Zinnia Media

Zinnia Group

Zinnia is a company dedicated to simplifying marketing & growth for professionals and firms in the asset and wealth management ecosystem. Unlike traditional agencies, our team already speaks the language of finance, marketing and investor experience. Through Zinnia Marketing, we amplify brands, strengthen positioning and drive growth. Through Zinnia Media, we bring conversations with leaders reshaping the industry. We work with asset managers, multi-family offices, placement agents, structuring, advisory firms and wealth-techs.

Episodes

  1. Oct 21

    How emerging managers win the LP room

    Great returns can get a GP the meeting. Earning the commitment takes more.  For more than 20 years, Matt Curtolo has sat on both sides of the LP and GP table. In the latest Zinnia Media conversation with Leonardo Hsu, he breaks down what moves a manager from a first meeting to a funded commitment.  A few ideas worth keeping:  →  Technology has automated the quantitative side of diligence. The real edge is the time it frees up for the human work no tool can do for you.  →  Accolades rarely set you apart. A strong network, a brand-name CV, a great firm on the resume. The one skill set only you are built on is what earns a second look.  →  Relationships are built long before the raise. The managers who fill a room on day one started those conversations years earlier, often from a prior seat.  →  Private wealth is its own game. Reaching that audience means showing up across every format they consume, from LinkedIn to CNBC.  →  The opportunity for small and mid-sized managers is real. Innovation runs far wider than a handful of mega-funds and startups.    #PrivateMarkets #EmergingManagers #LP #GP #AssetManagement #WealthManagement #Fundraising #ZinniaMedia

  2. Aug 6

    Zinnia Media | Why the best GPs run fundraising like tech sales

    In private markets, we underwrite people. The data is table stakes. That is the honest starting point Kasper Wichmann, Co-founder & CEO of Balentic, brings to the latest Zinnia Media episode. After almost two decades evaluating and selecting funds as an LP. In this conversation with Leonardo Hsu, he lays out what separates the managers who raise from the ones who stall. What we get into: ➝ Why fundraising is still treated as an afterthought, even as capital gets scarcer. ➝ The mistakes GPs keep making in the room: skipping the homework, not listening, following up without adding value. ➝ How the best GPs now run fundraising like tech sales, segmenting audiences, measuring conversion, and staying top of mind. ➝ Why the wealth channel and the institutional channel call for completely different communication. ➝ Where AI creates real leverage in private markets, and where data quality still holds it back. ➝ Why portfolio construction always comes first, well before picking any single asset class. His acid test for any GP: if your conversion rate on first-time meetings sits between 1 and 4%, it is time to look hard at your sales process. #PrivateMarkets #AssetManagement #WealthManagement #CapitalFormation #FundManagement #ZinniaMedia

  3. Jun 9

    How Delio Built the Digital Backbone Powering Billions in Private Markets

    Private markets have tripled to more than $10 trillion. Most of that infrastructure still runs on PDFs and manual processes.  Gareth Lewis has spent years building the technology layer that institutions need to operate at scale in private markets. As Founder and CEO of Delio, he has onboarded over 50 financial institutions into a platform designed to digitize the entire private markets life cycle.  In this Zinnia Media episode, Gareth breaks down why the digitization conversation is still ahead of where most firms actually operate, what GPs really want from their technology stack, and how AI is transforming the speed of product delivery.  Key takeaways:  The growth of private wealth investors has forced a shift from manual workflows to digital infrastructure across the value chain  Large institutions choose to white-label platforms like Delio because building end-to-end infrastructure in-house is a monumental task, even with billion-dollar IT budgets  GPs are increasingly looking to own their book of record and control their operating system, while still working across multiple service providers  AI has been transformational for engineering velocity, closing the gap between client feedback and product delivery  The most common mistake firms make: solving the nearest problem in isolation without a strategic end-to-end digital private markets strategy  Golden rule from Gareth: “A strategic digital private market strategy needs to be in place before you even go on that journey, or you’ll end up with sticking plasters over problems.”  #PrivateMarkets #WealthTech #AlternativeInvestments #AssetManagement #ZinniaMedia

