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White Papers


Surfing the Convergence Wave:
How Asset Managers Can Stay on the Board
April 2016, Vol. 6, Issue 1

Aligning Investments, Sales and Marketing in a Challenging Environment
December 2014, Vol. 5, Issue 3

Structure: Building Blocks of a Successful Investment
Management Firm
The Nuts and Bolts of Effective Company Implementation
Paper 2: Outsourcing, Hiring Practices, Team Management and Compensation
June 2014, Vol. 5, Issue 2

Structure: Building Blocks of a Successful Investment
Management Firm
The Nuts and Bolts of Effective Company Implementation
Paper 1: Ownership and Management
January 2014, Vol. 5, Issue 1

The JOBS Act:
The JOBS Act Will Accelerate the Institutionalization of Hedge Funds
September 2012, Vol. 4, Issue 1

Inside a Successful Management Firm:
Building a Premier Marketing, Sales and Client Relations Organization
Paper 1: Building a Premier Marketing, Sales and Client Relations Organization, October 2009, Vol. 1, Issue 2
Paper 2: Define Capabilities and Offerings, and Develop Marketing Strategy, March 2010, Vol. 2, Issue 1
Paper 3: Determine Product and Distribution Model, and Build Marketing, Sales and Client Relations Organization, November 2010, Vol. 2, Issue 2

Tackling Investment Firm Challenges:
Successful Execution of Strategies and Plans
March 2009, Vol. 1, Issue 1