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David Franklin
Thought Leadership
Investment Boutiques
Background
Led by David Franklin, Founder & CEO, we provide rare expertise to help you run your thought leadership strategy.
David’s background is in communications-based roles in the investment industry.
He founded a boutique investment firm, Solarstein Capital, where his thought leadership materials earned recognition by leading industry bodies. David has also collaborated on public and private equity manager selection decisions at UFICO, an allocator that managed ~$5B for entities including the University of Florida endowment.
Furthermore, David brings international experience from the United Kingdom. He began his professional career in London, first at Investec Wealth & Investment UK, a ~$50B AUM wealth manager, and then at Berenberg Investment Bank, building and scaling relationships with industry-leading institutional investors.
David received his Bachelor’s Degree in Geography from the University of Oxford, and his Master’s in Business Administration (MBA) from the University of Florida, the latter with concentrations in Finance and Marketing.
We work with you to understand who you are and what makes your firm different. After introductory conversations and a review of your materials, we design a customized roadmap that acts as the catalyst for your distribution and fundraising conversations.
We gather research materials provided by you and conduct interviews to prepare for the writing process. We work with you to capture your firm’s voice to ensure maximum authenticity. At multiple stages of the process, we communicate with you to ensure the materials take the shape you desire.
Upon completion of the research and outline, we write the materials in your chosen medium. Upon completion, these materials become yours to distribute to your audience.
