Our Clients are everything

Engagements and deliverables

Bernard Del Rey

Bernard is a global financial services and marketing leader with the vision, experience, and know-how to usher clients through today’s most complex growth opportunities and market challenges. He advises CEOs, CIOs and senior distribution executives by leveraging his exceptional understanding of how


Southport, CT • Hedge Funds—Project Deliverables:
Strategic Marketing • Sales and Investor Relations Review • Firm and Product Positioning • Annual Investor Meeting Content and Management

ASA Gold and Precious Metals

San Mateo, CA • Commodities—Project Deliverables:
Market Expansion • Client Research • Product Design

Burgundy Asset Management

Toronto • Equities/Fixed Income—Project Deliverables:
Customized Sales and Marketing Training Program for Sales, Marketing and Client Service Teams

Brookfield Alternative Asset Management

Toronto • Alternatives—Project Deliverables:
Brand and Distribution Strategy • Firm Positioning Strategy • Distribution Team Training Program • Annual Investor Meeting Program

Duff & Phelps Investment Management

Chicago • Real Assets—Project Deliverables:
Multiple Product & Platform Positioning • Pitchbook Creation • Product Materials • Quarterly Thought Leadership • Exhibit Booth

First Eagle

New York • Equities/Fixed Income—Project Deliverables:
Portfolio Manager Presentation Coaching • Content Assessment for New Product Launch

Magnitude Capital

New York—Project Deliverables:
Product & Firm Positioning

Lombard Odier Investment Management

Geneva—Project Deliverables:
Multiple-Product Positioning • Content Upgrade

Oppenheimer Funds

New York—Project Deliverables:
Custom Sales and Marketing Training Program


New York • Alternatives—Project Deliverables:
Monthly Thought Leadership Program Strategy and Content

Piedmont Investment Advisors

Durham, NC • Equities—Project Deliverables:
Market Expansion • Client Research • Firm & Product Positioning • Client Service Program • Pitchbook Creation • Presentation Coaching