Manager Selection

Marketing Process


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3rdMark’s key strengths are: 

v     Greg Keene’s 17 years of sales and marketing experience

v     A track record of success in developing long term client relationships and raising assets in traditional and alternative investment strategies

v     Strong industry wide relationships and access to key decision makers

v     Unique perspective gained from experience designing high quality investment education forums bringing together investors and managers

v     Broad product knowledge and expertise across a range of investment strategies

 The advantages for investment managers are: 

v     Access to marketing expertise without the upfront costs of establishing a team in this marketplace

v     Access to quality and trusting investor relationships who know we will only bring them quality pre-screened opportunities

v     Added value in development of marketing materials, RFP’s, presentations and enhancing overall corporate image

v     A tightly defined target market and a streamlined and time effective marketing process

v     Faster access to the market and sales success

v     Regular and honest communication with investors and the platform for deep and enduring relationships

 The advantages for investors are: 

v     We do extensive due diligence before signing to represent a manager

v     Our reputation depends on us not wasting your time with a manager who does not fit your investment strategy

v     We facilitate all meetings and calls with managers we represent

v     We offer timely access to detailed information and performance reporting and response to issues in a local timezone

v     Confidentiality, integrity and loyalty


3rdMark Pty Limited ABN 73 118 113 456 Copyright ©2006