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LinkedIn Playbook for Capital Raisers

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Summary

Join Danielle Patterson for a live workshop with Anna Robinson, CMO of Havener Capital. Anna supports capital raising and positioning for investment professionals and has helped managers build a clear presence that earns attention in a space where trust is built slowly and reputation carries weight.

During this session, Anna will share a practical approach to improving how allocators experience you online, from your profile and narrative clarity to a repeatable outreach and content framework that strengthens credibility over time.

What We Will Cover:

• How allocators actually use LinkedIn when vetting managers

• How to position your profile for clarity, credibility, and trust

• A relationship-first connection strategy that does not feel transactional

• A simple posting framework that turns expertise into familiarity

• Common mistakes that quietly weaken investor perception

• How to build consistency without turning LinkedIn into a full-time job

Workshop Format:

This is a live, interactive session with Q&A. Attendees can ask questions and engage directly.

Special Access for Members:

This workshop is part of our Family Office Access member workshop series, and, for this session, we are opening it to the broader community so guests can experience the programming and connections our members enjoy.

As a member benefit, Family Office Access members may submit questions in advance. Selected questions will be incorporated into the conversation so member priorities are addressed first and the discussion stays practical and relevant.

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Date

March 26th, 2026

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Venue

Virtual

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