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The Emerging Manager Board is pleased to provide a virtual workshop featuring who will provide tips to help attendees grab the attention of potential customers faster than an elevator ride! During this event, we will review the last sales presentation from 20 Aug 2021, in case you have any questions from that meeting. Featured Content: How to draft the Mission and Value Statements for your firm Why it’s so important How… |
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Sales Pitch 3: How to speed date- Cap intro prep Asset allocator do’s and don’ts (videos) What material to use for a 15-minute speed dating? How to structure a 15-minute pitch? Guest speaker: Daniel Marchand, Senior Vice President, Head of Investor Global Sales at Trez Capital Daniel has been in the asset management business for over 25 years. Across various firms, including Lazard Freres of New York, Nuveen Investments of… |
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