Distinguishing Yourself in The Hedge Fund Space with Milton Lewin Capital Club

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 episodeIntroduction to the guest, Milton LewinMilton’s backgroundSales careerRunning a small private equity fundWorking for hedge funds
[06:19 – 30:48] The Hedge Fund Space
Social networking community buildingThe biggest challenge for investors when accessing the hedge fund spaceNarratives in the fund spaceDefining the qualitative difference between fundsDiversity of allocators on their platformFocusing on private lendingThe state of hedge funds in the current bull cycleDistinguishing yourself in the hedge fund community
[30:49 – 39:00] Investing Sector
Characteristics that differentiate good management teams from the restWhy you should talk to different people in a firmRecognizing strengths and weaknesses of firms
[39:01 – 44:19] Marketing
Marketing best practicesBenefits vs FeaturesFocusing 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:
The Allocator Network
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Connect with Milton on Linkedin and visit https://www.theallocatornetwork.com/ 
Connect with Excelsior GP:
Excelsior GP Website
LinkedIn
YouTube
Connect with me:
LinkedIn
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