A small asset management firm was at an inflection point with AUM of $2+ billion and wanted to raise its profile to grow by attracting new large institutional clients and employees. The firm's AUM increased to nearly $93 billion from $2 billion at program inception and has grown to 160+ employees, including new co-CEO/CIO, MDs and additions to the investment and client services teams.
- Crafted a compelling message reflective of the firm's differentiated investment philosophy and process and acquisition strategy
- Prepared the client for engagement with the media, built relationships with tier-one media and obtained coverage in Pensions & Investments, Barrron’s, Bloomberg, WSJ, MarketWatch, Los Angles Times, and Los Angeles Business Journal through ongoing media outreach
- Crafted communications materials, news releases and developed press kit
- Conducted a comprehensive website audit and developed a new corporate website reflective of best practices and messaging goals
- Implemented quarterly video webcast program to facilitate communications with clients and consultants; handled all aspects from content creation through production; produced series of short videos
- Conducted extensive media training with management, sales, and investment teams
- Assisted with all aspects of the founder's thought leadership strategy, including leveraging stories in The New York Times, AP, ChicagoBusiness.com, The Huffington Post, TheWrap and others to convey the corporate philanthropic strategy