Capital Allocators – Inside the Institutional Investment Industry

[REPLAY] Rahul Moodgal - Master Fund Raiser (EP.87)

15 snips
Sep 26, 2024
Rahul Moodgal, a seasoned fundraiser with 20 years of experience, has raised an astonishing $60 billion across investment strategies and non-profits. In this discussion, he shares invaluable lessons on capital raising, emphasizing the importance of transparency and trust in client relationships. He explores evolving fee structures and modern marketing strategies while reflecting on both successes and failures in a fluctuating market. Moodgal also contrasts the nuances between fundraising for investment firms and charities, revealing the power of storytelling in engaging donors.
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ADVICE

Client Focus and Transparency

  • Understand clients' fiduciary responsibilities, considering the impact of investment decisions on their overall portfolio and obligations.
  • Provide transparent reporting, anticipating client needs by proactively including relevant information like AUM, exposures, and holdings.
INSIGHT

Transparency in Crisis

  • Transparency builds trust, especially during challenging times. Addressing issues head-on demonstrates respect and control over the situation.
ANECDOTE

Fundraising at TCI

  • Rahul Moodgal transitioned from client servicing to fundraising at TCI, initially finding the task daunting but ultimately exhilarating.
  • TCI's success led to rapid growth, managing $30 billion and 1200 investors, including prominent endowments, foundations, and family offices.
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