
Asset Management in COVID-19 Times
With violent market whipsaws and opinions diverging by the day, it’s important for an asset manager to keep a level head and rethink their strategy
Common Categories: Financial Services, Executives, Real Estate, Startups
With violent market whipsaws and opinions diverging by the day, it’s important for an asset manager to keep a level head and rethink their strategy
In his book The Checklist Manifesto, known surgeon and author Atul Gawande defends the use of checklists to reduce failure and increase consistency in any
An introduction of Cal Newport’s definition of Deep Work, the four different philosophies and Roosevelt Dashes.
Discussing the application of CBT to different cognitive and emotional biases in portfolio management.
A short summary of Chris Voss’s Tactical Empathy framework and its key components.
We all have to deal with difficult people in the workplace. Either as a boss, an employee, as an executive dealing with other executives or
The capacity to dealing with rejection in sales is one of the most important traits to possess. You will face many situations where you have
A short overview of Edgar Schein’s Career Anchors framework, including types of work, pay and benefits, promotion and recognition systems.
A short article on real estate agent productivity and real estate productivity in general, especially when working from home, including routines and others.
A short overview of the applications of emotional intelligence in asset management operations, such as for example resolving trader-analyst conflicts or internal emotional issues.
The fundamentals of emotional intelligence, ranging from internal and external emotion awareness and execution, empathy, active listening and other tools.
Some techniques to face harsh realities and brutal facts when you have slid into your comfort zone or are deluding yourself thinking things are easier now.
A short description of the usual emotions related to the long-term remote work, especially in isolation, and possible strategies.
From young analysts to traders and PMs, or more senior fund managers and/or CEOs/CIOs, finance professionals seek growth at different stages of their careers in
A case study of working with a German hedge fund manager, from old PM to starting and growing his fund.
The concept of “behavioral institutionalization” and what it means for different asset management professionals.
Using vocational coaching and vocational optimization to perform better as an asset management professional.
How executives and other professionals leverage high performance coaching in order to remove biases, optimize their psychology and perform at their best.
A short article on using empathy techniques in real estate for closing, negotiating and solving client crises.
How executives use the Four Perceived Personalities framework to gain support from other executives and their boards, and manage people.
A summary of the fundamentals that fund manager/fund marketing specialists use to raise capital from allocators, namely institutional investors.
How executives and clients I coach leverage my Cultural Cascading framework to tune culture and values for their teams and align better.
A short look at the Leadership Polarization Profile tool, that allows you to customize and assess your leadership according to several spectrums.
Resolving conflicts specifically in asset management settings.
A short article on how professionals deal with objections using the RFAD Model (Reshape, flip, accelerate, deflect) in different contexts.
How executives I coach use the Four Perceived personalities model to better influence, lead and manage.
How real estate agents use the Four Perceived Personalities framework to influence clients and close sales, among other purposes.
A short description of the TAGG model for talent management (Teamwork, Assessment, Growth, Governance) and its components.
The fundamentals of how to lead a team, including leadership assessments, influence and persuasion and some talent management.
A quick guide to managing people effectively, breaking the process down into the leadership and talent management components.
How to motivate a team as a leader or executive if you need to perform or have more output, including vocational and culture considerations.
A short summary of how to lead, work, and communicate when working remotely.
Guidelines on how top C-Level executives leverage executive leadership coaching and its benefits to become better leaders.
Executives have different takes on executive and board relations, with different communication styles. There is no single way to do this, especially when dealing with
A short description of the AAA framework for top performance (Arrangements, Allocations and Activations).
A brief overview of the theory and applications of John Holland’s Holland Codes/RIASEC Codes, and their uses in vocational and career coaching.
A short description of Kate Ludeman and Eddie Erlandson’s Alpha Male Leadership Types, and how it can help leaders.
The GCUR framework, a set of four key processes/activities asset managers can undertake to empower their investment and research processes on their way to institutional-quality operations.
A short article on criteria for fund selection and allocations to money managers.
Why educating prospective private clients is important in the capital raising process for money managers.
A short article on the PPP Model (Performance, Processes and Persuasion) to raise capital from allocators after your capital introductions.
How to get out of a bad trading streak, explained in detail with specific techniques.
A short overview of how top real estate agents convert FSBOs into listings, from preparations and lead generation to influence and persuasion to close.
A short analysis of transference and emotion displacement (namely anger displacement) in professional contexts, leading teams and interacting with others.
Case study of coaching Mark, the GP of a British VC firm, and his portfolio founders as well, to achieve higher operational efficiency and returns.