Attending events: a guide for third-party marketers

Eight steps to maximise ROI


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What will you learn?

In-person events play an important role in the hedge fund industry, reflecting the persistent role personal relationships play in decision-making.

For third-party marketers, these events offer an opportunity to meet with both allocators and potential hedge fund clients - so the opportunity is twofold. 

In this paper, we discuss:

  • How third-party marketers should prepare ahead of an event.  

  • How to capture conversations on-site, to facilitate quick post-event follow-up. 

  • How best to engage your new connections post-event.

  • The value of engagement metrics in focusing sales effort.