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Perception vs. Reality: Insights from U.S. Business Strategies

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In this insightful presentation, Thomas Walek, President, discusses key lessons from U.S. business practices, focusing on effective management strategies for growth. He emphasizes attractive management fees, building assets under management (AUM), and retaining top talent in portfolio management. The importance of leveraging research, trading expertise, and strategic marketing is highlighted to enhance visibility and client retention. Best practices in media relations and crisis management are also explored to position firms as leaders and solution providers in a competitive market.

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Perception vs. Reality: Insights from U.S. Business Strategies

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Presentation Transcript

  1. Perception v. Reality Dd “Lessons from the U.S.” Thomas Walek President 30 April 2003

  2. Business Motivators Dd Attractive management fees Build AUM Retain portfolio management talent Leverage research & trading expertise Feed distribution network

  3. Marketing/PR Motivators Dd Serve existing clients New ideas for new clients Positioning: Leader, Smart, Innovator, “Solution” Provider Enhance name

  4. US Registered Public Funds Dd Bank of America Bank of New York/Ivy Asset Management CIBC World Markets Corp Citigroup Deutsche Bank Global Asset Management Lazard Asset Management Morgan Stanley Oppenheimer Funds/Tremont UBS/PaineWebber United States Trust Company Wachovia/Evergreen

  5. Growth in AUM, Funds Dd

  6. Growth of Media Coverage Dd * *Projected based on Q1 03

  7. Media Coverage & AUM Dd * *Projected based on Q1 03

  8. Tools Investors Use to Make Decisions Dd Source: Quicken Fiscal Literacy Survey Margin of error +/- 5 percentage points

  9. What You Can Get From The Media Dd PR => Build Visibility => Build Assets

  10. Good PR Can Help Build Your Business Dd LEVERAGE YOUR MARKETING RETAIN INVESTORS MEDIA RELATIONS DIFFERENTIATE CRISIS MANAGEMENT POSITIONING ATTRACT STRATEGIC PARTNERS BUILD ASSETS

  11. Media Coverage - Tone Dd * *Projected based on Q1 03

  12. The Media’s Perspective Dd

  13. The Media’s Perspective Dd

  14. The Media’s Perspective Dd

  15. The Media’s Perspective Dd

  16. The Media’s Perspective Dd

  17. The Media’s Perspective Dd

  18. The Media’s Perspective Dd

  19. The Media’s Perspective Dd

  20. The Media’s Perspective Dd

  21. The Media’s Perspective Dd

  22. The Media’s Perspective Dd

  23. The Media’s Perspective Dd

  24. The Media’s Perspective Dd

  25. The Media’s Perspective Dd

  26. The Media’s Perspective Dd

  27. What the Media Want From You Dd NEWS FORECASTS ENTERTAINMENT PRINT & BROADCAST TRENDS/ ANALYSIS STOCK PICKS PERFORMANCE CONTROVERSY/ INSIDE PERSPECTIVE ACCESSIBLE CONTACTS

  28. Checklist for Success Dd • Set Goals • Differentiate/Key Messages • Target Audience => Target Media • Media Information • Prepare Spokespersons • Get the Attorneys on Board • Begin Media Contact • Schedule One-on-One Media Meetings • The “Pitch”

  29. Perception v. Reality Dd “Lessons from the U.S.” Thomas Walek President 30 April 2003

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