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Expert Advice
2014 Regulatory Year-In-Review
Last week, the Securities and Exchange Commission issued its 2014 Agency Financial Report. Not
12.04.14
How A U.S. Firm Found Success Down Under
By Luke MacRedmond Milestream
Australia’s mismatch of supply and demand for high quality
09.04.14
Not Getting Noticed By A Fund-of-Funds Platform? By Nick Kinney
Many emerging managers (up to $2 billion in assets under management depending on style) use
08.07.14
Expert Advice: A Mid-Year Checkup On The Competitiveness of Your Fund’s Marketing
Earlier this year investment management consulting firm Casey, Quirk & Associates released its
07.03.13
And The Winner Is...
Nick Rotello, Managing Director
Seven Two Partners LLC
Close your eyes for a minute and reflect on
05.02.13
Thinking Through The ‘Fly In Fly Out’ Model
By Luke MacRedmond
Morse Consulting
In the December edition of Emerging Manager Monthly we
05.02.13
Emerging Managers and the GIPS Standards
Many emerging managers spent time at a prior institution. And in many cases, those prior employers
04.04.13
Tuning Out The Noise: A Consultant’s View of 2013
Nick Rotello, Managing Director Seven Two Partners LLC
Last year was a whirlwind of confusion,
01.03.13
A Multi-Part Series Examining Opportunities In Australia
Caution Required When Choosing A Third Party Distribution Partner By Luke MacRedmond, Morse
12.06.12
Respect A Consultant’s Time By Using Yours Wisely
Nicholas Rotello, CFA, founded investment consulting firm Seven Two Partners LLC in 2009. Prior to
09.06.12
April 2024 Issue
Emerging Manager Monthly has launched a new Manager Academy to provide investment management firms
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