After collectively spending 20+ years working with asset managers, institutional investors, consultants, and service providers, we realized that sales teams are:

• Struggling to book meetings

• Operating without a process

• Trading off sales activity to train new hires

• Missing out meaningful engagements; especially with meeting at-bats becoming less frequent

A conversation that started at industry conferences has materilized in the Art and Science of Institutional Fundraising, a first of it’s kind on-demand content series for sales and distribution teams. This is ideal for anyone that is directly selling or works adjecent to sales teams: wholesalers (internal/external/hybrid), Portfolio Managers, Divisional/National Sales, Heads of Investor Relations, Consultant Relations, and more.

We are confident that your investment in this program will help your team reach it’s goals for this year, whether it’s your first fundraise, a record AUM year, or training new hires.