Battlefin’s Discovery Day 2015 Roundup

Oct 05, 2015 – Last Thursday, BattleFin had it’s third Investor and Manager speed dating event, Discovery Day. The atmosphere in Manhattan’s Bryant Park was electric and the air was thick with innovation.

The day kicked off with Marc LoPresti’s – of LoPresti Law Group – keynote speech covering advertising and accredited investor rules. LoPresti tackled common misconceptions in wealth management, all the while shedding light on industry standards that must be honored.

Kim Ann Curtin, of Wall Street Coach, encouraged money managers to think of themselves as a brand: “We each are a brand, your ability to really be over there happens when you get secure and comfortable in you.”

Clay Colbath’s presentation gave light to untapped data which – in the right hands – can be turned into insights. Other keynote speeches included a presentation from Discovery Capital’s Tom Zucosky discussing what managers need to do to get institutional allocations. Tom’s advice was: “Don’t give them a powerpoint, TALK TO YOUR CLIENTS.” Pip Coburn of Coburn Ventures spoke to managers about creating an investor “Community” versus an investor “Network” which resonated well with both investors and managers.   

We would like to thank our sponsors LoPresti Law Group and Edgar Online. The next Discovery Day will be held in Miami in early February 2016.

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