Our Marketing Materials Mastery program is an in-depth full-day training workshop to help get into place your full suite of marketing materials, review best practices in this area, avoid top mistakes, and have an advantage over others when it comes to investor relations collateral. Most investment boutiques do not know what materials their competitors have in place, what easy tweaks to your cover pages or emails could get you more responses, or what homework you need to do for investor so they know with a glance exactly what you do and what makes you unique from your competitors.
Here are some things you will leave with by attending the workshop:
1. Complete an interactive worksheet to create a custom-tailored to do list of action steps for improving your investor collateral
2. Avoid the reason why most marketing materials take 3-5 pages to do what you can do with a single sentence
3. How to do your homework so investors aren’t forced to by changing the goal of your positioning and mindset
4. Take advantage of our view of the forest of interacting with 40,000 investment professionals year to avoid the top marketing material mistakes
5. Learn how to use your materials to maximize the 3 trust curves needed to close a deal and dynamically navigate investor relationships
6. Audit what you have currently in place to plug the holes, improve each piece, and have a marked competitive advantage over those who have not
This program is fast-paced, includes a worksheet you will complete throughout the workshop, and small group exercises so you can trade ideas and tools with your peers while moving through the workshop content. Since we have hosted 30+ of these workshops and 100+ conferences in total we have structured the event to start at 10:30AM and run until late afternoon so as needed you can take a train or plane into the city on the morning of the event and fly out in the evening in case you have business or family obligations which make that easily to fit this into your busy schedule. We realize that your time is being invested by attending more so than any fee paid so make sure you get a big return on your decision to attend this workshop and leave satisfied with all of the actionble content.
“Richard’s conference was a very well organized and well attended. The speakers/presenters were excellent and highly experience in the field. I picked up useful info on the macro view of family office issues and family office criteria for selecting individual managers.” – Dan Drennan, Hedge US
“The workshop was time well-invested. The presenters were very knowledgeable, and the information gained will be useful in our multi-family office practice.” – Joseph McNair, Warren Averet Asset Management
“The conference did an excellent job of consolidating thousands of hours of information into a single day. Worth 1000%+ my investment of time and money.” – David Weisburd
“As a small boutique firm in the family office space, the Family Office Group seminars have been a valuable resource for our firm giving us the opportunity to learn from industry insiders to help us grow our business.” – Karen M. Schmid, Moirai Capital Management, LLC
“This conference and your conference I attended in Los Angeles last month is by far the best venue I have experienced.” – Michael Herr, BroadRiver Asset Management, L.P.
“As always, Richard’s group has delivered again great information and speakers on Family Offices. If you can only join one occasion- this is the one.” – Don F. Wilkinson, Family Office Consulting, LLC
“Richard’s Investment Marketing Seminar in NYC was educational, current, and inspiring. We all benefitted from Richard’s breadth of knowledge surrounding the hedge fund marketing arena as his presentation delved into the granular level, while only providing valuable, relevant information. His stories and anecdotes were woven seamlessly into the presentation, serving as both motivational and informative tools.” – Justin Browe, Founding Partner Sage Lane Capital
“It was a pleasure meeting you today at the NYC Investment marketing Seminar, hosted by you/your firm. I thoroughly enjoyed your presentation and your invest relations ideas/insight. Again, thank you for hosting such an informative and thought-provoking event. I look forward to attending future events held by your firm.” – Mike Krumenacker, Director of Business Development & Investor Relations at Taum Sauk Capital Management
“Richard Wilson’s expert knowledge and current insights about the hedge fund universe provided an invaluable checklist of the dos and don’ts in investment fund marketing.” – Johanna Thornblad, Meridian Fund Managers
“A high class event with the “right” people in the room. People are open and informative but still maintain discrete and tasteful nature that is so vital in the Family Office space.” – Alexander Camargo, Celent
“The family office training workshop provides an opportunity for all industry participants together in a selective group and share ideas, concerns, and network FO issues. For us in the advisory and consulting world, this is an excellent source of knowledge and contacts.” – Isabella Fonseca, Celent
“This was a fantastic, educational experience. Incredible content, great perspective and well-chosen speakers. Nice, diverse presentations.” – David Stevens, Southern Asset Management
“Highly valuable education to Family Offices. Great environment to learn and meet. Networking is beneficial.” – Marquita Maria Topovski, The Marquita Group
“A very good conference, worth the special trip from London. The workshop was delivered in a very professional atmosphere and was very good value for the money.” – John Braund, Amscorp Capital Ltd
“Today I have had the opportunity to learn about Family Offices from the masters, which is so inspiring. Thank you Richard!” – Dr. Jerry Drobenko
“I was very impressed with the quality of the presenters and the topics discussed. Looking forward to the next event!!!” – Frank Mariuaro, Moutrose Accounting
“Great event and worth my trip from Beijing.” – Alex Gong
“Rich insight across a multitude of Family Office challenges and opportunities. Top notch presenters and high energy networking. Well done.” – Jake Rosser
“This was my first family office event and it was great. I met a lot of interesting people and learned a lot. If you don’t know where to start, start here.” – Raymond Gustafson
“Richard presents closed-door information from important contacts that provide powerful insights. Thank you.” – Tony Hartman, Mark Private Capital
“The diversity of speakers covering different topics was extremely helpful.” – Joy Hou, Solution Financing“The presentation was excellent, very practical and worth of its own merit. I know more now than if I was to try and learn this material through other courses. Richard is down to earth in presenting and his advice is doable and real. ” -Dennis E. Carr, BancportCommercial Capital
“The workshop was well worth my time to fly to New York. You gave me a lot of great ideas to raise more capital.” -JaceVernon, Why Lucid FX
Past attendees of our events and workshops have included investment funds, real estate and private equity independent sponsors, private bankers and wealth managers, capital raising consultants and third-party marketers, investment industry service providers who want to position themselves and their firms, and investment bankers and M&A brokers looking to get more deals done every year. Wealthy families with multiple operating entities looking for a marketing and investor relations edge.
Harvard Club of New York City
35 W 44th St,
The Harvard Club of NYC is a warm and friendly place; an oasis of calm in hectic midtown Manhattan. The Club offers an array of services for your enjoyment. A landmark building designed by McKim, Mead & White, the Clubhouse is also the hub of an extraordinary array of programming and events. Read or relax in the Library or be productive in the Work Center. Work out in our fully equipped athletic facility complete with squash courts, and then relax with a drink on the Rooftop.