Kategorie: Fondsboutiquen

What does music on Friday have to do with social selling? Well, quite a lot according to Oliver S. Bauer, who manages the social selling activities of Allianz Global Investors in Frankfurt am Main, Germany. We spoke to him about Networking 4.0, the touchpoint puzzle, the measurability factor and, of course, music. This interview was conducted by Markus Hill, Finanzplatz Frankfurt. (This interview was initially published in German on 5 October 2022).

Hill: Oliver, you’ve been working in financial services since the late 1980s and have held a number of positions in product and marketing departments at various asset management firms in the financial centre of Frankfurt since the mid-90s. What is it about Frankfurt that ties you to the city and how did you get involved in financial services in the first place?

Bauer: Actually, I am a genuine “Frankfurter Bubb” – Frankfurt born and bred. We initially lived in Rödelheim and then moved to Bornheim, both districts of the city, where I grew up and went to school. And I didn’t leave Frankfurt proper until I was in my mid-30s.
Even though my dad wasn’t trained as a banker, he worked as the head of the administration department of a bank. Sometimes he had to work on weekends, too, and I was occasionally allowed to tag along. His office was at ADCA-Bank (not to be confused with ADAC, the German automobile club), which was located in a villa at Lindenstrasse 27. That building used to hold a great deal of fascination for me at the time, with its long corridors, creaking parquet floors and huge French doors. It even had a pneumatic tube mailing system. It was the epitome of a traditional bank. What I didn’t know at the time, though, was that the building had had a very chequered history. For instance, it was the headquarters of the Gestapo from 1940 to 1945, a fact that would probably have terrified me back then. My mum also worked at a bank, as the PA – which was simply called a „secretary“ in those days – to the head of trading/securities at Frankfurter Volksbank. So, you can see that I came into contact with banking at an early age. In year 6 at school, I was in charge of the class petty cash and in year 9 I completed a work experience placement at the Volksbank. Basically, it was pretty clear even then that „this lad’s going into banking“.

Hill: And you have always remained loyal to Frankfurt, at least professionally…

Bauer: Yes, with the exception of a stint in what were then known as the „new states“ – the former GDR – for Deutsche Bank from 1991 to 1993. But otherwise, I have always worked in Frankfurt. Looking back, perhaps it wasn’t necessarily advantageous career-wise; then again, Frankfurt has always been an ideal place to combine family, friends and work. It’s a city I have always enjoyed being in.

Hill: Product development, product management and marketing are three areas that stand out on your CV – all quite familiar, traditional job descriptions. But the job you’re doing today, as a „Social Selling Programme Manager“, sounds somewhat unorthodox. How did you come to land this role?

Bauer: It started back in early 2015 when one of my bosses asked me if I would be interested in launching a pilot project for social selling. My initial reaction was one of wide-eyed puzzlement – „social what?“. I said to him „I’m neither a techie nor a digital native. Alright, I like my iPhone, but that alone surely doesn’t qualify me for this?“, to which he replied: „Well, social selling is not primarily a technology project. It’s about people, marketing and sales, relationship management, processes, understanding the industry and the big picture. But it’s also about having an eye for detail and dealing with regulatory and legal issues. You have to be able to inspire and persuade people. It’s about arousing their curiosity and playing the long game – and that’s why you’re the right man for the job!“ It took some time before I really grasped what he meant and that’s how I got into social selling. In fact, there are not that many of „us“ in Frankfurt’s financial centre nor in our sector yet. Maybe that’s why the term „social selling“ still strikes some people as a bit exotic. So, although we were ahead of the curve when we started more than 7 years ago, meanwhile I get the impression that there is a growing number of „us“ in the industry!

Hill: What does your job involve? Advertising on social media?

Bauer: No, that’s the job of some of my other co-workers. To be honest, the answer to that question is not as easy as it seems. That could have something to do with my job title itself, which can often be misleading. It’s exactly the opposite of your question. In fact, social media marketing and social selling are like apples and oranges: many people sometimes just hear or read the word „social“ and then it’s saved under „something to do with social media“. Which is not totally wrong, as it does involve social networks. But it’s nothing to do with social media marketing or corporate communications, and it’s not predominantly about publishing content, either. Obviously, that’s also part of it, but not at the heart of social selling. Lastly, it’s not a question of using the company’s own channels, but rather those of the individual members of staff.

Hill: I see, this seems to be a key distinction. So, in other words it’s more about networking?

Bauer: One definition goes like this: Social selling is a strategy of leveraging social media to establish and expand a network and use it to gather information, foster and strengthen trusted relationships and gain influence. In that way, it enables you to forge a robust, personal brand and, ultimately, do a better job. On first reading, this sounds complicated. But let’s be honest here, if you break it down into its constituent parts, is it not simply what decent salespeople with a long-term mindset have always been good at? Networking, relationship management and influencing people on a personal level? I think that you can do everything, or let’s say almost everything, that you can do in the physical world on or with the help of a social network, too. It even enables you to do a bit more sometimes. In any case, it lets you do it very efficiently and in a slightly different way.

