out what you have to say. Here are some other ideas for headlines that you an adapt to your niche or liking.

Why You And Your IRA May Not Be A Match

How Changing Mutual Fund Allocations Could Save You Thousands, An Secure Your Future

Best-Kept Secrets of How To Get The Maximum Money For Your Child’s College Education

Discover the 10 Biggest Inside Secrets That Could Save You A Fortune During Your Golden Years

Discover the Unheard of Secrets of How To Choose the Mutual Fund Investment Right For You

These headlines draw in the reader and prompt a desire to learn more. I bet that as you read the headlines you asked yourself, what some of the secrets were. The list is endless and with a little practice, you will soon be writing your own attention grabbing headlines. The easiest way for me to write effective headlines is to look through the newspaper and magazines that you subscribe to and adapt the headlines to you. Some headlines that I have used have been borrowed from other industry magazines and from random stories from the newspaper. Use your imagination and have fun, it is not that hard to create an effective headline.

Brandon Hansen is the owner of MarketYourPractice.net He has been in the financial industry for over 10 years and is focused on teaching other financial professionals how to market their business more effectively. He offers a free marketing CD at his website that talks about how a struggling rookie agent went on to tremendous success that you can get for free by visiting his website.

Article Source

Tags: financial, public, relations, services, firms

Public Relations in These Hard Financial Times

admin | Sunday, July 13th, 2008 | No Comments »

public relations in these hard financial times Public Relations in These Hard Financial Times

It is not important to just know how to distribute a press release, but the timing and the content of the news release must be top priority. This is one of the least understood aspects of how to distribute a press release. Press releases are great marketing tools when they are done correctly. A public relations company can typically handle press releases for businesses, but it is also possible to prepare and release this item on your own. Knowing how to distribute a press release can save you tons of time and money if you do it correctly.

It is important to make sure that the press release contains all of the appropriate contact information. Items like headline, contact person and the name of the company should all be very quickly found when it is initially sent out. Make these items prominent on the document.

Get a list together of the medial outlets that you plan to send the press document. Take the time now to make sure that the contact information is current and that the list is accurate. Make sure the list contains only the outlets that will most likely have an interest in the press release. Don’t waste time sending the document to those outlets that are not likely going to be interested in your release.

The method of delivery must also be determined. Will you be faxing or emailing your press release? Most news outlets require you to fax the document, but some will also want an email follow-up, while most others will require an online submission. Check with each media outlet to find their preferred method. When sending a fax it is always a good idea to test the quality of the fax. You can avoid a lot of headaches or missed opportunities if you correct any legibility problems before you send it out.

Plan your timing very carefully. If you send your press release during a major event you will not get anyone to look at it. It is best to try and release your document in the middle of the week. There is no way to tell when it will be a slow enough news day to give your press release the attention it needs, but with a little attention you should be able to tell when it is not a good time to send it.

Be ready for some questions. Get a list together of potential questions that could be asked about your announcement. This will help you to be prepared and ready with your answer no matter the question that is asked. There is no way to predict every question that will be asked, but it is possible to be prepared for the most likely ones.

Rod C. Beckwith, co-creator of the Press Equalizer software, has made hundreds of media contacts and distributed thousands of press releases online. If you need to distribute press releases online, then check out his software package.

Article Source

Tags: financial, public, relations, services, firms

Hedge Funds Operational Risks

admin | Saturday, July 12th, 2008 | No Comments »

Hedge Fund Operational Risk

Hedge Funds – Operation Risk Assessments

Hedge Funds Operational Risks, Operational Risks of Hedge Funds, Operational Riskiness of Hedge Fund InvestingAs the hedge fund industry. matures and manages more assets, investors have developed more thorough due diligence practices. In this white paper cited below investors are warned to scrutinize the operational structure of a fund, as the author believes that some hedge funds are poorly managed with a small staff relative to the massive assets under management.

This white paper recommends a rigorous operational due diligence review that covers the manager’s overall fund structure, back office structure, valuation and independent oversight. The guide looks at several key considerations for hedge fund investors: the experience of the operations personnel, compliance, internal operations, portfolio pricing and the quality of the service providers. There is good news on operational infrastructure, in that middle office functionality has improved with the addition of more major outsourcing providers. Yet a thorough operational due diligence review is still very necessary for hedge fund investors. I thought this resource might be useful to many fund of fund professionals and investors.

