insights

To start, my number one piece of advice is:“Stop thinking about what you want to tell them and focus on what they need to know.” Many professionals make the mistake of treating their CV as a comprehensive biography rather than a targeted document designed to get them an interview. Your CV should be a strategic […]

As an experienced professional in private equity real estate (PERE) fundraising and investor relations (IR), you have a wealth of expertise that you want to leverage in a firm that aligns with your long-term career goals. However, the process of finding the right fit isn’t always straightforward. You’ll need to carefully assess the organization during

When navigating the world of wealth management, asset managers encounter a diverse array of intermediaries, each with its own unique structure, audience, and value proposition. Understanding these intermediaries is crucial to crafting a successful distribution strategy. Below, we delve into the different types of wealth management intermediaries, along with their key advantages and considerations. 1.

Emerging fund managers often seek an experienced capital raiser to expand their investor base and handle outreach, follow-ups, and updates. However, hiring a commission-only professional can present unique challenges. While this approach appears financially efficient—rewarding success without straining cash flow—it often fails to attract top talent. The Common Struggles with Commission-Only Roles Many firms wait