“Social Selling:
 A piece in the touchpoint puzzle!”

Bauer: However, the fact is that there are also limits and we have to de-mystify social selling, as it is not the holy grail either. Rather than replacing many things, at least not yet, it complements them. In future, people will still get together in person, at meetings, at events or for lunch. At the end of the day, social selling is another piece in the overall touchpoint puzzle with existing and potentially new clients. Asset management has always been a people business and will largely stay that way for the foreseeable future. But it would be foolish to believe that our industry – of all industries – is the only one in which digitisation will not have an impact on B2B sales. That’s why sales and marketing, especially in the wholesale segment but also in institutional sales, have to adjust to it. At the same time, social selling has the potential to save jobs. Or to put it a little less bluntly: sales staff who are not proficient in social networking will likely have a harder time of it in the future. Incidentally, it can also be a lot of fun once you understand how it works.

Hill: So you have become a social seller, too?

Bauer: Strictly speaking, no. Obviously, I use many of the elements of social selling myself. But my primary role is to lead the programme and I currently manage more than 160 colleagues in the EMEA region, practically around the clock, in sales and marketing as well as other in areas of our business, so that they are able to use all the facets that LinkedIn provides efficiently and within the scope of our guidelines and code of conduct. Sometimes, my role can be quite challenging in the sense that I play the part of a coach and a motivator while simultaneously acting as a kind of social media policeman. It’s also important to note that nobody in our organisation is obliged to participate in the programme – it’s entirely voluntary. In addition, my job also entails populating a content library with posts that have been coordinated with co-workers in Frankfurt, Munich, London, Paris, Milan and Madrid, purchasing suitable software tools and drawing up guidelines. On top of that, many aspects of my work involve interacting with a variety of different marketing disciplines.

Hill: What KPIs do you use? How do you measure your success as a company?

Bauer: I had a funny feeling you would ask that and, in a way, it’s become one of my favourite questions. Nowadays, everything has to be measured, weighed up and evaluated… that’s the power of data, I suppose. And it makes absolute sense in many cases, although I’m more a fan of being „data informed“ than „data driven“ in our B2B business. I am rock solid in my conviction that if you start trying to measure social sellers, it can very quickly take you in the wrong direction and end up by creating entirely the wrong incentives. If I may, I would like to mention three aspects in this respect:

Firstly, we are dealing with people’s personal, private profiles. There is no disputing the fact that social selling blends the professional and the private. By implication, it is clear that if someone engages in social selling as an employee of a company, it must always be voluntary and based on an intrinsic interest. Furthermore, a desire to control and measure personal profiles and activities, and ultimately your staff, is easier said than done. It depends on having clear rules and boundaries as well as complete transparency, which in turn means that a social selling programme requires a certain degree of sensitivity. That said, those participating also benefit from it themselves in terms of their own personal brand. It’s really a classic win-win situation.

Secondly, I am absolutely certain that relationship management, or the quality of relationships, cannot be truly measured from the outside. In many cases, the people you hang out with on a Friday night are not your best friends, but possibly someone in another country who could be with me in 24 hours if I needed them. To put it another way: the really important things happen „under the bonnet“ and can only be measured by an organisation to a very limited degree.

Hill: … and thirdly?

Bauer: Thirdly, from a company’s perspective, it would (theoretically) make almost no difference to me whether a salesperson or an account manager works their way through a phone book, attends a different trade fair or convention every week, has a business lunch every day or spends their whole time on LinkedIn. It’s like in football – what counts is what happens on the pitch. Having said that, as a company you should be forward-thinking and actively ensure that your sales organisation is modern and agile and has the right tools for the job. Ultimately, that is what gives you a competitive advantage. Or, indeed, a disadvantage if you ignore it.

“Ignore it?

A reckless strategy!”

For instance, Gen Z, like any new generation, behaves very differently and has an influence on older generations as well. That is one good reason why ignoring the possibilities that social networks offer can almost be described as a reckless strategy. It is also an investment in a company’s future.

Hill: So social selling has no specific targets?

Bauer: Not at all, don’t get me wrong. Every individual social seller should have clearly defined tasks and objectives, that is, secondary targets that are conducive to achieving their overall goals. In other words, a classic goal pyramid. For some sellers, this could mean expanding their network to include current and future decision-makers or other key players. For some, it may simply be a case of conducting research and finding new leads. For others, it might be publishing and commenting every day. It is worth mentioning here that commenting on posts can be a much more effective means of participating on social networks. Partly with an eye to underlying algorithms, I would recommend commenting on 5 to 10 posts by other users for each post that you publish. But there is no definitive right or wrong way to do it and there are many diverse strategies in between. And yes, you can and should also set yourself quantitative goals: how many new decision-makers have I found? How many people have I done a favour for? How many constructive discussions have I taken part in this week? When planning and contemplating these questions, I try to help each social seller establish their own individual profile and then develop specific agendas and set priorities that are best suited to their own personality, target group, market and underlying sales objectives. But we should not be under any illusions here: in the long run, apart from indicators on customer satisfaction, or rather customer loyalty, the success of sales activities is primarily measured in terms of P&L performance and social selling must never be an end in itself.

