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Broadreach Group and its External Partners actively cultivate relationships with hedge fund platforms, seeders, family offices, funds of funds, private and commercial banks, consultants, pension plans, endowments and foundations, and sovereign wealth funds. We focus on the largest of each type of investor and actively solicit their investment demand and criteria.
Our External Partners assist us with manager due diligence, the preparation or refinement of marketing materials, a customized marketing plan and ultimately the marketing of that manager.
Our marketing process includes:
- Review of existing marketing materials
- Conducting mock investor meetings and presentation review
- Preparing a target investor list
- Marketing the manager to target approved investors
- Conducting and attending investor meetings
- Providing detailed follow up, and overall investor relations
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