The Emerging Manager Growth Show - Episode 20

Episode 20 of the Emerging Manager Growth Show highlighted opportunities for new investment managers, emphasizing new capital sources from RIAs and family offices. Key advice included targeting the right audience with a clear theme, maintaining consistent and concise outreach, and focusing on meetings later in the quarter.The episode categorized consultants into three types: emerging manager consultants (e.g., Xponance), large global consultants (e.g., Meketa), and OCIO groups (e.g., Fiducient Advisors). Each category requires different engagement strategies.Fundraising tips included using a CRM for tracking, aligning sales plans with management, and asking potential investors about their fit and investment timelines.