Hill: Is social selling essentially limited to sales?

Bauer: Well, to start with, the main tool we’re working with is LinkedIn, which is a business platform. In my profile, I’m not identified as „Oliver S. Bauer, Eintracht Frankfurt fan“, but as „Oliver S. Bauer, Social Selling Programme Manager at Allianz Global Investors“. In other words, as an employee of a company in a particular role. But that doesn’t mean, by the way, that I don’t sometimes post football-related content or interact with it – especially since the beautiful game is more of a business nowadays than ever before. My point is, though, that everyone, whether intentionally or not, starts out as a brand ambassador or brand representative, because the quality of a profile and all of a person’s activities reflect on the company to a greater or lesser extent. Naturally, this goes hand in hand with considerable responsibility, which some people forget. Anyway, back to the original question. Even though everyone represents a brand, not just their own but also the company’s, that doesn’t mean they are necessarily social sellers. But in principle anyone can become one. Depending on the role, it may be more accurate in some cases to describe them as corporate influencers.

Hill: Now it’s getting complicated…

Bauer: No, it’s not at all. Perhaps it would help in addressing the question to divide a company’s workforce into different groups, such as official spokespersons or CXOs and the managing directors. More broadly, you can also add various figureheads for certain issues or people like chief economists, who the public might already be familiar with from other media. The second group is effectively the extended arm of the first group: the contact persons for the media and the press. They are often, but not always, very active on social media channels, both on behalf of the company and privately. The third group are members of staff working in sales, marketing and, in some cases, customer service – that is to say, the group for whom social selling was once „invented“. Nowadays, there are two further categories that are becoming increasingly relevant in complementing this third group: on the one hand, these include specialists in a variety of functions and „content creators“ for specific topics who may or may not be in a client-facing role; and, on the other hand, co-workers who simply „have something to say“ and enjoy navigating social media.

„Whatever you do,
avoid a cacophony of voices!“

As I previously hinted at, there is indeed a debate over whether a person can be called a social seller or a so-called corporate influencer, which is something of a trendy label in the social media scene at the moment. The boundaries between them are not always clear cut, although the dividing line is usually marked by those with immediate responsibility for sales. Regardless, the key point is that a company must ensure all of these activities are well organised. If not, it results in a cacophony of voices and, in the worst-case scenario, can have a negative impact on a brand’s reputation. So, when we talk about publishing within the context of social media – which, just to recap again, encompasses a whole spectrum of other aspects – it is absolutely vital to define it within a content or distribution strategy and to implement it as an essential constituent part of that strategy. When that is done in a smart and intelligent way, it becomes an efficient and cost-effective element in a company’s marketing and communications toolbox. There is another important aspect I would like to point out in this regard as well. Management of these activities, and I would deliberately include monitoring in this as well, has a particularly significant role to play – not least in financial services and asset management. We are a highly regulated industry and that obviously means there is a need for adherence to a strict framework, which I briefly touched on earlier.

Hill: Monitoring?! So you monitor your co-workers? That sounds like stalking.

Bauer: No, that would be outrageous. Apart from the fact that I neither have the time nor inclination to do so, it would also be completely irrelevant. Moreover, it would not do justice to the whole topic. I always put it this way: I consider myself the first line of defence on behalf of Compliance. In other words, I keep an eye on what social sellers are doing. Using technological support, I selectively view posts and if I find one that does not comply with our guidelines or regulatory requirements, which is extremely rare, I get in touch with the poster and we talk about it. Our co-workers tend to be grateful and pleased about the fact that they are not simply left to their own devices and that there is someone supporting them. Because these kinds of incidents don’t happen on purpose, they are genuinely unintentional.

Hill: Just to return to the category of social sellers. Would this also be a suitable role for fund managers? Most of them have something to say and could create content. If they enjoy it, it would be a perfect fit, wouldn’t it?

Bauer: That’s a fair question. On the face of it, it would seem an obvious choice, particularly since professional clients invariably prefer having direct contact with this group of people. But that is precisely where problems can sometimes arise. The job of a fund manager has always been a delicate balancing act. Their primary task is to manage funds and to achieve the best possible performance. As a consequence, they are the people who the public and the professional media is most interested in. As long as the funds perform well, everything is hunky-dory. But the pendulum can swing the other way and that’s why I’m very hesitant when it comes to portfolio managers publishing content themselves. But, as we discussed earlier on, the possibilities of social media are extremely diverse. Fund managers establish a network of expertise from the private sector and academia, exchange ideas and views and sometimes manage to break out of their bubbles and come up with completely novel ideas and insights. So, whereas I feel that fund managers should be very selective and defensive in creating content or publishing frequently, it’s a different story when it comes to analysts or product specialists who have a kind of intermediary role. While they are firmly embedded within portfolio management, they also normally have a good instinct for and connections to sales partners and institutional investors. This has the potential to create a winning team on social media, particularly in combination with classic sales staff.

