Featured Work
Challenge This overseas money manager wished to uncover fresh interest in the U.S. markets for its unique, proven expertise in the investment markets in the Middle East and North Africa.
Solution Following an in-depth interview process, we created the core collateral: an investment summary sheet and slide presentation that management could take on the road to engage the Registered Investment Advisors they wished to attract.
  • Straw man exercise to build consensus
  • Investment summary sheet
  • Presentation
  • Editorial support
View print sample (PDF)
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