Thursday, June 11, 2009


Each investment has a specific fit with certain investor categories. To begin, I'm going lay out a list (search terms) that I use depending on the investment I'm raising money for. I search on Linkedin and search engines to build my contact lists.

Family Offices
RIA's (Registered Investment Advisors)
Wealth Managers
Broker Dealers
Insurance Companies
Pension Plans
Private Equity Funds
Hedge Funds
Investment Networks and Clubs
Alternative Asset Management
Special Opportunity Funds
Venture Capital

This article is in progress. I will try to define each category when I have some time. In the meantime, Google, Facebook, or Linkedin away on these groups!

To Your Wealth!
Russell Roesner

Tuesday, June 9, 2009


I am not a lawyer and cannot give you legal advice. However, one of the most interesting sources of info I've found online is through Jillian Sidoti who is a lawyer. Her blog is at
I was surpised at how much legal advice she has on that blog for free. Go take a look!

To your Wealth!

Sunday, June 7, 2009


I've been working for investment companies for years in investor relations. I've successfully raised well over $100,000,000 for various small to mid-size companies in the past 5 years. To learn more about me, please go to my Linkedinpage.

Raising money used to be relatively easy using the owners existing network of family and friends, and my own contacts in the financial world.

Types of institutional investor groups most likely to look at a new or relatively new business are Hedgefunds, Family Offices, RIA's, Broker Dealers, Insurance Companies, Pension Plans, Private Equity Funds, and Investment Clubs.

Over the next several weeks, I will be explaining how to market to each of these groups both directly, through email campaigns, and using existing websites such as Linkedin to approach and sell to investors.

In today's economic downturn, its much harder than it used to be to raise capital. I hope this blog will give you perspective and help you in your efforts.

Russell Roesner