Develop Effective Message

•Estabilish appropriate target market

•Review and refine marketing information

•Appraise and perfect manager's presentation


Manage and Distribute Fund Information

•Establish and refine fund information for databases

•Submit information to clients and prospects in a timely manner

•Assist in completion of investor DDQs and RFPs


Marketing the Fund

•Coordinate investor meetings and telephone/video conferences

•Introduce Portfolio Manager during meetings and telephone/video conferences

•Make fund presentations at investor conferences

•Network to build relationships and maximize fund exposure

•Assist in negotiations of terms

•Maintain frequent contact with investors to reinforce relationship and facilitate communication with fund manager