Heckman Global
Jay Chopra
Heckman Global
Heckman Global is a global equity research firm specializing in delivering institutional-grade research and strategic market insights to a diverse range of clients, including asset managers, funds of funds, family offices, and institutional investors. The firm provides high-quality, data-driven research publications that support investment decision-making across global markets.
Driving Growth for an Elite Global Equity Research Firm
Heckman Global is a boutique equity research firm serving top institutional investors—including clients like Fidelity, AGF, and Artisan Partners. From 2021 to 2024, I worked closely with founder Lila Heckman, a former strategist at Solomon Smith Barney and Bear Stearns, to upgrade the firm’s digital presence and improve go-to-market efficiency.
“In a small, high-trust industry like global equity research, every touchpoint matters. Our work modernized Heckman’s digital infrastructure and expanded their top-of-funnel outreach—without sacrificing brand integrity.”
It Started with a Tech Stack Audit
When I joined, Heckman Global’s infrastructure was dated and fragmented:
Newsletters were sent through Infusionsoft (Keep), costing thousands annually
Research reports were stored on AWS S3, complicating access and distribution
No official website existed for the brand
I began with a cost audit and system consolidation, shifting the firm’s operations onto Flodesk—a modern email platform with lifetime beta pricing at just $19/month. This move reduced annual costs by over 90% while also improving design, UX, and newsletter deliverability.
Modern Systems. Clean Design. New Growth Channels
✔ Built a new Webflow site
Heckman Global had no web presence before 2022. I designed and launched their first Webflow website, giving the firm a sleek, professional look that reflected its position in the institutional research space.
✔ Tripled the email list
By leveraging Clay.com and a deep scrape of Morningstar’s global equity fund listings, I identified hundreds of high-value fund managers. Using Clay’s enrichment waterfall, I located verified emails and sent out personalized free trial research reports, boosting our list size by 3×.
✔ Consolidated operations into one system
We sunset AWS and Keep, and centralized everything into Flowdesk—reducing friction, improving analytics, and streamlining delivery across four paid research publications:
Global Investment Outlook
Emerging Markets Equity Allocator
All Country Equity Allocator
Global Balancing Act
Outcomes that Matter
Email List Growth
Grew subscriber base by 200%
Sourced and enriched hundreds of new high value leads via Clay + Morningstar
Cost Savings
Replaced $3,000–5,000/year tool stack with $228/year solution
Consolidated newsletter and file delivery into Flodesk
Digital Upgrade
Built and launched Heckman Global’s first-ever website on Webflow
Improved newsletter open and click-through rates with better design
“We were able to move the needle in a small and exclusive industry by modernizing a legacy research operation and expanding its digital footprint. In an environment like institutional asset management, even a handful of the right conversations can shift a business.”
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Posted Aug 14, 2025
Upgraded Heckman Global's digital presence, reducing costs and growing email list.
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Timeline
Dec 31, 2020 - Dec 30, 2024
