Capital Introduction

Fidelity Capital Introduction seeks to complement your internal marketing and fund raising efforts through targeted introductions and meaningful discussions. As a value-added resource to our Prime Services clients, our goal is to make quality introductions to a diverse set of institutional investors. Our Capital Introduction network includes Single and Multi-Family Offices, Fund of Funds, Consultants, Endowments, Foundations, Pensions and Seed Investors.

Our program facilitates introductions through various opportunities, such as

  • Single and Multi Manager Speaking Events

  • Targeted one-on-one Meetings

  • Manager Road Show Itineraries

  • Thought Leadership Events

  • Review of Marketing Materials

  • 3rd Party Research

  • Industry Insight
  • Networking

We differentiate ourselves by our ability to create unique opportunities for our hedge fund managers to meet with institutional clients across the various Fidelity channels, such as Fidelity Family Office Services and Fidelity Charitable® Gift Fund.

For more information, contact a Fidelity Representative