by Liz Hecht | January 2024 | Preparing Effectively
In This Issue: A Better Way | Step by Step | Hidden Potential Successful asset managers implement a consistent, repeatable investment process. But how many have developed and put into practice a consistent, repeatable presentation process? This issue of Excess Returns...
by Liz Hecht | September 2023 | Selling the Organization
In This Issue: What About The Bios? | Better Résumés | Next! When asked the source of their competitive advantage, many investment companies without hesitation would respond: “Our people.” And yet these same companies’ websites and presentation materials describe...
by Liz Hecht | March 2023 | Preparing Effectively
In This Issue: Three Myths | By the Book | Respect for Logic My job at Alpha Partners often combines creating content with coaching on the delivery of investment presentations. Content and delivery. Two sides of the very same coin, right? One would certainly think so....
by Liz Hecht | March 2021 | Selling the Organization
In This Issue: Fox or Hedgehog? | The Private Equity View | Range The world we live in places a high value on focus, specialization and expertise. What then is one to make of investment companies that describe “generalist” research coverage as an advantage? This issue...
by Liz Hecht | May 2015 | Presenting Performance and the Portfolio
In This Issue: The Right Kind of Proof | Reality Check | Investment Performance Handbook Investment management is a competitive field where small things can make a big difference. This issue of Excess Returns examines a potential competitive advantage that is...
by Liz Hecht | April 2015 | Communicating with Distinction
In This Issue: Teach to Learn | The Downside? | Wealth Management Unwrapped Can a simple shift in mindset greatly increase one’s effectiveness as a salesperson? You bet it can. This issue of Excess Returns explores strategies for selling...
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