Sondhelm Partners was recently recognized as the Best Third-Party Marketing Firm by Hedgeweek

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At Fidelity, AI Provides Extra Eyes to Spot Red Flags

At Fidelity, AI Provides Extra Eyes to Spot Red Flags

October 31, 2023 | In The News

The artificial intelligence application Saifr uses natural language processing to help portfolio managers, sales, and other staff review public-facing communication. Dan Sondhelm opined on how asset managers are using AI for this Chief Investment Officer article.

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Sondhelm Partners Continues Winning Streak at Hedgeweek US Awards 2023

Sondhelm Partners Continues Winning Streak at Hedgeweek US Awards 2023

October 30, 2023 | In The News

We are excited to announce that Sondhelm Partners has been honored at the Hedgeweek US Awards 2023. We retained our title as the Best Third-Party Marketing Firm and secured third place in the Best PR & Marketing Firm category.

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Sondhelm Partners Continues Winning Streak at Hedgeweek US Awards 2023 Retains Best Third-Party Marketing Firm Title and Clinches Third Place in Best PR & Marketing Firm Category

Sondhelm Partners Continues Winning Streak at Hedgeweek US Awards 2023 Retains Best Third-Party Marketing Firm Title and Clinches Third Place in Best PR & Marketing Firm Category

October 27, 2023 | In The News

Hedgeweek recently recognized Sondhelm Partners as the best third-party marketing firm in the US in 2023, an award Sondhelm has won for the second year in a row. Sondhelm Partners also clinched a strong third place in the competitive Best PR & Marketing Firm Category.

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Sondhelm Partners Shortlisted for Three Categories at Chandler Publishing’s Institutional Asset Manager 2023 Awards

Sondhelm Partners Shortlisted for Three Categories at Chandler Publishing’s Institutional Asset Manager 2023 Awards

October 4, 2023 | In The News

Exciting news! Sondhelm Partners is shortlisted in three brand building and capital raising categories at Chandler Publishing’s 2023 Institutional Asset Manager Awards. Your vote can make a difference. Cast it now!

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Replay Now Available for GAMMA Webinar on AI Trends for Asset Managers

Replay Now Available for GAMMA Webinar on AI Trends for Asset Managers

September 27, 2023 | In The News

Did you miss the live GAMMA webinar on AI trends shaping the asset management industry? Don't worry; the full replay is now available for viewing. The session features insights from Daniel Satchkov of RiXtrema and is moderated by Dan Sondhelm. The webinar dissects the...

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Expanding Your Mindset and Approach for Financial Marketing

Expanding Your Mindset and Approach for Financial Marketing

September 12, 2023 | In The News

In an interview with Bill Hortz, Founder of the Institute for Innovative Development, for NASDAQ, Dan Sondhelm unpacks “Virtual Distribution,” a transformative strategy for fine-tuning marketing channels to amplify AUM growth, navigate the noise, and achieve results.

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Shops Aim to Help Staffers Balance Hybrid Work, Child Care

Shops Aim to Help Staffers Balance Hybrid Work, Child Care

August 29, 2023 | In The News

Some companies offer free backup care, while others offer flexible working policies during holidays and the summer. Dan Sondhelm opined on the trends.

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Sondhelm Partners Shortlisted for Two Hedgeweek US Awards 2023

Sondhelm Partners Shortlisted for Two Hedgeweek US Awards 2023

July 25, 2023 | In The News

Sondhelm Partners has been nominated in two categories at the Hedgeweek US Awards 2023. We are in the running for the Best PR & Marketing Firm and Best Third-Party Marketing Firm.

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Global X Dominates AI ETF Flows

Global X Dominates AI ETF Flows

July 7, 2023 | In The News

The thematic shop wins handily over ETF giants iShares, First Trust, but why? Dan Sondhelm opined for this Traditional Fund Intelligence article.

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Activist Investment Firms Thriving, but Take Different Tacks on Engagement

Activist Investment Firms Thriving, but Take Different Tacks on Engagement

June 30, 2023 | In The News

Activist investing, once a niche within hedge fund firms, has increasingly seen long-only managers join the field. Dan Sondhelm opined for this Pensions and Investments article.

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BlackRock undercuts Innovator, First Trust, AllianzIM

BlackRock undercuts Innovator, First Trust, AllianzIM

June 28, 2023 | In The News

The firm set rock-bottom fees for new buffer ETFs by entering the asset class and offering rock-bottom prices. Dan Sondhelm opined for this Traditional Fund Intelligence article.

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How Boutique Hedge Funds Can Secure Larger Investors

How Boutique Hedge Funds Can Secure Larger Investors

June 28, 2023 | In The News

It can be challenging for boutique hedge fund managers to jump from personal capital to institutional investors, but it doesn’t need to be. Dan Sondhelm sat down with Hedgeweek to discuss common pitfalls and practical strategies to ease this transition.

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Sondhelm Partners, established in 2016, helps hidden gem and brand name investment managers attract investors, strengthen credibility, and build brands.

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