  4. May 14

    7 Years, Multiple Crypto Crashes, One Consistent Winner

    Block Asset Management launched the world's first institutional-grade blockchain fund-of-funds in 2017. Most institutions were still on the sidelines. Yannis Georgandelis was already building the infrastructure for diversified digital asset investing. In this Zinnia Media episode, Yannis breaks down how BAM navigates crypto cycles, why multi-manager diversification is critical in digital assets, and where the real alpha opportunity sits in 2026. Key takeaways: – Bitcoin and Ethereum ETFs plus regulatory clarity have validated crypto as a legitimate portfolio allocation – Multi-manager diversification protects against single-point failures like exchange collapses – Due diligence red flags: lack of independent auditors, concentrated custody on a single exchange, no proper fund administration – In a down market, market neutral strategies deliver stable absolute returns without directional exposure – DeFi protocols are now trading at 5–6x earnings, three times cheaper than US equities, signaling deep value ahead Golden rule from Yannis: "You shouldn't put all your eggs in the same nest. Everything could happen."

  5. Apr 21

    Storage Wars: How prop data turned self-storage into an alpha machine

    Everyone’s chasing luxury condos, data centers, and life sciences. Drew Dolan is building climate-controlled boxes for people’s stuff. And he’s winning. With 25 years in commercial real estate, Drew has seen every cycle. As Co-Founder and Principal of DXD Capital, he built a data-driven PERE firm focused exclusively on self-storage development, the one asset class where location beats everything else and where data gives you the edge. In this conversation, Drew breaks down: Why self-storage thrives on simplicity: nail the location, and the rest follows The generational shift: 19% of millennials already use storage vs. only 5% of boomers Why new construction is down 70% from peak and what that means for early movers How his team uses data and AI to say no to 10,000 deals and yes to 5 Why time solves almost every problem in self-storage Why younger generations are turning storage into a daily extension of their homes His contrarian bet: “You want to develop when other people are really struggling to get their arms around how to make it work out there.” If you’re an investor looking beyond the obvious plays, this conversation will change how you think about self-storage as an asset class. #SelfStorage #RealEstate #AssetManagement #AlternativeInvestments #DXDCapital #ZinniaMedia

  6. Feb 3

    Frontier AI for alpha dicovery: the competitive advantage

    What if the alpha you're searching for isn't hidden in better models or deeper research, but in data sources you're not even looking at yet?  The asset management industry is in the middle of a fundamental shift. AI isn't just automating research anymore, but discovering patterns, relationships, and signals that traditional analysis can't reach.  Marco Jean Aboav, Founder and CEO of ETNA Research, is at the forefront of applying frontier AI to alpha generation for asset and wealth managers.  In this conversation, Marco breaks down:  → What "frontier AI" actually means and how it differs from traditional quant models  → The two paths for small and mid-sized managers: DIY with tools like Claude/OpenAI, or partnering with a strategic AI provider  → Why even successful firms risk becoming obsolete in 2 years if they don't adapt  → The 80/20 rule: How to identify what moves the needle vs. what wastes your time  → Why the industry is facing massive pressure, and why "status quo" is no longer an option  His golden rule: "AI doesn't generate revenue straight away. You still need smart people. Figure out where your edge is and delegate the rest."  If you're an asset or wealth manager wondering how to leverage AI without rebuilding your entire research stack, this episode is your playbook.  Watch the full episode: https://youtu.be/hehXLmqqcI8  #AssetManagement #WealthManagement #ArtificialIntelligence #AlphaGeneration #EmergingManagers #ZinniaMedia

    Frontier AI for alpha dicovery: the competitive advantage

  7. 12/22/2025

    The Asia Arbitrage: Accessing the $2T+ opportunity

    $2.7 trillion in venture and growth. Exposed to the fastest-growing economies on Earth. Yet most western allocators won't touch it. Why? Eric Marchand has spent 15+ years deploying into ASEAN markets from Singapore. As Managing Partner at Collyer Capital, he's built deep networks across a region most western LPs wouldn't know how to diligence, let alone structure. In this conversation, Eric breaks down: → The two-category arbitrage: emerging markets vs developed Asia (China, Japan, Korea) → Why chasing alpha in Asia has burned endowments and family offices → The 80-90% China concentration mistake from 2010-2021 → His simple playbook for balancing regional exposure → Why Australia is his "Steady Eddie" bet for the next decade His golden rule: "Stop looking for alpha. This is a diversification play toward high-growth economies and less leverage." If you're an allocator looking beyond the usual suspects, this conversation will reshape how you think about Asia. #ASEANMarkets #VentureCapital #PrivateEquity #AssetManagement #EmergingMarkets #ZinniaMedia

