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Prime Brokerage
Capital Introduction

Our Capital Introduction team provides our hedge fund clients with targeted introductions to the world’s leading pension plans, endowments, foundations, family offices, sovereign wealth funds, insurance companies, funds of funds, private banks and consultants.

Working seamlessly across our global network, our team can track, synthesize and utilize the information gained from our manager and investor relationships to make effective client introductions.

Pre-Marketing “Consultative” Work

  • Feedback on written materials and verbal pitch
  • Competitive landscape analysis
  • Fund positioning
  • Terms and fees
  • Target prospect list
  • Product expansion

Introduction Programs

  • Targeted introductions to a bespoke group of investors
  • Quarterly Milestones publication announcing new launches

Investor Events and Conferences

  • Large-scale conferences in the U.S., Europe and Asia
  • Regional forums in New York, Boston, Chicago, Washington D.C., Dallas, Philadelphia, San Francisco, Rio de Janeiro, Sao Paulo, Tokyo, London, Geneva, Zurich and Milan
  • Specialized events by strategy focus, investor type and/or theme

Hedge Fund Industry Analysis

  • Annual investor survey
  • Quarterly webcast on hedge fund trends and themes
  • Customized reporting based on client needs