Hill: You regularly post to LinkedIn on Friday afternoons yourself with the hashtag #FridayNightListeners and I’ve been eagerly following your posts for a few months now. What exactly is that about? After all, it’s got nothing to do with business content, or has it?

Bauer: To be honest, it’s nothing special, but thanks for mentioning it. I’ve been publishing these posts every Friday at 5pm since the autumn of 2019 and they always start with „Dear #FridayNightListeners“. In essence, they are based on a song, often from the 80s, which I write something about. But the post itself is not usually about the song per se and I’m not doing some kind of music review. Instead, the title of the song or the artist(s) provide the general context for the actual issue that I want to raise that week. Sometimes it’s a personal anecdote, but it’s usually about topical social or economic news and developments in Germany and the wider world. Sometimes it’s about sport, but I might also discuss marketing or social media. By extension, then, it’s actually very much about business – indirectly and often outside of my own bubble. The posts are about issues that I want to share my own reflections on that are occasionally thought-provoking or sometimes just intended as entertainment. And quite honestly, nobody wants to be confronted with highly polished corporate content all the time. There is a good reason why it’s called a „social“ network. That also leaves space for cat content on LinkedIn, but let’s leave that for a second interview.

Hill: Are you also musically talented yourself?

Bauer: Seriously? Not in the slightest! I’m a total dud in that respect, I’m strictly a consumer. It’s similar to wine – for me, it’s either „I like it“ or „I don’t like it“. But 20 or 30 years ago I used to be pretty savvy when it came to hi-fi systems. The following comparison springs to mind, a discussion among us nerds back then that’s cropping up again today when it comes to digital marketing tools. In those days, the question was whether to have one single system or the best brand for every piece of equipment. And that’s the question we have to answer today. The key thing here is: how important is the interplay between the various components, or how important will it be in the long run? Is that just theoretical or is it really like that in practice? At the end of the day, it comes down to the quality of the speakers anyway, which ought to make up half the budget of a music system. Translated to the social selling world: you can pick the best tools and the best systems and publish the best content. But if your communication is not in tune with the times, you lose effect, clarity and brilliance.

Hill: What has been your most successful post so far?

Bauer: Oh, that’s not the point. How do you define success? Achieving maximum reach? Wrong KPI! It all started out as an experiment. But having since published around 150 posts, a loyal community has emerged who really do look forward to interacting on a regular basis, sometimes more, sometimes less. And not all the communication takes place in public; I often receive private messages about a post, too.

„It’s not about reaching as many people as possible,

but the right people!“

But we shouldn’t kid ourselves: 5pm on Fridays is not exactly the best time to publish lengthy posts of around 3,000 characters. Just as with social selling, though, it’s not about reaching as many people as possible but the right people with the right content. Essentially, every social seller acts as a sort of mini community manager. There’s a good analogy to fishing: casting large trawl nets and returning to harbour the next morning with whole load of by-catch is not what social selling is all about; targeted fishing is much more akin to a sustainable social selling philosophy.

Aside from the added benefit of the series enabling me to „play“ and try out new things, it „forces“ me to create new content every week. This has a disciplining effect and, hopefully, also helps me to improve my English writing skills.

What drives me is a desire to provide a little bit of joy in people’s lives, which I hopefully succeed in doing. When the war in Ukraine erupted, I felt that music posts like that weren’t really appropriate, so I took a break. But then some people wrote to me and encouraged me to carry on, „keep going, what you do is important“. That kind of feedback means much more to me than a thousand „likes“. For many people, the series has meanwhile become a sort of signal that it’s (almost) time to finish work and go home for the weekend.

Hill: That’s a nice cue, as we’re about to call it a day here, too! Oliver, many thanks for your fascinating insights! And as you have told me today, you are happy to share your knowledge on marketing issues and social selling. So, to our readers: feel free to contact Oliver on LinkedIn if you like. Oh, and one final question: what’s on the playlist this Friday?

Bauer: Yes, absolutely, I am always delighted to establish new and interesting contacts and exchange ideas. And as to your question, that’s something I won’t divulge! But, nomen est omen – it’s got something to do with our city, the „sound of Frankfurt“. Stay tuned! [Editorial notice: The song indicated here refers to the 7 October 2022 edition of #FridayNightListeners, which was posted immediately after publication of this interview. (https://www.linkedin.com/feed/update/urn:li:activity:6984165509923504130/)]

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You can view Oliver Bauer’s LinkedIn profile by clicking this link: https://www.linkedin.com/in/oliversbauer/

