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20: Third Party Marketing Explained – Learning lessons from one of the industry’s well regarded marketers

39 min · 29 de may de 2026
Portada del episodio 20: Third Party Marketing Explained – Learning lessons from one of the industry’s well regarded marketers

Descripción

In this episode of Unfiltered Finance, Ron Geffner sits down with Don Steinbrugge, founder of Agecroft Partners and one of the most respected placement agents in the hedge fund industry. Don breaks down how hedge funds and investment firms actually raise capital, what institutional investors look for, why most managers fail to communicate their edge, and how branding, messaging, and presentation quality determine fundraising success. They also discuss the realities of placement agents, emerging managers, institutional sales, Wall Street politics, and the biggest mistakes fund managers make when trying to scale. This episode is essential listening for hedge fund managers, emerging managers, private fund professionals, institutional allocators, and anyone interested in the business of raising capital. hedge fund marketing, hedge fund capital raising, placement agent, institutional investors, fundraising for hedge funds, emerging managers, Don Steinbrugge, Agecroft Partners, hedge fund strategy, institutional sales, investment marketing, raising assets, hedge fund branding, private funds, allocator relations, asset management business, hedge fund industry, Wall Street fundraising, institutional asset management, Unfiltered Finance

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19 episodios

episode 20: Third Party Marketing Explained – Learning lessons from one of the industry’s well regarded marketers artwork

20: Third Party Marketing Explained – Learning lessons from one of the industry’s well regarded marketers

In this episode of Unfiltered Finance, Ron Geffner sits down with Don Steinbrugge, founder of Agecroft Partners and one of the most respected placement agents in the hedge fund industry. Don breaks down how hedge funds and investment firms actually raise capital, what institutional investors look for, why most managers fail to communicate their edge, and how branding, messaging, and presentation quality determine fundraising success. They also discuss the realities of placement agents, emerging managers, institutional sales, Wall Street politics, and the biggest mistakes fund managers make when trying to scale. This episode is essential listening for hedge fund managers, emerging managers, private fund professionals, institutional allocators, and anyone interested in the business of raising capital. hedge fund marketing, hedge fund capital raising, placement agent, institutional investors, fundraising for hedge funds, emerging managers, Don Steinbrugge, Agecroft Partners, hedge fund strategy, institutional sales, investment marketing, raising assets, hedge fund branding, private funds, allocator relations, asset management business, hedge fund industry, Wall Street fundraising, institutional asset management, Unfiltered Finance

29 de may de 202639 min
episode 19: Why Most Businesses Fail to Execute | Leadership, Culture, and Coaching That Actually Works artwork

19: Why Most Businesses Fail to Execute | Leadership, Culture, and Coaching That Actually Works

In this episode of Unfiltered Finance, Ron Geffner sits down with Joe Greco, a leadership and executive coach, to break down why most businesses struggle—not with ideas, but with execution. They discuss how to build alignment inside organizations, why communication breaks down, the biggest blind spots leaders have, and how to create real accountability that actually drives results. Joe also shares practical frameworks for running effective meetings, building culture, improving team dynamics, and making strategy stick, along with a powerful perspective on AI vs human value in business. This episode is essential for business owners, leaders, entrepreneurs, and anyone responsible for managing people and driving results. business coaching, leadership development, executive coaching, business strategy, team alignment, company culture, leadership skills, communication in business, management mistakes, business execution, Joe Greco, Ron Geffner, Unfiltered Finance, organizational leadership, AI in business, coaching frameworks, productivity, business growth strategy

8 de may de 202648 min
episode 18: Young Investors Building Wealth in Crypto | Markets, Risk, AI, and the Future of Finance artwork

18: Young Investors Building Wealth in Crypto | Markets, Risk, AI, and the Future of Finance

In this episode of Unfiltered Finance, Ron Geffner sits down with a young group of investors building their edge in crypto, markets, and alternative investing. They break down how they got started, what they’ve learned from real market experience, and why crypto continues to attract the next generation of investors. The conversation dives into market cycles, risk management, volatility trading, tokenization, AI, and the future of finance. They also challenge common assumptions about crypto, explain why experience matters more than theory, and share where they believe the industry is heading over the next decade. This episode is perfect for young investors, traders, entrepreneurs, and anyone looking to understand how the next generation is approaching money and markets.

1 de may de 202643 min
episode 17: Japan Investing Explained: Bubbles, Bear Markets, and How Smart Money Finds Opportunity | Chris McGuire artwork

17: Japan Investing Explained: Bubbles, Bear Markets, and How Smart Money Finds Opportunity | Chris McGuire

In this episode of Unfiltered Finance, Ron Geffner sits down with Chris McGuire of Eagles View Capital to break down the Japanese markets, one of the most misunderstood opportunities in global investing. They cover Japan’s historic 1989 bubble and collapse, why it took decades to recover, how the culture of honor and corporate behavior impacts investing, and what’s changed recently to drive a new bull market. Chris also explains how he makes money using convertible bonds, volatility trading, and market-neutral strategies, and why Japan behaves differently than any other market in the world — often acting as the global “ATM” for investors during volatility. This episode is essential for investors, traders, finance professionals, and anyone looking to understand global markets, risk, and where opportunity exists today. SEO TAGS Japan investing, Japanese stock market, Nikkei, Japan bubble 1989, global investing, convertible bonds, volatility trading, hedge fund strategy, Eagles View Capital, Chris McGuire, Ron Geffner, Unfiltered Finance, macro investing, international markets, Japan economy, risk management investing, market neutral strategy, global markets, investing psychology, financial crisis lessons

10 de abr de 202645 min
episode 16: Tokenization Explained: The Truth About Blockchain, Crypto Hype, and the Future of Finance | Duke Kim artwork

16: Tokenization Explained: The Truth About Blockchain, Crypto Hype, and the Future of Finance | Duke Kim

In this episode of Unfiltered Finance, Ron Geffner sits down with Duke Kim of Securitize to break down what tokenization actually is — without the hype, jargon, or confusion. They cover how real-world assets are being brought on-chain, why most people misunderstand tokenization as a fundraising shortcut, the difference between blockchain vs crypto, and how regulations still apply no matter how “new” the technology feels. Duke also shares his journey from Wall Street to crypto, the biggest lessons he’s learned about risk, incentives, and speculation, and where this is all going — including AI-powered investing, tokenized assets, and the future of financial systems. This episode is essential for investors, founders, fund managers, finance professionals, and anyone trying to understand what’s real — and what’s noise — in crypto and blockchain. ---- tokenization, blockchain explained, crypto explained, real world assets, RWA tokenization, Securitize, Duke Kim, Ron Geffner, Unfiltered Finance, blockchain vs crypto, digital assets, crypto investing, risk management investing, decentralized finance, defi, AI investing, future of finance, tokenized assets, capital markets, private funds, crypto myths, bitcoin investing, financial technology, fintech

2 de abr de 202650 min