The Emerging Manager Growth Show - Episode 39

In Episode 39 of The Emerging Manager Growth Show, Gui Costin breaks down how banks and broker-dealers fit into an emerging manager’s fundraising strategy—and how to engage them effectively.Gui explains why execution matters more than market conditions, emphasizing early-year planning, disciplined outreach, and consistent activity as the true drivers of momentum. He debunks common myths around needing $500M+ in AUM or a large wholesaling team, and outlines how early engagement with home offices can shorten future sales cycles. The episode also covers city scheduling, cold outreach as a long-term brand builder, and why combining top-down and bottom-up coverage is essential when fundraising through bank and broker-dealer platforms.