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About
My presentations focus on analyzing investment organizations and improving them.
Rethinking Due Diligence and Manager Selection
Customized to meet the needs of specific audiences, this presentation looks at current due diligence and manager selection practices and offers ideas for improvements.
Building a 21st Century Investment Organization
Substantial changes in the investment ecosystem over the last two decades are finally resulting in the disruption of existing business models. Asset owners, asset managers, investment advisory firms, and other organizations need to go back to the drawing board if they hope to succeed.
Fixing Your Investment Committee
Committees can get in the way of making good decisions. How to avoid build a strong investment committee and avoid the common pitfalls.
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