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Tom Brakke

CFA
Principal
tjb research
Country or state 
United States
Available to 
Global
Fee 
Ask for pricing
Languages 
English
Volunteer:
Yes

Personal Details

Bio

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

Current position (1)

Principal

tjb research

Degrees (1)
Management
University of Minnesota Carlson School of Management
1980 to 1983

Presentations

Presentations (5)
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.

The Missing Link: Communication

In a business focused on analysis, communication is often the missing link in outdistancing others. That's true for individuals and for organizations.

Creativity in the Investment Process

Investment organizations aren't known for their creativity, but unleashing new ideas can improve existing decision processes.

Workshops (1)
Advanced Due Diligence and Manager Selection Workshop

This two-day immersive workshop is arranged and conducted by Tom Brakke. A small group of participants work together in an immersive fashion to identify current best practices and create new ideas and approaches.

(View workshop agenda)
Past talks (16)
Monitoring, Not Managing: Essential Oversight Processes
Commonfund Institute Investment Stewardship Academy
Yale School of Management
June 27, 2019
Principles of Manager Due Diligence and Selection
CFA Intitute Annual Conference
London
May 14, 2019
Changing the Framework of Asset Manager Research
CFA Society Tampa Bay
Tampa, FL
May 2, 2019
Changing the Framework of Asset Manager Research
CFA Society St. Louis
St. Louis
March 20, 2019
Investment Communications Workshop
In-house Workshop for Private Company
[undisclosed]
December 5, 2018
Changing the Framework of Asset Manager Research
CFA Society Minnesota
Minneapolis
November 7, 2018
Seven Keys to Improving Due Diligence and Manager Selection
Foundation Financial Officers Group (FFOG) Fall Meeting
Boston
2017
Rethinking Due Diligence and Manager Selection
CFA Institute Wealth Management Conference
Minneapolis
2016
The Missing Link: Communication
CFA Institute Annual Conference
Montreal
2016
Improving Due Diligence and Manager Selection
CFA Society Cleveland Wealth Management Conference
Cleveland
2017
Improving Due Diligence and Manager Selection
CFA Society Calgary
Calgary, Alberta
2017
Improving Due Diligence and Manager Selection
CFA Society Victoria
Victoria, British Columbia
2017
Improving Due Diligence and Manager Selection
CFA Society Vancouver
Vancouver, British Columbia
2017
Due DIligence and Manager Selection
AICPA ENGAGE
Las Vegas
2017
Creativity in the Investment Process
CFA member societies
12 societies
2015
Fixing Your Investment Committee
AICPA Advanced Personal Financial Planning Conference
Las Vegas
2014
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Books & Articles (3)

Letters to a Young Analyst
2014
Rethinking Due Diligence and Manager Selection
The Message, the Mission, and the Messenger

Expertise (5)

Due diligence Organizational Design Investment process Communication of investment ideas Competitive Analysis

Awards & certifications (1)

Chartered Financial Analyst
CFA Institute
1986
Recommendations
Why choose me? 

My presentations focus on analyzing investment organizations and improving them.

Social media
Affiliations
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