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FRANKFURT & LIEBE AUF DEN ZWEITEN BLICK: „Die Mär vom öden Ort hält sich hartnäckig: ‚Frankfurt ist halb so groß und doppelt so tot wie der Friedhof von Manhattan‘, macht es in London nach dem Brexit-Referendum bösartig die Runde. Ein längst überwunden geglaubtes Klischee über die Stadt am Main lebt plötzlich wieder auf. Zugegeben: Die enorme Lebensqualität von Frankfurt erschließt sich erst auf den zweiten Blick. Dem, der sich auf die Stadt einlässt. Hierbleibt. Meist gezwungenermaßen. Denn wer zieht schon freiwillig nach Frankfurt am Main – so wie man nach Berlin geht oder sich in München niederlässt? Nach Frankfurt am Main kommt man aus Zufall oder um Geld zu verdienen. So unromantisch fängt es an. Doch ist der erste Schock überwunden, spüren die meisten: In der Stadt am Main kann man nicht nur arbeiten, sondern auch leben. Und weinen Frankfurt plötzlich Krokodilstränen nach, wenn die nächste Versetzung ansteht. Denn Frankfurt ist längst nicht mehr ‚unbewohnbar wie der Mond‘. Es ist überschaubar. Eine Stadt der kurzen Wege. Grün. Familienfreundlich. Liebenswert. Frankfurt – das ist Liebe auf den zweiten Blick.“ (Zitat / Buch Matthias Arning – FRANKFURT FÜR ANFÄNGER – INFORMATION „LITERATUR ÜBER FRANKFURT“: https://lnkd.in/dbQHgH3)

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FRANKFURT & MULTIPLIKATOREN (KNOWHOW): „In der heutigen Podcast-Episode spreche ich mit Jürgen Schmitt. Jürgen war über 20 Jahre bei der Deutschen Bank als Börsenmakler unterwegs. Eines Tages erreichte ihn die Hiobsbotschaft, dass es seinen Job künftig nicht mehr geben wird. Jürgen gehört zu den Menschen, der Willensstärke, Durchsetzungsvermögen, Kreativität und Durchhaltevermögen vereint hat und in seinem Fall einen völlig neuen Bereich in der Deutschen Bank erschaffen hat. Jürgen ist heute Influencer der Deutschen Bank. Mit dem Youtube Kanal ExpeditionFinance hat er der Bank ein neues Gesicht gegeben.“ – FRAGEN / BEISPIELE: Wie viel Durchhaltevermögen war notwendig, um den Arbeitgeber von der Corporate Influencer Rolle zu überzeugen? – Wie viel konzeptionelle Freiheit hattest du? – Wie wichtig ist der Aufbau einer eigenen Community, um als Corporate Influencer künftig erfolgreich sein zu können? –
Wenn ihr über aktuelle Trendtheken wie Krypto, NFT oder das Metaverse in euren Videos sprecht. Könnte das nicht eine gewisse Erwartung schüren, die vielleicht gar nicht realistisch erreicht werden kann? – Wie sieht deine Vision für das Projekt aus?
(Zitat – Artikel / Podcast / Video: Thomas Ottersbach Digitales Unternehmertum | Podcast im Gespräch mit Jürgen Schmitt Deutsche Bank – https://lnkd.in/e-)

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Eintracht Frankfurt & Knowhow (BLOCKCHAIN – 29.9.2022): „Auf dem Fußballplatz hat Eintracht Frankfurt in den vergangenen Jahren große Fortschritte gemacht. Die vorläufige Krönung: Der Gewinn der Europa League 2022. Auch abseits des Platzes zeigt sich der Bundesligist fortschrittlich – allen voran im Bereich der Digitalisierung.“ & „Am 29. September lädt die Eintracht nun zum Thema Blockchain in den Deutsche Bank Park. Die Veranstalter um EintrachtTech GmbH-CEO Timm Jäger wollen verschiedene Branchen zusammenbringen, um über Chancen und Risiken der neuen Technologie zu sprechen.“ & “ Im Interview erklärt Timm Jäger die Idee zur Premiere von ‚Block im Park‘, seine Erwartungen an das Format und die Erfahrungen, die die Eintracht bereits mit Tokenisierung gesammelt hat.“ – Herr Jäger, Sie veranstalten am 29. September erstmals eine Fachkonferenz namens „Block im Park“. Was genau passiert da? – Wie sind Sie auf die Idee gekommen, so eine Veranstaltung auf die Beine zu stellen? – Welche Ziele verfolgen Sie mit „Block im Park“? (Zitat Deutsche WertpapierService Bank AG www.dwpbank.de)

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FRANKFURT, ASSET MANAGEMENT & IMMOBILIEN (BVI Deutscher Fondsverband): „Die Mitglieder des deutschen Fondsverbands BVI haben in ihrer Mitgliederversammlung turnusgemäß den neuen Vorstand für die nächsten zwei Jahre gewählt. Er setzt sich nun wie folgt zusammen:
– Sonja Albers, Union Investment
– Manfred Bauer, DWS
– Dirk Degenhardt, Deka Vermögensmanagement
– Michael Reinhard, Universal Investment
– Dr. Thomas Schindler, Allianz Global Investors
– Michael Schneider, IntReal
– Dr. Jörg Stotz, Hansainvest
Der Vorstand wiederum hat Dirk Degenhardt zum neuen Präsidenten gewählt.“ & „Die Mitgliederversammlung des BVI hat zudem eine Erweiterung des Mitgliederkreises beschlossen, um den Immobilienfondsmarkt besser abzubilden. Immobilien-Vermögensberater und -verwalter können nun Vollmitglied des BVI werden. Sie beraten Kapitalverwaltungsgesellschaften (KVGs) bei der Auflegung und Verwaltung geschlossener und offener Immobilien-Publikumsfonds oder initiieren maßgeschneiderte Immobilien-Spezialfonds für institutionelle Anleger.“
(Zitat Frank Schnattinger IPE DACH – FOTO & INFORMATION: www.bvi.de)

