Capital Club Distinguishing Yourself in The Hedge Fund Space with Milton Lewin
Milton Lewin is the Founder of The Allocator Network, an information-and-experience sharing community of more than 225 allocators to alternatives, in 23 countries. Milton himself has an extensive network of institutional and family office investors. Prior to founding The Allocator Network, Milton has been part of various companies ranging from the sales side of things up to running a private equity fund. He also has an extensive track record of demonstrated success in improving and enhancing the overall operations and efficiency of teams and organizations, specifically in financial services and asset management.
[00:01 – 06:18] Opening Segment
- An insight into the episode
- Introduction to the guest, Milton Lewin
- Milton’s background
- Sales career
- Running a small private equity fund
- Working for hedge funds
[06:19 – 30:48] The Hedge Fund Space
- Social networking community building
- The biggest challenge for investors when accessing the hedge fund space
- Narratives in the fund space
- Defining the qualitative difference between funds
- Diversity of allocators on their platform
- Focusing on private lending
- The state of hedge funds in the current bull cycle
- Distinguishing yourself in the hedge fund community
[30:49 – 39:00] Investing Sector
- Characteristics that differentiate good management teams from the rest
- Why you should talk to different people in a firm
- Recognizing strengths and weaknesses of firms
[39:01 – 44:19] Marketing
- Marketing best practices
- Benefits vs Features
- Focusing on presenting the benefits of your product/service
[44:20 – 46:04] Closing Segment
- Reach out to Milton and The Allocator Network.
- See Links Below.
- Final words
Tweetable Quotes
“You can learn a lot if you talk to the receptionist for 10 minutes, and get an idea of what kind of place it is. If people are walking around in fear, or people love coming in, and so on.” - Milton Lewin
“People buy benefits, not features. But unfortunately, people sell features, not benefits.” - Milton Lewin
Resources Mentioned:
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Connect with Milton on Linkedin and visit https://www.theallocatornetwork.com/
Connect with Excelsior GP:
Connect with me:
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