Registered Investment Advisor (ria)
Our firm is seeking professionals for a phone consultation, with expertise on ria aggregation and on building an ria platform at-scale. Further, providing perspective on the current state and future projection of ria industry, with particular insights into (1) growing/declining niche client sub-sectors and (2) investment in technology/tech services to manage firm and serve clients more efficiently.
Ideally, we would prefer to speak with someone who recently worked at/currently in a leadership role at a fiduciary wealth firm.
This would be for a 1-hour paid phone consultation.
To demonstrate your relevance in this space, please consider answering the following questions.
1. Briefly, can you share the level or extent of your experience in this space in relation to your previous/current role?
2. Would you be able to discuss each of the following topics in-depth? Kindly answer with yes/no or a few brief statements.
2a. Have you successfully assisted in sourcing or identifying ria firms for potential acquisition/merger to a larger ria platform?
2b. Have you managed and grown a set of acquired/merged ria firms on a new platform?
2c. Are you familiar with the specific financial/economic inputs to track and measure for achieving the platform scale?
2d. Can you share your insights on the key growth markers of an ria that require or provide room for greater investment in people/technology? (ex, aum milestones, client volume, client complexity and services needed)?
2e. In managing a number of ria firms on a single platform post-acquisition/merger, are you able to discuss some of the challenges and operating realities?
**please note that we are only interested in your personal point of view and are not seeking confidential information.
***referrals are highly appreciated+15 Other Responses
Alternative Investment Funds
We are looking for a short phone consult from a current or former executive or marketing person of alternative investment funds (hedge funds, private equity, vc, real estate etc.) to provide us with insights on the following issues:
1) who usually invests in these funds
2) to which sector are the marketing efforts more effective? Private investors? Foundations? Pension funds?
3) marketing for private investors – general profile of who is most likely to invest (in terms of age, amount of free cash and other possible factors)
4) marketing for institutions – general profiles of institutions for which the marketing efforts are more fruitful.
5) general tradeoffs of b2b vs b2c marketing+13 Other Responses
401k Managed Accounts Services
We are looking to speak to multiple experts who have experience with 401k managed accounts services. The ideal expert preferably has over 5000 employees or over $500m 401k plan size and generally within the hr, benefits, treasury, or investment committee functions. Can be executive level or more junior as long as they have experience in the decision process.
Someone who has experience with the 401k managed accounts service financial engines, fidelity, or morningstar would be a plus.
This will be a 1-hour paid consultation. Please give a brief description below to ascertain fit.
1. Does your company utilize a 401k managed account service for which you were part of the decision/evaluation process?
2. How many employees does your company have? How many 401k plan participants do you have? Please give a brief response.
3. When is the last time you/your company evaluated 401k managed accounts service providers?+17 Other Responses
Hedge Fund Allocation
Seeking an expert witness for hedge fund allocation, due diligence, etc.
Witness for potential arbitration representing respondent's (ria) interests with a non-discretionary practice.
Prefer a california based expert. Looking for strong academic credentials in investment/finance.+12 Other Responses
Marketing People In Buy-side
We are a prominent global (u.S.-based) research firm interested in surveying marketing people in buy side firms. We are targeting tier 2 asset managers as defined by our client as having assets $250b-$1t. We need to speak to both system users as well as decision makers. Ideally we’d like to speak with cmos or marketing vps. It would be great to know who in the marketing department you have in your network. Please note we would want to speak with current employees, as our questions are pertinent to current processes.
Do you fit that description or can you refer us to someone who does?
--kevin+10 Other Responses
Hedge Fund Fundraising
We are a hedge fund group with a truly remarkable long term record. We are looking for help in formulating a plan to raise more funds.+14 Other Responses
Hedge Fund Setup
I'm in interested in starting a hedge fund. I would like to get advice from someone who has worked in operations management for a hedge fund or a legal team that has worked with hedge funds.+21 Other Responses
Hedge Fund Operations
We are a global research firm and an authorized zintro partner.
We are looking for experts knowledgeable about hedge fund industry in us ( example: citadel, millenium, bridgewater, pineriver) . Ideal experts should be very familiar with outsourced operations in this industry.
Kindly respond with a brief description of your background in this area and share your contact details to set up the initial call.+11 Other Responses
Revenue Stream Diversification
Advisory discussion on revenue stream diversification
i am writing on behalf of a consulting firm that conducts expert interviews in support of industry-wide studies for many of the world's fortune 1000 companies. We help businesses answer questions by engaging with the world’s most relevant experts. So far we have delivered over 750 studies with input from over 15,000 individuals. We are an authorized zintro partner.
For a current study, we are seeking to speak with experts who can share their personal perspective on revenue stream diversification initiatives. The objective of the study is to better understand how mass transport providers and retailers increase their financial streams by providing innovative and customer friendly complimentary services at their different venue locations and what are the latest trends. Please note that we are only interested in your personal opinion and are not seeking any confidential information.
We are interested in talking to experts from the following geographical locations:
-the united states;
the potentially interested experts from europe should ideally have hands-on experience working for heathrow airport, deutsche bahn or ns stations.
We are scheduling 45-60 minute discussions with experts this and next week and are happy to offer a negotiable compensation for each interview. Please note that we are handling the standard zintro fee separately, hence the expert is not involved in paying this.
If you kindly let me know your contact details (email and phone/skype), i could provide more specifics on the study and standard process.
We would welcome any referrals to other relevant experts as well.
evgeni+17 Other Responses
Fixed Income Technology
Technologists at institutional financial services firms, focused on solutions for trading and processing fixed income products (bonds, swaps, etc.) are required by our us firm for paid interviews.
Firm types should include but are not limited to asset managers, hedge funds, broker-dealers, investment banks, etc.
Us and europe preferred.+42 Other Responses
Mutual Fund Order Execution
We would like to speak with multiple experts in asset management firms who bundle mutual fund order execution. We are interested in 401 recordkeepers or registered investment advisors (rias). They are aiming to gain insights into how trades are correctly executed, settled, and allocated.
This is a 30-min paid online consultation. If open to participating, please provide a brief answer to the screener below:
1) do your mutual funds orders settle via the nscc?
2) are you responsible for ensuring trades are correctly executed, settled, and allocated?
3) are you able to discuss bundling mutual fund order execution? Please explain briefly.
Please note that we are only interested in your personal point of view and are not seeking confidential information.
Referrals are highly appreciated.
+6 Other Responses
Hedge Fund Formation
Seeking assistance with launch a start-up hedge fund/realty fund.
Please call to discuss opportunities
email ****+24 Other Responses