by Nicholas Donato | Mar 22, 2016
The challenges of raising capital have never been greater. Investors are inundated with opportunities, their due diligence is heightened and their bar is set high. To be successful your fund marketing strategy should be well thought out and executed. Here’s the...
by Nicholas Donato | Jan 22, 2016
Learn how Cascade, a leading Denver-based investment management firm, created top-notch client service processes for these key client service areas: • Client Onboarding – This is critical since it can set the tone for the life of the entire relationship • Service...
by Nicholas Donato | Jan 22, 2016
The traditional approach to attracting institutional assets – leveraging strong investment performance and investor relationships – is no longer good enough. The surprising fact is the best performing asset managers do NOT raise the most capital. Watch the webinar and...
by Nicholas Donato | Nov 23, 2015
Landing clients requires a sustained relationship building effort over multiple years. Good company intelligence coupled with a very disciplined process are key to effective business development. Here’s the good news: Navatar has integrated S&P Capital IQ’s...
by Nicholas Donato | Nov 17, 2015
Deal origination has traditionally been an inefficient and labor-intensive process. Now, there is good news. Navatar has integrated S&P Capital IQ’s high quality company data with our powerful workflow tools to simplify this process and boost your deal origination...
