Connect with Mutual Funds Experts for your Project, Phone Consult or Job

Submit an anonymous Project Description -- Start receiving responses within a few hours

Have a need? Explain it here

Zintro does not display, sell or trade e-mail addresses

An eye iconForgot password?
Submit Inquiry

By clicking Submit Inquiry you agree to our TermsVIEW

or Request Pricing Information

How Zintro Works

  1. 1. Provide a clear description of your needs and your expectations of an expert, consultant or job candidate and Zintro will match it with the most relevant professionals in our platform.
  2. 2. Within a day or two typically 6 - 12 Experts, who have opted-in, will contact you with a brief explanation of their qualifications and how they can help.
  3. 3. You can communicate back and forth, qualify each other, connect and pay fees to Experts through Zintro.
  4. Zintro is free, anonymous and without obligation.

Loved by Thousands

Loved by thousands logos

Need Help?A phone icon1-877-236-7016

Recent Mutual Funds Inquiries

Area Icon

Revenue Stream Diversification

Advisory discussion on revenue stream diversification dear experts, 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; -europe; -united kingdom; 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. Best regards, evgeni

  1. Profile Picture

    Michael |Portfolio Manager

    Do not have subject *****rtise on transport systems...

    9.6 Hours Later
  2. Profile Picture

    Nigel |Principal

    I have no professional experience in this area, only personal *****....

    10.1 Hours Later
  3. Profile Picture

    John |Business Development

    I can speak to how ***** *****nue and turn internal departments from cost center...

    10.6 Hours Later
+17 Other Responses
Area Icon

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

  1. Profile Picture

    Michael |Managing Director

    I am a long time senior individual in the fund of hedge fund industry and have been involved in both...

    2.5 Hours Later
  2. Profile Picture

    David |Partner & Global Head

    We advide hedge fund/*****ty groups on their digital marketing practices. We work with the...

    2.5 Hours Later
  3. Profile Picture

    Jeff |Managing Member

    Hi, To answer your questions, it is important to understand the size of the fund and length of track...

    2.6 Hours Later
+13 Other Responses
Area Icon

Sap Investment Management

Hi, i am looking for subject matter expertise to reduce the cost of sap investments by optimizing the license types and level of support opted for. Please respond to this inquiry if you could provide consult on this topic.

  1. Profile Picture

    Dipak |SAP Senior Consultant.

    Hi, Please let me know in details I would be able to help you, Please let me know the next steps. ...

    2.8 Hours Later
  2. Profile Picture

    AuroSys |COO

    Hi, We are experts in SAP ERP and will be glad to work with you on this. Please provide more detai...

    3.8 Hours Later
  3. Profile Picture

    Shaun |Vice President

    Hi One of my team can help and specialises in Sap vendor commercial management. Can you share more d...

    7.7 Hours Later
+14 Other Responses
Area Icon

Investment Policy Statement

My name is marvin. I am a trustee for 5 trusts investments managed by northern trust bank .I need a specialist to prepare investment policy statement for each trust.

  1. Profile Picture

    Kristoffer |Managing Partner

    Hi Marvin , We would be happy to discuss this engagement. Please contact us at 949 467 9960 Kris...

    2.1 Hours Later
  2. Profile Picture

    Mike |Managng Director

    Dear Marvin, Investment policy ***** dependent on what the trust wants to achieve. I have c...

    2.9 Hours Later
  3. Profile Picture

    David |Principal, Private Client Financial Advi

    Very experienced with investment policy and preparing investment policy *****: tailoring each t...

    6.6 Hours Later
+13 Other Responses
Area Icon

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? Thanks! --kevin

  1. Profile Picture

    Steve |SVP Marketing

    I have been Senior Vice President Marketing for a multi billion Euro company. ...

    27 Minutes Later
  2. Profile Picture

    Stephen |Principal and CIO

    I spent 18 years at JPMorgan Asset management and worked closely with both marketing and sales peopl...

    28 Minutes Later
  3. Profile Picture

    Michael |Principal

    I cannot help with this consultation....

    1.6 Hours Later
+10 Other Responses
Area Icon

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?

  1. Profile Picture

    Allyson |Executive Consultant

    Hi, I was the executive in charge of building and distributing managed accounts to our 401(k), 403(b...

    57 Minutes Later
  2. Profile Picture

    James |Managing Partner

    I ran Fidelity's 401(k) business for two years and was directly involved with the Managed Products G...

    2.3 Hours Later
  3. Profile Picture

    Allan |Managing Consultant

    To whom it concerns, I do not have over 5000 employees but consider myself a SME in the 401K space....

