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. [caption id="attachment_6219" align="alignright" width="203"]Peter Hans, Harvest Exchange Peter Hans, Harvest Exchange[/caption] 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, The Customer Effect

How Gen Z likes to get paid with Amex, Wise, and DailyPay

  • Does Gen Z have different preferences and behaviors when it comes to getting paid?
  • In this episode of the podcast, we explore topics such as cross-border remittances, early wage access, and the evolving landscape of financial technology and services for Gen Z.
Zachary Miller | December 06, 2023
Podcasts

Tearsheet’s top 10 podcasts of 2023

  • What a year it's been -- from lingering COVID to bank failures to rising inflation and interest rates.
  • We track the year that was, through some of the top podcasts we published in 2023.
Zachary Miller | December 05, 2023
Podcasts

‘The Chief Data and Analytics Office is a team sport’: Vanguard’s Ryan Swann

  • Ryan Swann, Vanguard's Chief Data and Analytics Officer, champions the centralization of data analytics for business efficiency while highlighting the importance of diverse talent in innovation.
  • He envisions a convergence of offensive and defensive data strategies to enhance capabilities and reduce costs at Vanguard.
Zachary Miller | December 01, 2023
Podcasts

The state of bill pay with Solutions by Text’s Nick Babinsky

  • Consumers struggle with one-time payments, frequently forgetting to pay their bills on time.
  • Banks, billers, and payers can find success when simple texts are used as reminders and onboarding to payment flows.
Zachary Miller | November 29, 2023
Podcasts

‘If you can get Gen Z right, it’s going to build your bank for the future’: Citizens Bank’s Vice Chair, Brendan Coughlin

  • Regional banks like Citizens face a variety of challenges, from high interest rates to rising consumer expectations.
  • Brendan Coughlin, the bank's Vice Chair and head of consumer banking, joins us on the podcast to discuss how his firm is navigating the challenges and opportunities in this market.
Zachary Miller | November 21, 2023
More Articles