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FRANKFURTRHEINMAIN & EXPERTISE (ASSET MANAGEMENT): „Mit der Wiesbadener Alternative Konferenz tragen wir dem gestiegenen Interesse institutioneller Investoren an alternativen Assetklassen wie Immobilien, Infrastruktur, Private Debt, Private Equity aber auch den sog. ‚Liquid Alternatives‘ Rechnung und bieten Investoren ein entsprechendes Forum zum Informationsaustausch und zur Informationsbeschaffung.“ (Zitat Frank Wehlmann & Alexander Scholz – INFORMATION / PROGRAMM – VERANSTALTUNG FÜR INSTITUTIONELLE INVESTOREN: www.telos-rating.de)

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FINANZPLATZ FRANKFURT & RESEARCH: „Das deutsche Finanzzentrum spielt eine besondere Rolle im europäischen Finanzwesen und übt eine hohe Anziehungskraft auf viele Akteure aus dem In- und Ausland aus. Im Mittelpunkt des langjährigen Finanzplatz-Researchs der Helaba stehen Charakteristika von Finanzstandorten, von denen sechs unverzichtbar für eine nachhaltig erfolgreiche Positionierung in der Finanzwelt sind. Sie sind als Kernkriterien für die Finanzplatz-Analyse anzusehen: Unsere Publikationen haben seit rund 15 Jahren wechselnde Schwerpunktthemen beleuchtet, die sich letztlich unter den Kernkriterien subsumieren lassen. Die vorliegende Publikation fokussiert nun auf die finanzbezogenen Institutionen, da diese immer wichtiger geworden sind und den Austausch in der Community entscheidend fördern.“ THEMEN: 1. Grundlage des Finanzplatz-Researchs der Helaba 2. Historie Frankfurts als Institutionenstandort 3. Personalentwicklung in wichtigen Institutionen 4. Frankfurt prädestiniert für weitere Ansiedelungen (Zitat – TEAM & RESEARCH „FINANZPLATZ FRANKFURT“: Ulrike Bischoff – Dr. Stefan Mitropoulos – Dr. Gertrud R. Traud Helaba – LINK ZUM PDF „Frankfurter Finanzstandort attraktiv für Institutionen“ / DOWNLOAD: https://lnkd.in/eHb7wnjB – www.helaba.de)

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FRANKFURT, ASSET MANAGEMENT & KULTUR: Was Musik am Freitag mit Social Selling zu tun hat? So einiges, findet Oliver S. Bauer, Social Selling Program Manager bei Allianz Global Investors in Frankfurt am Main. Ein Gespräch über Netzwerken 4.0, das Touchpoint-Puzzle, die Frage der Messbarkeit – und natürlich Musik. Aufgezeichnet von Markus Hill, Finanzplatz Frankfurt am Main.

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FRANKFURT & KNOWHOW (SOCIAL SELLING): „Hoffentlich durch die Zusammenstellung der Teilnehmer recht gut gelungen, ist meines Erachtens die Annäherung und Evaluierung des Themas aus verschiedenen Perspektiven. Denn mit Beatriz Pelzing (Klingspor España – Tecnología alemana de abrasivosña) gab es eine echte ‚Social Sellerin‘, also eine richtige Praktikerin und mit Christian Schmitz (Sales Management Department | Ruhr-Universität Bochum) einen Universitätsprofessor für Vertriebsmanagement, der somit Wissenschaft und Theorie abdeckte. Und ich durfte meine Erfahrung als langjähriger Social Selling Progam Manager bei Allianz Global Investors einfließen zu lassen, was naturgemäß Theorie und Praxis beinhaltet (und was mitunter nicht deckungsgleich ist…). Moderiert wurde das Ganze von Francisco „Paco“ Pelzing, wie immer, stets professionell und galant.“ (Zitat Oliver S. Bauer)

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FINANZPLATZ FRANKFURT & POTENTIAL: „Die Ansiedlung von Finanzinstitutionen muss weiter vorangetrieben werden, und die neue EU-Geldwäschehörde muss nach Frankfurt kommen. Frankfurt spielt für die Geldpolitik und Finanzmarktregulierung eine große Rolle und hat sich mit Europäische Zentralbank, Deutsche Bundesbank, BaFin, European Insurance and Occupational Pensions Authority (EIOPA), Global LEI Foundation und zuletzt dem ISSB, das weltweit gültige Standards zur Nachhaltigkeitsberichterstattung von Unternehmen entwickeln soll, zu einem leistungsstarken Finanzplatz entwickelt. Nirgendwo sonst in Deutschland sitzen mehr Behörden, Aufseher und Unternehmen aus dem Finanzsektor. Doch der internationale Wettbewerb ist hart, und spezialisierte Finanzplätze wie Paris, Luxemburg, Dublin oder London kämpfen geschickt um Marktanteile in Europa. Frankfurt wird dem nur standhalten, wenn seine Attraktivität aktiv verteidigt, gepflegt und gestärkt wird. Nur so wird es gelingen, den Finanzplatz Frankfurt im Wettbewerb um die besten Talente attraktiv zu halten.“ (BVI Deutscher Fondsverband – www.bvi.de, BEZUGNAHME – ARTIKEL „Finanzplatz: So profitiert Frankfurt von der EZB“: www.faz.net)

