Dakota Live! Podcast: Delivering Effective Communication Strategies with Julian Samways of JPES Partners

Join us as we sit down with Julian Samways, the CEO and Founder of JPES Partners. With a focus on investment management consultancy, JPES Partners offers expert advice to a diverse range of clients, from emerging boutiques to well-established global asset managers and intermediaries.

In this episode, we delve into the nuances of introducing and distributing investment strategies and services within the European market. This discussion is particularly valuable for asset management firms and advisors contemplating European market entry. It's also insightful for global asset allocators seeking a deeper understanding of the investment approaches and strategies adopted by European counterparts.

Julian Samways brings to light key insights from JPES Partners' 2024 Asset Management Agenda research. This includes a deep dive into what allocators are prioritizing, their asset allocation strategies, and areas where asset managers need improvement.

With JPES's mission to offer specialized communication support to the investment industry, Julian assists asset managers in honing their unique selling propositions. Julian emphasizes creating impactful messaging that not only enhances marketing materials but also establishes firms as thought leaders in the investment sector.

Don’t miss this episode, especially if you're aiming to refine your communication strategies. Julian's more than three decades of experience in asset management offers invaluable perspectives for effectively showcasing your investment strategy's merits, cultural adaptability, and value delivery. This is a crucial listen for investors and industry professionals gearing up for the coming year.