Resource: Whitepaper on Hedge Fund Operational Risk & Transparency

- Richard

Subscribe To this Blog via Email | Or RSS

Articles Related to Hedge Funds and Operational Risks

1. Hedge Fund Due Diligence
2. SEC on Hedge Fund Regulation
3. Hedge Fund Risk Analysis
4. Hedge Fund Jobs
5. Hedge Fund Managers
6. Hedge Fund Manager Due Diligence
7. Due Diligence for High Net Worth Clients
8. Institutional Hedge Fund Risk Controls
9. Hedge Fund Due Diligence Questions
10. Fund of Fund Due Diligence

Permanent Link: Hedge Funds Operational Risks

Tags: Hedge Funds Operational Risks, Operational Risks of Hedge Funds, Operational Riskiness of Hedge Fund Investing, Operational risk assessment for hedge fund investments

Increasing Financial Profits Using Media Relations

admin | Friday, June 13th, 2008 | No Comments »

 Increasing Financial Profits Using Media Relations

Who doesn’t want to get the word out about their company, service, or product? As a publicity expert with more than twenty years experience in the field, I have encountered hundreds of companies who have wanted the same thing. My answer is to appear as a guest on local radio, TV news shows and/or gain editorial coverage in print which will enable you to get the word out to thousands (and possibly millions) of consumers.

From my experience, here are some tips that will help anyone get started in the race to attract attention from the broadcast media – radio and TV.

How To Know if You Are a Good Candidate for Radio and TV.

Almost anyone can be a candidate for radio and TV, but if you are a company with consumer-oriented products you are a perfect fit! If you are a professional firm with legal, financial or consumer related services this would work for you too. With specialty radio and TV programs on law, relationships, lifestyles, health, gardening and more, there are definitely shows out there that can be a perfect match for your message.

Does Practice Make Perfect?

Oh, definitely. The professionals who are in the media all the time make it look very easy, but actually it’s a skill. The more interviews you do, the better you get at defining your message and honing your presentation skills. And once you do a few radio call-in shows and speak to a few hosts, you’ll find that the questions you get are similar. Usually, there’s one area of your message that’s really interesting to people and you can start to craft your answers to respond about that area.

Where To Focus Your Pitches.

Local radio shows on the 250-watt or 1,000-watt AM stations are a great place to start. There’s also internet radio, which is becoming more popular and could be another good way to get started. With more radio shows going to national programming the weekend programs are also the best place to find radio shows that are looking for guests.

For TV go after your local morning news programs or weekend lifestyle segments.And there’s also community-access cable, which can be relatively easy to get on and can provide wonderful experience and a way to build up your confidence on camera.

How to Spark Producer Interest.

Well, first, stay up on the news. Listen to the radio, read newspapers, watch TV. That helps you figure out what’s in the news and how your message might tie in with it. Once you have an angle or tie-in to a current news story, put together a press release that positions you as an expert on this issue and sells them on why they should have you as a guest. Remember, pitch your expertise as a solution to a problem that’s making news – don’t go in with a sales angle!

Getting Prepared for the Interview.

Make sure you’re fully prepared with facts, figures, and anecdotes to talk about when you’re on the air. Make up a cheat sheet or note cards loaded with your best information and key points. Most TV interviews are going to be very short — three to five minutes at most — so you really must know your message before you go on the air.

Do some dry runs with a friend or business associate acting as the host, so you get your answers down. The audience can easily detect the difference between a guest bursting with knowledge and one whose knowledge well is drying up. If you don’t have much to say, you’ll lose the audience’s attention and any credibility that you were building with them.

Do As Many Interviews as Possible.

There is no such thing as overexposure; you want to conduct as many media interviews as you can. The more interviews that you do, the more buzz you will build about your company, product or service. And you should make yourself available at a moment’s notice, if need be. Talk radio interviews are typically done from your home or office, so that makes it very easy.

Think of media appearances as instant promotional opportunities, and be available day or night. Anytime you’re on the air, you’re going to boost your company, product or service’s visibility and sales.

How To Get Invited Back.