    2.3 Hours Later
+17 Other Responses
Area Icon

Investment Management

Looking for someone/group to manage my portfolio. I am not satisfied with the work and fees and results of my current advisors at merrill lynch. They are too expensive and do not deliver even market returns. The more they explain their company's business model the more i realize that merrill lynch does not have my interests at the front of the list. I also now realize the proprietary nature of these bigger firms.

  1. Profile Picture

    Tony |Investment Director

    Hi - I believe that my business is probably not a good ***** your requirements. However, I can ...

    1.5 Days Later
  2. Profile Picture

    samuel |Founder and Chief Investment Officer

    happy to have the conversation...

    5.8 Days Later
  3. Profile Picture

    Ku Tang |Independent Consultant

    Hi there. I am representing a licensed fund manager in Malaysia with a 17yr track record in investm...

    9.6 Days Later
+8 Other Responses
Area Icon

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

  1. Profile Picture

    James |Managing Partner

    I run an RIA and have acquired five others. I would be happy to help....

    2.3 Hours Later
  2. Profile Picture

    Kyle |Vice President

    Rate: $200 1. Briefly, can you share the level or extent of your experience in this space in relat...

    2.6 Hours Later
  3. Profile Picture

    Ashish |Portfolio Manager

    I founded my own RIA seven years ago and it is still in business. I worked for two other RIAs for se...

    5.2 Hours Later
+15 Other Responses
Area Icon

Mutual Fund Orders

We are looking for an expert witness to testify on industry practices with respect to the processing of mutual fund orders, including transmittal and settlement. We represent the plaintiff in a class action. The ideal candidate would have a working knowledge of such processing.

  1. Profile Picture

    John |Founder & Managing Member

    I am well qualified to act as an expert witness in mutual fund *****. 20+ career in mutual fund d...

    46 Minutes Later
  2. Profile Picture

    Michael |President

    I have 20 plus years in the investment industry, with my primary practice providing mutual funds to ...

    1 Hour Later
  3. Profile Picture

    Dario |Zintro Expert - Finance Operations

    over 10 years of mutual amd hedge fund processing as fund accountant / back and middle office operat...

    3.5 Hours Later
+8 Other Responses
Area Icon

Mutual Fund Formation

I am an investment consultant .....Looking for a consultant , who can help me mutual fund formation , company formation , investment fund formation......in singapore , hongkong , any destination

  1. Profile Picture

    Anita |Barrister

    We can help with Bangladesh....

    1.4 Hours Later
  2. Profile Picture

    David |CEO

    Hi, I am David Gyori and I am very happy to help you with Singapore and Hong Kong! I am the executiv...

    1.5 Hours Later
  3. Profile Picture

    Robert |President

    I will be able to help. Can you please give some more detail in terms of the asset class you are loo...

    3.5 Hours Later
+8 Other Responses
Area Icon

Fund Administration Processes

We are seeking experts to understand fund administration processes (i.E. Diagnostics, design and implementation) related to ‘wealth line of business’ within financial services organizations, specifically in south africa. Ideal expert should meet the following requirements: 1. Industry criteria: banking and financial services 2. Function: wealth management 3. Geographic focus: south africa 4. Previous experience/ past organizations: ex- old mutual, berkshire hathaway, axa, bnp paribas, allianz, etc 5. Years of experience: less than 10 6. Project skillset: process assessment / design and modeling 7. Process expertise fund administration 8. Key responsibilities: - expertise in wealth and investment management - experience in financial services - understanding and knowledge of 'fund administration' we are seeking expert's services for a duration of 4 hours and ideally looking for sme who would be willing to work at south africa.

  1. Profile Picture

    Stephan |Financial Advisor

    It doesn't sound like my experience as a financial advisor is what hey are looking for....

    4.1 Days Later
  2. Profile Picture

    Diana |President

    hello, we can provide you with what you are looking for because we are experienced wealth managers>...

    27 Days Later
  3. Profile Picture

    Froissant |CEO

    Dear Madam, dear Sir, I work as BA and project manager for the last 10 years in investor services ...

    34.7 Days Later
+3 Other Responses
Area Icon

Stock Market

Expert witness to review investments made by a person in the stock market from 2000 to 2012 and to give an opinion as to whether his decesions substantially increased the value of his investment portfolio or would he have been better off just following the dow jones industrial averages

  1. Profile Picture

    Martin |Advisor

    Is this for a *****? I do work like that; I am with a large consulting firm....

    13 Minutes Later
  2. Profile Picture

    Michael |Portfolio Manager

    Sounds interesting, would love to hear more about the scope of the project...

    15 Minutes Later
  3. Profile Picture

    Robert |Managing Director

    I would be pleased to be considered for the project identified. I am a registered investment adv...

    24 Minutes Later
+25 Other Responses
See More Inquiries

Top Mutual Funds Experts

See More Experts
Share
LinkedInTwitterFacebookGoogle+