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Expert Advice

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Calif. Initatives To Promote Emerging Manager Programs
By G. Thomas Stromberg and Elizabeth C. Sluder, Kaye Scholer LLP Newly enacted California Senate
11.03.11
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How To Better Communicate Investment Processes & Philosophies
By Bruce Frumerman, Frumerman & Nemeth Inc. Rising competition among money managers is one of the
08.04.11
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The Worst Finals Presentations: 5 Things To Never Do
By Lillian Jones, Emerging Manager Network An asset management firm will need to engage with
03.03.11
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How To Get High Paid Professionals To Use Your CRM System
We’ve been implementing CRM for investment management professionals for over 15 years, so we have a
03.03.11
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The First Three Years: What Should Asset Managers Be Doing?
By Lillian Jones, Emerging Manager Network Welcome to 2011! This is the second installment of a
02.03.11
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New Pay-To-Play Rules To Impact Advisors
Following several high-profile scandals involving payments made to government officials designed to
12.02.10
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Best Practice and Common Practice Not One and the Same
Separating what is done out of convention, habit and convenience from what is actually well thought
03.04.10
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Picking The Right Manager, A 3PM Critique
Steve Rubenstein of third party marketing firm Arrow Partners provides insight into how 3PMs
03.04.10
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Picking The Right Manager, A 3PM Critique
Last month, I discussed with you the importance of evaluating an investment firms product and
02.04.10
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Picking The Right Manager, A 3PM Critique
Last month, I discussed with you how to evaluate the “talent” component of a firm as part of a four
01.06.10