I provide a variety of consulting services to asset owners, asset managers, advisory firms, and other investment organizations. At their core are particular attention to how investment decisions are made and how investment ideas are communicated.
Investment process, organizational design, and the communication of investment ideas are key topics of attention. During engagements with asset managers, there is often an assessment of the effectiveness of their external messaging.
I write extensively about the issues faced by investment organizations and their clients. In addition to for my own websites and newsletters, I have authored articles for a number of industry publications. I released an ebook, "Letters to a Young Analyst," in March 2014. (See the publications area below for the links to my sites and the book.)
My public speaking experience includes giving presentations for numerous CFA societies and conferences (I'm on the CFA Institute Approved Speaker List), industry gatherings, and internal corporate events.
Specialties: evaluations of investment analysis and management, structuring investment processes, due diligence, marketing investment ideas, new product development, data solutions, management consulting
