Podcasts

[podcast] How today’s fund managers connect with interested investors — with Peter Hans

close

Email a Friend

[podcast] How today’s fund managers connect with interested investors — with Peter Hans

Imagine a world where regulation and compliance didn’t rule financial services with an iron fist. Ok, that’s never going to happen but certainly it’s fair to hope for an environment that makes it easier to market investments to high net worth investors. And to some extent, the system is trying to ease up a bit on the regulatory and compliance issues that have rankled the investment industry for decades.

Peter Hans, Harvest Exchange
Peter Hans, Harvest Exchange

New startup fintech companies may be focused on offering broader reach at a lower price point. But according to our next guest, this is somewhat misplaced. Fees in the industry have typically been high precisely because the cost of doing business is high. Peter Hans is the co-founder and CEO of Harvest Exchange — Peter explains that it’s expensive and long cycle to identify and acquire customers — especially as trends on the investment side encourage deeper diligence and more access to more information.

Harvest enables the conversations institutional investors want to have with their clients and makes them happen by connecting these investors to public and private communities. We’re not talking about Facebook for finance — we’re talking about 7000 top investors and investment firms (funds like 3rd Point and Highland Capital Partners) who are seeking tools to more efficiently communicate with existing and prospective clients and investors.

Peter and I talk about:

  • why the asset management industry has been slow to adopt change and new technologies
  • how some of the leading firms are beginning to use best practices, tools and techniques pioneered in other industries to better communicate, market, and ultimately, attract more investors and assets to their funds and products

Listen to the FULL episode

MORE RESOURCES

EVEN MORE RESOURCES

0 comments on “[podcast] How today’s fund managers connect with interested investors — with Peter Hans”

Podcasts

‘We see more and more nonprofits adopt the fintech model’: Prudential Financial’s Sarah Keh

  • Large financial organizations are increasing their work in their communities and with inclusivity.
  • Prudential's Sarah Keh joins us on the podcast to talk about her work with nonprofits and the city of Newark, New Jersey.
Zachary Miller | October 14, 2021
Podcasts

Embedding communications into financial services with Twilio’s Bijon Mehta

  • Twilio's embedded communications tools work behind the scenes in many of today's top fintechs and FIs.
  • Bijon Mehta, who leads the firm's work in financial services, joins us on the podcast to shed some light on where the firm grows from here.
Zachary Miller | September 21, 2021
Data, Podcasts

‘Data aggregation is used today in ways we wouldn’t have thought about five years ago’: Fiserv’s Kevin Hughes

  • Fiserv enables banks, credit unions, and fintechs to aggregate data seamlessly and securely.
  • Kevin Hughes, who manages the AllData products, talks to Tearsheet about changes in the aggregation field and where it's heading.
Fiserv | September 09, 2021
Podcasts

Behind the launch of the Dayforce Wallet: Ceridian’s Seth Ross

  • As a payroll provider, Ceridian moves $300 billion in wages yearly.
  • Seth Ross, who runs the firm's embedded finance group, joins the podcast to talk about Ceridian's move into banking and early wage access.
Zachary Miller | September 08, 2021
Podcasts

‘We bring the instant gratification from the lottery to help incentivize people to save’: Adam Moelis, Yotta

Zachary Miller | September 01, 2021
More Articles