Shadmoor Overlook Ep. 5 | Building Institutional Investor Relationships

In Episode 5 of The Shadmoor Overlook, Mike Merrigan sits down with Tom Kreitler, Managing Director at Eaton Partners, for a conversation on institutional fundraising, manager-investor relationships, and what investors look for when evaluating an investment manager.

Drawing on more than 30 years of experience in institutional markets and his work at Eaton Partners, Tom shares his perspective on how managers can navigate a challenging fundraising environment and build relationships with institutional investors.

💡 Topics covered:

  • What investors look for when evaluating an investment manager

  • Building and maintaining institutional investor relationships

  • The importance of the team, organizational structure, and values

A thoughtful discussion on how the investment story extends beyond the portfolio to the people and organization behind it.

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Ep. 4 | Creating a Network for Due Diligence