CFA Workshop

Many small asset management firms have never considered thought leadership as a strategic tool—but in today’s market, it’s a powerful way to differentiate, build trust, and attract clients. 

In this 90-minute interactive workshop, we’ll break down how asset managers can leverage thought leadership to showcase expertise, engage investors, and drive business growth. 

You’ll learn: 

• Why thought leadership matters—how it drives market influence, leads, and reputation for both organizations and individual careers 

• How to structure a program or get rolling with a small thought-leadership initiative—the key roles and repeatable processes that make thought leadership work 

• How to activate your subject-matter experts—getting the best thinking out of your teams and turning it into compelling, publishable insights 

• How AI makes thought leadership easier—from uncovering ideas to generating content and securing internal buy-in 

• How to overcome internal resistance—strategies to get buy-in and sustain momentum with your team and organization