Hi, Could anyone please tell me where can I find individual or institutional consultant who could explain me how and where do I find a very large (by valuation) individual and/or institutional beneficial owner of PUBLICLY traded stocks (USA stock exchanges are ignored) who have as high as possible level of anxiety related to start or continuation of losses of their wealth accumulated in their owned publicly traded stock due to the decline of stock's valuation (bearish momentum)? I have done hundreds of phone calls to either stock custodians (managers) or directly to beneficial owners but it's 100% rejection rate. Beneficial owner of publicly traded stock can be either publicly listed company (treasury stocks) or large individual and institutional shareholder (portfolio stocks). Thank you in advance.
Finding individual or institutional consultants who can assist you with identifying large beneficial owners of publicly traded stocks and understanding their anxiety levels regarding stock valuation can be quite challenging, especially if traditional approaches have yielded limited success. Here are some suggestions on how to refine your search and find the right consultants or resources:
### 1. **Consulting Firms and Financial Advisors:**
- **Investment Banks:** Large investment banks like Goldman Sachs, Morgan Stanley, and JPMorgan Chase have divisions specializing in capital markets and corporate finance. They can offer insights into institutional investors' behaviors and concerns.
- **Financial Consulting Firms:** Companies such as McKinsey & Company, Bain & Company, and Boston Consulting Group often have financial advisory services that can provide detailed market analysis and investor behavior insights.
### 2. **Professional Networks and Associations:**
- **CFA Institute:** The Chartered Financial Analyst (CFA) Institute has a global network of finance professionals. You can connect with members who have expertise in capital markets and institutional investments.
- **Association for Financial Professionals (AFP):** This association can provide access to financial professionals with expertise in corporate finance and risk management.
### 3. **Online Platforms and Databases:**
- **PitchBook:** A comprehensive database of private equity, venture capital, and M&A transactions. It can help you identify institutional investors and their investment portfolios.
- **Preqin:** Another database that provides detailed information on institutional investors, hedge funds, and private equity.
### 4. **Industry Conferences and Events:**
- **Capital Markets Conferences:** Attending conferences focused on capital markets, such as those hosted by Institutional Investor, can help you network with potential consultants and experts.
- **Finance and Investment Forums:** Forums such as the Global Finance Forum or the CFA Institute Annual Conference offer opportunities to meet industry experts.
### 5. **Specialized Consultants and Firms:**
- **Corporate Governance Advisors:** Firms specializing in corporate governance can provide insights into the concerns of large shareholders and institutional investors.
- **Risk Management Consultants:** Consultants who focus on equity risk and market anxiety can offer valuable perspectives. Companies like Marsh & McLennan and Aon provide risk advisory services.
### 6. **Alternative Approaches:**
- **Academic Institutions:** Universities with strong finance departments often have professors and researchers who specialize in capital markets and investor behavior. They may be available for consulting or could provide valuable connections.
- **LinkedIn and Professional Networks:** Use LinkedIn to connect with finance professionals, join relevant groups, and participate in discussions. This can help you find experts who might not be accessible through traditional channels.
### Steps to Take:
1. **Refine Your Search Criteria:** Clearly define the type of consultant or expert you need. Specify whether you’re looking for expertise in capital markets, investor behavior, equity risk, or another area.
2. **Leverage Professional Networks:** Use platforms like LinkedIn to connect with industry professionals. Personalize your connection requests to explain your specific needs.
3. **Attend Industry Events:** Look for upcoming finance and investment conferences or webinars. These events often have networking sessions where you can meet potential consultants.
4. **Utilize Databases:** Access platforms like PitchBook or Preqin to identify and reach out to institutional investors and consultants who specialize in your area of interest.
5. **Engage with Academic Experts:** Reach out to finance professors or researchers at top universities. They often have deep insights into market behavior and investor psychology.
By employing these strategies, you can increase your chances of finding the right consultant or expert who can provide the guidance and insights you need.
Finding an individual or institutional consultant who can help you locate high-anxiety beneficial owners of publicly traded stocks outside the USA can be challenging. Here are some steps and suggestions:
1. **Financial Advisory Firms**: Look for global financial advisory firms that specialize in wealth management. Firms like Goldman Sachs, Morgan Stanley, and UBS often have international offices and consultants who might have insights into non-US markets.
2. **Investment Research Firms**: Companies like Morningstar, Bloomberg, and Refinitiv provide detailed analyses and reports on publicly traded stocks worldwide. Their analysts might be able to direct you to beneficial owners facing anxiety due to market downturns.
3. **Network with Industry Experts**: Attend international financial conferences, webinars, and seminars. Networking with professionals in these settings can provide leads to the consultants you seek.
4. **Professional Associations**: Reach out to professional associations such as the CFA Institute or the Global Association of Risk Professionals (GARP). They can connect you with members who have expertise in global markets.
5. **Consulting Marketplaces**: Platforms like GLG (Gerson Lehrman Group) and AlphaSights connect businesses with experts and consultants across various fields, including finance and stock market analysis.
6. **LinkedIn**: Use LinkedIn to search for consultants with expertise in international stock markets and wealth management. Look for profiles that mention experience with high-net-worth individuals or institutional investors.
7. **International Banks**: Contact large international banks with wealth management divisions. Banks like HSBC, Deutsche Bank, and Credit Suisse have global reach and may have the necessary expertise.
When contacting these resources, clearly outline your requirements and the specific nature of your inquiry to increase the chances of finding a consultant who can assist you.
I’ve worked in corporate finance, capital raising, and risk management across banks and asset managers, advising both institutional investors and high-net-worth shareholders. A significant part of my work involves analysing ownership structures, investor psychology, and how large beneficial owners behave in volatile markets.
Answer: Reaching large beneficial owners of publicly traded stocks directly is almost impossible — not because they don’t exist, but because compliance rules, privacy restrictions, and their own risk-avoidant behaviour prevent them from responding to unsolicited outreach. A 100% rejection rate is normal. The key is to stop trying to contact the owners themselves and instead approach the people who already represent or advise them.
The most effective entry point is through private banks, multi-family offices, institutional wealth managers, or independent asset managers. These professionals cannot reveal client identities, but they can explain how large shareholders typically react to market declines, what drives their anxiety, how they manage concentration risk, and which liquidity behaviours are common in bearish environments. This gives you the insight you’re actually looking for, without breaching confidentiality barriers.
If you need data rather than psychology, platforms like Bloomberg, CapitalIQ, FactSet, or Refinitiv will show you institutional holders, ownership changes, and the scale of concentrated positions — but they won’t tell you anything about personal motivations. For that, conversations with behavioural finance specialists or private-bank CIO teams are far more useful than attempting to call custodians or shareholder offices.
If your goal is strategic — for example, understanding potential partners, preparing for a raise, or mapping counterparties — then engaging a boutique investment bank or corporate finance advisor is often the fastest way to access the right circles legally and efficiently.
If you’d like, I can walk you through the exact channels and the most effective way to reach the right intermediaries. You can schedule a call anytime.
