New 3PM, Investor Relations Firm Opens Doors In Chicago

Aug 24 2009 | 9:56am ET

Hedge fund marketing and investor relations firm Bull and Bear Capital has recently set up shop in the Windy City.

The firm aims to help emerging hedge fund managers—defined as those with $50 million to $200 million in assets under management—with everything from building and executing marketing strategies to answering daily inquiries from investors and creating customized reports for them.

“We are more than a third-party marketing firm,” explains Justin Perun, founder of the newly-formed firm. “The idea behind the company is to pull IR [investor relations] out of the box. We are taking the function of an IR person and a marketing person and basically combining those two roles as an outsourced company.”

Perun explains that it often doesn’t make sense from a cost perspective for emerging hedge fund managers to have a dedicated marketing and investor relations staff.

“If after two or three years, they are big enough to get that staff, then after working with us, at least they have systems already in place to  service their investors,” he says.

Prior to founding Bull and Bear Capital, Perun was a sales/marketing and client services manager at Backstop Solutions Group, which provides client relationship management software to the hedge fund community.

In Depth

Financial Industry Blockchain Consortium R3 To Open-Source Platform Code

Oct 20 2016 | 9:03pm ET

Bitcoin's blockchain technology has spawned a flurry of activity among fintech startups...


U.S. Trust's Beard: The Rapid Growth of the Art Lending Industry

Oct 7 2016 | 10:55pm ET

Alternative investment managers have emerged as some of the most significant art...

Guest Contributor

Hedge Fund Marketing – Tips for Your Initial Sales Meeting

Sep 29 2016 | 5:46pm ET

There are two main goals a hedge fund should have for an initial in-person sales...