Case Study: Hedge fund pitching potential investors
Situation
The co-portfolio managers and the head of investor relations needed to raise funds for their young, growing hedge fund. They were struggling to distinguish their fund’s value in a crowded and competitive alternative asset environment. The portfolio managers were excellent investors but were not natural presenters.
Solutions
- Franchetti Communications reviewed the hedge fund’s existing marketing materials and pitch book prior to working with the portfolio managers
- Half-day of intensive COMMUNICATE!™ presentation coaching, with a focus on marketing and sales meetings, including on-camera meeting simulations
- Q&A strategy mapped out to allow the investment team to articulate their unique positioning and value proposition to potential investors
Results
- The head of investor relations was able to revise their marketing materials to more accurately distinguish the fund’s unique positioning in the market
- The co-portfolio manager confidently presented their opportunity to potential investors, resulting in a higher commitment rate
Send me the special report
6 ways to guarantee that your
message will cut through the clutter
The Franchetti group understands the art of communication, and the overwhelming importance of it. They teach you what good and bad communication does to your business and then skillfully teach you how to become comfortable with it and master it!
Jack is one of the most experienced media trainers with whom I've had the pleasure to work with….He is always well prepared with the media issues that our clients are facing and he is always well versed on the industries in which our clients operate… Some of my clients at the most senior level have said that Jack's course is one of the best that they've ever taken.
Suzanne’s ability to help speakers plan and deliver powerful presentations is remarkable. From corporate finance professionals to 17- year old high school interns, to the visionary Executive Directors of nonprofit organizations, I have watched Suzanne tailor her work to help her audience masterfully connect with theirs.
We have been able to improve public speaking, presentation skills, marketing techniques and media communications across our organization. Several of our local markets have found success by using the techniques introduced in the Franchetti programs resulting in new clients and business.