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FRANKFURT, IMMOBILIEN & SOCIAL IMPACT (NETWORKING – 20.10.2022):
„Targa Communications und contagi launchen eine neue exklusive Plattform (𝗥𝗘𝗔𝗟 𝗘𝗦𝗧𝗔𝗧𝗘 𝗦𝗢𝗖𝗜𝗔𝗟 𝗜𝗠𝗣𝗔𝗖𝗧 𝗟𝗢𝗨𝗡𝗚𝗘).
Dort können Vorstände, Geschäftsführer, leitende Nachhaltigkeitsexperten und akademische Vorreiter über das Spannungsfeld #SocialImpact miteinander diskutieren, sich kennenlernen und Best Practice Erfahrungen austauschen.
Wir sind gespannt auf Einzelvorträge von und die anschließende Debatte mit Hannah Helmke, Founder 𝐫𝐢𝐠𝐡𝐭. 𝐛𝐚𝐬𝐞𝐝 𝐨𝐧 𝐬𝐜𝐢𝐞𝐧𝐜𝐞 (𝐄), Dr. Lena Reiss, Head of Health & Wellbeing Drees & Sommer (𝐒), Karin Barthelmes-Wehr, u.a. Geschäftsführerin ICG Institut für Corporate Governance i. d. dt. Immobilienwirtschaft e.V. (𝐆).
Rebekka Ruppel, Geschäftsführerin pom+Consulting AG übernimmt die Moderation der Veranstaltung. THEMEN: Wie kann unsere Branche also den Social Impact forcieren? Wie besser in Reportings integrieren, Schwerpunkte wie Diversität, #Inklusion, Social Impact Investing, Equal Pay, Affordable Housing etc. für alle Marktteilnehmer und unter Berücksichtigung aller Anforderungen sinnhaft verbinden?“ (Zitat & Abbildung Targa Communications –
„Nur auf persönliche Einladung der Veranstalter“ – INFORMATION: Jochen Goetzelmann Marcus Michel Georg Hengstberger)

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FRANKFURT & NETWORKING (ASSET MANAGEMENT): „Zum zweiten Mal hat die Mein-Geld Mediengruppe den Boutiquen-Award an Newcomer und Fondsboutiquen verliehen. Dabei waren die wichtigen Entscheidungsträger der Branche, die beim anschließenden get-together neue Kontakte knüpfen und sich bis in die späte Nacht über die wichtigsten Themen der Branche ausgetauscht haben. Wir freuen uns auf den nächsten Boutiquen-Award 2023″ (Zitat www.boutiquen-awards.de)
PREISTRÄGER 2022: Source For Alpha (S4A) FAM Frankfurt Asset Management AG Eligo Advisors GmbH SQUAD Fondss / Aguja Capital GmbH HAC VermögensManagement GmbH Seahawk Investments GmbH ABSOLUTE Asset Management GmbH Fountain Square Asset Management GmbH Wagner & Florack AG ESG Portfolio Management

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FRANKFURTER BUCHMESSE & PROGRAMM (19.10. – 23.10.2022): „Die Frankfurter Buchmesse bietet Ihnen ein buntes und breites Programm mit Ihren Lieblingsautor*innen, bekannten Gesichtern aus TV und Medien, spannenden Talks und kreativen Performances. Im Frankfurt Pavilion, dem Frankfurt Studio, beim BOOKFEST, im Congress Center, auf der neuen TikTok Bühne und in über 20 Locations in der ganzen Stadt erleben Sie Literatur und Kultur zum Anfassen. Das dürfen Sie nicht verpassen!“ (ZITAT – Frankfurter Buchmesse INFORMATION / PROGRAMM „FRANKFURTER BUCHMESSE 2022: www.buchmesse.de — Messe Frankfurt GmbH — Messe Frankfurt Locations Eva Klinger (Bömelburg, geb. Schmidt))

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FRANKFURT & CULTURE: „The English Theatre Frankfurt must remain in the Gallileo building in the heart of Frankfurt – The English Theatre Frankfurt (ETF) is the largest English-language theatre on the European continent and a cultural beacon for Frankfurt – Germany’s most international city – and far beyond.
Its presence in the Gallileo building is now threatened if the building’s owner (CapitaLand) and its main tenant (Commerzbank AG) cannot agree on an extension to the theatre’s lease.
We are therefore calling on all of Frankfurt’s and Hesse’s politicians and citizens, as well as the ETF’s friends, supporters, and colleagues, to do everything they can to ensure the theatre remains in the Gallileo building. That means: extending the theatre’s lease, regardless of whether Commerzbank sublets the space to the ETF or CapitaLand lets it directly!
#TheETFMustStay“ (QUOTE The English Theatre Frankfurt – PLEASE SIGN THE PETITION AND SHARE: https://lnkd.in/embvhU4c – www.english-theatre.de)

