SERVICES

Assist leaders, boards and committees with strategic issues such as:

• “We have ambitious growth plans – how do we choose what to do next?”
• "What else could we do to grow faster?"
• "How can we prepare for change if we grow very quickly?"
• “What gaps exist in our offer to prospects and intermediaries?”
• “What lessons can we learn from the success of other firms?”
• “How can we balance the desire to have a positive culture with strong egos?”
• “Is our investment process sound?”
• “How can we accelerate our growth?”
• “How can we prepare for acquisitions better?”

In - House Workshops:

• "23 Parts of a Firm's DNA"
• "Engaging the Entire Firm in the Effort to Grow"
• “10 Steps to Accelerate Sales Quickly”
• “Grow Assets 5X”
• “Deep Dive Into the Investment Process – Is what we do compelling?”

Due diligence work for acquisitions with a focus on ensuring cultural fit – “What do we want, what can we live with, what is a non – starter”
Offer keynote speeches at association meetings, conferences, off-sites and corporate meetings. Topics have included:

• "Diminishing Role of the COO"
• "Building Ties That Bind With Internal Partners"
• "Our Boss is the Brand"
• "Is Branding Just About Content Creation"
• "The CFO's Role on Fees"
• "Chief Executive Officer Challenges"
• "The Expanding Role of the COO" - Separate speeches given in the U.S. and Europe

• "Spend it Wisely: Setting Priorities for Growth Initiatives"
• "A Life in Asset Management"
• "4 Key Relationships That Lead to Long-Term Investment Business Success"
• "The New Business Risks of Non - Traditional Fixed Income".
• "Go Big Internationally or Stay Home".
• “Growing to 5X Your Current Size".
• "The Cultural Aspects of Your Offer to Acquire Another Firm".
• "How to Treat Portfolio Managers Better and Retain Them" 
• "Corporate Governance - It's Time for Money Managers to Practice What They Preach"
• “Leading an Investment Organization”
• “When to Fire Your Investment Manager”
• “All Change: The State of the Investment Management Industry"