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Family Office Access: Member-Only Workshop

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Summary

Marketing Mastery: Winning With Investors Featuring

Featuring Matthias Knab, Founder & CEO, Opalesque

📆 Thursday, Nov 13 • 1:00–2:30 pm ET

Format: 60-minute expert presentation + 30-minute interactive Q&A (live Zoom webinar)

As an investment manager, you already live and breathe portfolios, risk, and operations. Yet many strong strategies stall before they scale.

Why? Because the difference between managers who compound to billions and those who don’t is not performance alone; it’s marketing mastery.

Join Matthias Knab who has 30+ years in finance, 27,000+ articles, 400+ panels moderated, 5,000+ fund decks reviewed, for a practical, no-fluff workshop on what really builds allocator confidence and wins mandates.

You’ll learn:

  • Why the pitch is “rigged” and how top managers still win
  • The small-manager dilemma, and the playbook to break it
  • The 5 avoidable mistakes that kill funds early
  • Guerrilla tactics for decks and narratives that resonate
  • The #1 allocator turnoff (and how to avoid it)
  • 6 quick wins to sharpen your fundraising edge this quarter

Who should attend: Family Office Access members who market funds, co-investments, or direct deals: GPs, IR leads, CIOs, and principals.

Interactive Q&A: After the talk, we’ll open the floor for a live, cameras-on Q&A. Members can briefly introduce themselves, share what they’re working on, and ask targeted questions. Expect a candid, constructive room.

Bonus: Matthias is offering a free 1:1 strategy session (30 or 60 minutes) with practical takeaways to elevate your fundraising and investor communications.

Recording: Registrants will receive the replay

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Date

November 13th, 2025

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Venue

ZOOM

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