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FRANKFURT, ASSET MANAGEMENT & NETWORKING (8.11.2022):
„Der Investment-Hochschultag bietet wieder die Kommunikationsplattform für den Gedankenaustausch zwischen Wissenschaftlern und Praktikern. In diesem Jahr stehen Grüne Investmentfonds und der Einfluss des Klimawandels auf die Kapitalmärkte im Mittelpunkt. Was sind Grüne Investmentfonds? Wie gestalten sich Regulierung, Transparenz und moralischer Anspruch? Prof. Dr. Tobias Tröger, Goethe-Universität, stellt die Ergebnisse einer Studie vor, Dr. Vanda Rothacker, ESG-Analystin bei Union Investment Institutional und Christian Mesenholl, Managing Director von Morningstar Deutschland beleuchten das Thema aus Sicht der Praxis. Gibt es einen systematischen Einfluss des Klimawandels auf die Kapitalmärkte? Prof. Dr. Holger Kraft, Goethe-Universität, hat hierzu ein in der internationalen wissenschaftlichen Literatur weit beachtetes Paper veröffentlicht. Philipp Linke, CESGA, ESG Strategy Analyst bei Metzler Asset Management, stellt die praktischen Implikationen für das Portfoliomanagement dar.“ &
„Der Hochschultag ist eine gemeinsame Veranstaltung des BVI Deutscher Fondsverband BVI und des Lehrstuhls für Investment, Portfolio Management und Alterssicherung der Goethe-Universität unter der Leitung von Prof. Dr. Raimond Maurer. Sie findet statt am Dienstag, dem 8. November 2022, 14:00 Uhr bis 17:15 Uhr Goethe-Universität, Campus Westend, House of Finance (Raum Commerzbank), Frankfurt. (Zitat – www.uni-frankfurt.de – Information / Programm / Anmeldung „Investment-Hochschultag“: https://lnkd.in/ekX6vMTG Johann Wolfgang Goethe-Universität Frankfurt am Main)
Unterstützung BVI: Frank Bock Christiane Lang Marius Seibert Rudolf Siebel (Abbildung / Template: BVI)

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FRANKFURT & KNOWHOW (FINANZBILDUNG):
„Aktien sind schnell gekauft – und dann? Nur wer eine konkrete Renditevorstellung hat, kann erfolgreich an der Börse sein und so ein Vermögen aufbauen. Börsen-Experte und Kapitalmarktstratege Heiko Böhmer erklärt in diesem Video, was er aus 20 Jahren Börsenerfahrung gelernt hat, um Neulingen den Start auf dem oft rutschigen Börsenparkett zu erleichtern.“ (Zitat Shareholder Value Management AG – YOUTUBE-CHANNEL „FRANKFURTER INVESTMENTBLOG“: https://lnkd.in/ephpaETr)

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FRANKFURT, INDIA & MITTELSTAND (NETWORKING): „We will establish a BVMW India Chapter in Frankfurt and organize regular Indo-German Mittelstand Roundtable meetings. It will be a platform for Executives and Entrepreneurs of Indian and German companies to exchange ideas and create business synergies. We are looking for more volunteers who wish to be part of this initiative. Thanks to Vinod Kumar, the entire Team of Consulate General of India, Frankfurt, Sunita Phadnis-Otto and my colleague, Conny Gärtner from Bundesverband mittelständische Wirtschaft e.V. for their support in this regard.“ (QUOTE & PHOTO Daniel Raja Der Mittelstand. BVMW – PHOTO: Sunita Phadnis-Otto, Daniel Raja, Vinod Kumar)

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Finanzplatz Frankfurt am Main meets Finanzplatz Schweiz (22.11.2022) – „Ich bin überzeugt, dass etwa die Hälfte dessen, was erfolgreiche Unternehmer von nicht erfolgreichen unterscheidet, reine Ausdauer ist“ (Steve Jobs). Markus Hill sprach für FONDSBOUTIQUEN.DE mit Thomas J. Caduff, CEO der Fundplat GmbH in Zürich, über Frankfurt und Zürich, die Leidenschaft für Networking, seine Freude an Menschen und seinen gelegentlichen „Gedankenaustausch“ mit Haustieren. Ergänzt werden seine Ausführungen durch Informationen zu Themen wie Geschäftsmodell, Medien, Interviews, Newsletter und Heimatliebe. (Veranstaltungshinweis: Frankfurt – „Experten Lunch“ & Panel, 22.11.2022 Fundplat LLC www.fundplat.com – INVITATION ONLY) www.fondsboutiquen.de Fondsboutiquen

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