You need to sparkle on air. Enthusiasm speaks loud and clear, so in order to keep the audience attentive you need to maintain a high level of interest throughout the interview.

Remember, media is about entertainment. So you want to be both informative and entertaining, not boring. Do that and you’ll find the host jumping in to help you promote your message.

How to Give a Good Interview: Eat, Sleep and Turn Off Your Phone!

It sounds obvious, but the first thing is make sure you’re really well-rested and well-fed. Your attention isn’t going to be focused if you’re hungry or tired.

Also, if you’re doing a radio interview from your home or office, close yourself off in a room where there are as few distractions as possible. Get your cell phone out of there! Then, try and relax and be yourself. Nobody knows your message like you do — so you really are an expert. Have fun with it!

And don’t be too hard on yourself after your first appearance. No one goes out and bats a home run the first time at the plate. So try to be as comfortable as possible and as prepared as you can be, and then enjoy yourself.

Marsha Friedman, CEO of publicity firm EMSI, is a radio personality, speaker and publicity expert. If you would like to receive a free copy of her EBOOK “50 Tips To Becoming a Great Guest On Talk Radio” please visit our website at http://www.emsincorporated.com

Article Source

Tags: marketing, financial, relations, agency, advertising

Considering The Public Relations for a Cause

admin | Tuesday, December 25th, 2007 | No Comments »
 Considering The Public Relations for a CauseThere are many things businesses can do for public relations and community goodwill. Consider a business owner who is an athlete and likes to do athletic things. Well they can get pledges and sponsors and then perhaps do something involving athletics? Maybe like a long-distance bike ride or something of this nature. There are a million non-profits and causes to generate money for and they all need financial help and indeed public relations too.

Maybe your company can make a website for it or hire someone to write an eBook on the subject for anyone else wanting to go for it and give it away on your company website? I once did a long distance bike ride to raise money for Special Olympics. Now I am planning one across the United States. Most of the other rides like this take Northern Routes while I am planning mine on a more Southern Route.

Maybe if I do it to raise money for Cancer, Awareness for Downtown Revitalization, awareness for America to start exercising and obesity, anti-drug campaign or something like that. Then really hit the PR, as it does have value and we have some issues on the home front, which need our attention now. Think of all the great things you can do and enjoy doing it. It makes for such a great public relations campaign indeed.

“Lance Winslow” – Online Think Tank forum board. If you have innovative thoughts and unique perspectives, come think with Lance’s web. Lance is an online writer in retirement.

Article Source

Tags: financial, public relations, business, company, awareness

Public Relations | How Financial Planners Get Publicity

admin | Monday, June 11th, 2007 | No Comments »
 Public Relations | How Financial Planners Get PublicityYou’ve probably noticed, if you live on this planet, that we live in a media-driven world.
You may have mixed feelings, personally or philosophically, about this. But it’s a fact of modern life. And in at least one very important way, it’s good news.

This is how:

Living in a media-driven world is very good for professional practices, like financial planners. For anyone, in fact, who makes a living or runs an organization that is based on using their know-how or getting a message across.

Because if you fit any of these categories – and most people do, even many who work with their hands – you can get media coverage. Favorable, positive media publicity. Free publicity. And you can use that free publicity to build your practice.

Best of all, you don’t have to resort to cheesy or tacky tactics to do it. You can do it responsibly and professionally. And still grow your business.

You’re going to do it by using the very same expertise you tap into every day at work. Only instead of applying that expertise to your client, patient, or customer service, you’re going to use it a little differently.

You’re going to share your knowledge with the media – and through them with the public. With the people and businesses who will become tomorrow’s clients.

Ned Steele works with people in professional services who want to build their practice and accelerate their growth. The president of Ned Steele’s MediaImpact, he is the author of 102 Publicity Tips To Grow a Business or Practice To learn more visit this site.

Article Source

Tags: financial, public, relations, firm, marketing


G.T.C. Educational Website Network: Business Career Center | Business Management | Supply Chain Management | Financial Analyst Training | International Business Training | Purchase Management | Recruiting | Business Coaching | Businss Broker | Business Analysis | Consulting Training | Copywriting Training Guide | Influence Guru | Public Relations Blogger | Sitemap