I provide three main services within business and executive coaching for prospective and existing leaders and C-Level executives:
Your organisation might have you today, but it needs leaders for tomorrow. I help you assess and develop leaders for different teams, roles, verticals, ensuring your organisation will last tomorrow.
I help you find your team's career anchors, motivators, needs and values, and not only retain them, but make them growth while performing at their best for you.
I help you select the correct person to fit a needed role, and to plan the person for that role. We assess leadership styles, team fit, plan change management and assure flawless onboarding of a new leader.
My specialization in asset manager and hedge fund strategy coaching focuses on coaching leaders to help raise Assets Under Management from allocators while defining their hedge fund strategy, retain and grow top talent, balance the CEO and CIO roles, bring all of these together to reach institutional-quality operations, or other purposes.
Helping fund managers articulate their value proposition to prospective allocators to guarantee asset commitments for AuM increases, aligning on key provisions like transparency and auditing requirements, but also prioritization and selection of investors based on current AuM and growth potential.
Talent management in the financial services industry is not as simple as measuring performance. Analyzing things like contribution to idea generation and firm processes, collaboration between traders/PMs and analysts, client influence and others come into play.
This help in talent management helps not only retain and grow talent but identify the best candidates for compensation, promotion and allocation increases.
Doing job crafting to determine, from a vocational standpoint, what your strengths and weaknesses are, whether your strongest dimension is CEO or CIO, and how to accomplish both effectively, being an institutional-quality CIO/CEO.
In terms of asset management and hedge funds, it’s as important to define the services I do NOT provide.
Focusing only on influence and persuasion for 1) prospects 2) clients 3) employees and performance as an asset manager/CIO, the following are areas that I do not focus on (I do NOT provide any coaching or consulting service in these areas):
Legal, compliance, auditing and/or reporting services;
Third-party marketing of funds, investor relations and/or capital introduction services (while influence coaching can include helping managers market their funds, I do not provide marketing services for funds);
Fund administration, operations and/or governance services;
Financial instrument selection and analysis services;
