For Fund Issuers: AI-Powered Distribution That Reaches the Right Allocators
More than 80 dedicated AI agents run continuously for our issuer clients — generating compliant marketing content, executing investor outreach, scheduling advisor meetings, and monitoring campaign performance in real time. The conversations that move capital still happen between people. That’s the model.
Lead-Lag Media® gives ETF issuers, mutual fund issuers, and alternative investment managers direct access to a curated network of 382+ vetted independent financial advisors — through curated advisor meetings, sponsored podcast episodes, dedicated email campaigns, CE-credit webinars, and a fully automated content and outreach engine.
The Model
Layer 1
Our agentic AI engine handles the full operational load — so your team doesn’t have to.
Layer 2
Sit on the podcast. Take the meeting. Make the introduction. Vouch for the fund. Build a financial advisor network relationship by relationship over a decade. Earn the trust that gets a $100M RIA on a 30-minute call.
Read the room. Make the judgment call. Close the relationship.
AI gets you to the right room. Humans close from there.
17 AI-Powered Distribution Services. One Engine.
Every service is AI-powered and operator-led. Pick what your fund needs, or run the full stack.
One-on-one and small-group introductions to vetted independent advisors in the Lead-Lag Media network. AI-matched to your fund profile, custodian compatibility, and target geography.
Private advisor dinner orchestration in NYC, Boston, Chicago, and other major metros — venue sourcing, invite lists, RSVP tracking, day-of logistics.
Calendly and proprietary scheduler orchestration — Doodle polls, advisor invites, reminders, follow-ups, and reschedule handling.
Long-form podcast appearances with Michael A. Gayed, CFA. 10K+ minimum views per episode. Recent: 52K (Return Stacking), 15K (Davis), 14K (DWS).
Header placement in The Lead-Lag Report Substack — 246K+ engaged subscribers. Compliance review, scheduling, performance tracking.
Long-form fund commentary, market analysis, and product-specific articles published on The Lead-Lag Report Substack and syndicated to SeekingAlpha Investing Group.
Branded long-form X threads via @leadlagreport — timely product positioning, market commentary, and launch-day coverage.
Post-recording 9:16 short-form clips from sponsored episodes — cut, captioned, branded, and delivered for your YouTube, TikTok, and LinkedIn channels.
Full CFP Board-approved CE webinar pipeline — Zoom setup, panelist coordination, registration, attendance reporting, and CE batch submission.
AI-driven Smartlead sequences targeting independent advisors, RIAs, and broker-dealer reps. Multi-variant A/B testing, deliverability monitoring, reply routing.
HeyReach-powered campaigns from Michael Gayed’s personal account, targeting advisor and allocator filters with custom messaging.
Wire distribution through M2 Compliance, ALPS, or SSC Fund Services. Pre-flagging for compliance errors, multi-platform syndication, X amplification.
Sequenced pitches to finance podcasts and journalists to secure guest appearances for your portfolio managers, CIOs, and strategists.
Meta and X campaigns targeting advisors and qualified investors. Creative production, audience targeting, performance optimization.
AI-driven monitoring of all client communications — auto-classification, escalation, deliverable tracking, and daily status digests.
Live HTML dashboard with deliverables tracking, FA introduction history, podcast timeline, and monthly stakeholder recap emails.
Monthly Stripe invoicing for wire/ACH clients, payment reconciliation, dunning workflows, and deliverables auto-trigger on payment landing.
Ready When You Are
A 30-minute strategy call — no pitch deck, no pressure. Just a direct conversation about whether what we’ve built fits what your fund is trying to do.