    The Asia Arbitrage: Accessing the $2T+ opportunity

  8. 12/11/2025

    Zinnia Media | Eduardo Fantini - Secretos de la Elite

    La mayoría de los inversores están atados a lo que su banco les ofrece. Eduardo Fantini cree que ese es el primer error.  Como Socio Fundador de CIO INVEST, Eduardo lleva más de 12 años construyendo una de las plataformas de inversión alternativa más sofisticadas de Latinoamérica. Mientras otros compraban fondos mutuos, su equipo accedía a private equity, venture capital y oportunidades pre-IPO que nunca llegan al mercado público.  ¿La diferencia? Foco, dedicación y una red de contactos que abre puertas a managers exclusivos.  En esta conversación, Eduardo comparte:  → Las tres cosas que todo inversor debería buscar en un asesor de inversión (y los conflictos ocultos)  → Por qué el mid-market y lower mid-market en PE es la verdadera oportunidad para 2026-2028  → Cómo los GP-led secondaries están trayendo liquidez al mercado privado  → Por qué infraestructura, especialmente data centers y energías limpias, es el asset class a mirar  → El principio de David Swensen: por qué la selección de managers importa más que el asset class  Si solo invertís en fondos de media tabla, estás dejando plata sobre la mesa. Top quartile o nada.  #PrivateEquity #WealthManagement #InversionesAlternativas #FamilyOffice #Latinoamérica #ZinniaMedia

    Zinnia Media | Eduardo Fantini - Secretos de la Elite

  9. 12/01/2025

    Zinnia Media | Martin Halblaub on The Trillion-Dollar Real Estate Access Gap

    One third of global wealth sits in real estate. Yet most financial advisors can't offer it to their clients. Why?  Martin Halblaub has built 50+ financial companies, served as CEO of SIX Digital Exchange, and held board positions across 25+ institutions. He could have built anything in the space.  He founded Estating to solve one structural problem: wealth managers have been stuck choosing between basic REITs or million-dollar direct property deals. There was nothing in between.  Real estate is the oldest and largest asset class, yet only 10% is accessible through the banking system. Most regulated portfolios exclude it entirely.  In this conversation, Martin reveals:  → The two market imperatives that drove him from digital exchanges to real estate   → Why vertical integration beats aggregator platforms   → How to bring institutional-quality real estate to the wealth management portfolio   → Why 30-40% allocation should be the new standard   → His 3-5 year vision for real estate as a core asset class alongside equities and bonds  If you're a financial advisor or wealth manager, this conversation will change how you think about real estate allocation.  #RealEstate #WealthManagement #AssetManagement #FinancialAdvisors #Estating #ZinniaMedia

    Zinnia Media | Martin Halblaub on The Trillion-Dollar Real Estate Access Gap

  10. 11/13/2025

    Zinnia Media | Andrea Carnelli on How AI is Saving Institutional Investors Millions

    🎙 Join us for an insightful conversation with Andrea, founder of Tamarix Technologies, as we explore how technology is transforming private markets investing. With a background in research at Pantheon Ventures, Andrea shares his journey from managing due diligence for a $50B private markets firm to building an AI-powered operating system for Limited Partners (LPs). We cover: Inefficiencies in private markets investing — and how Tamarix solves them The top operational challenges faced by sophisticated investors How AI enhances investment decision-making without replacing human judgment The tech stack behind Tamarix and its implications for LPs Real-world examples of smarter investment decisions The future of private markets and the need for greater data standardizationWhether you’re an investor, a tech enthusiast, or simply curious about the future of finance, this episode is packed with valuable insights. 🎧 Don’t miss Andrea’s expert take on the evolving landscape of private markets! 📺 Subscribe for more conversations on finance, technology, and innovation.

    Zinnia Media | Andrea Carnelli on How AI is Saving Institutional Investors Millions
  • 10 Episodes

About

Zinnia is a company dedicated to simplifying marketing & growth for professionals and firms in the asset and wealth management ecosystem. Unlike traditional agencies, our team already speaks the language of finance, marketing and investor experience. Through Zinnia Marketing, we amplify brands, strengthen positioning and drive growth. Through Zinnia Media, we bring conversations with leaders reshaping the industry. We work with asset managers, multi-family offices, placement agents, structuring, advisory firms and wealth-techs.

Information

  • Creator
    Zinnia Group
  • Years Active
    2026
  • Episodes
    10
  • Rating
    Clean
  • Copyright
    © Zinnia Group
  • Show Website
    Zinnia Media