Services - Talent Retention and Development, Hedge Fund Training

Vasco is the best coach I have worked with. [...] His knowledge of the top private finance professional environment helps you to make the right making decision process.
Manuel Arteaga
Authorized Director en Octogone Europe | Managing Partner EU & Latam en AV Group Ltd

Key Points in Training, Retaining and Developing Top Talent

In their part to effectively raising capital and achieving institutional-quality operations, one of the biggest concerns of CIOs/CEOs is properly retaining and developing their talent. This includes:

✔️ Correctly assessing analysts, traders and PMs not only on performance but on factors like idea generation, contribution to firm processes and/or others;

✔️ Fostering processes that create an empowering environment for your team, including the promotion of idea generation, trader-analyst collaboration, unblocking trader fears and problems and others;

✔️ Doing simple vocational assessments to determine which members of your team are more tailored to handle investors, perform conventional analysis, come up with new ideas and/or other functions;

✔️ Effectively driving a team that is aligned with your vision and values, not just performance;

[Vasco] is great to work with. He is super quick on his feet to understand the situation his client is in. The sessions with Vasco are intense and he makes you think about your company, your situation and yourself. This helps to clarify your thoughts and beliefs. I really enjoyed the coaching sessions with him and I was able to take a lot out of the results for my personal development. Great coach! Great insights generated!

Under development with clients – check back soon!

Reports on properly raising capital from allocators, being an institutional-quality CIO/CEO, and a superior manager and developer of your talent.

The Superior Allocator Onboarder

Techniques for superior fund marketing to raise capital and onboard allocators in cap raises.

What are the preferred materials? How to accurately describe the investment process? How to align on key provisions like redemption periods, liquidity, transparency and reporting?

The Superior Financial Talent Manager

How do you retain and grow top PMs, traders, analysts? How do you know which PM to promote to manager of that newly raised fund, or which is ready for an allocation increase?

Superior CIO & CEO Execution

Most CIOs come from a financial background, with great financial expertise but possibly lacking in the management and leadership dimension.

How do you combine vision and execution, finance and operations, and steward a successful fund?

March 2020 COVID-19 Prevention Report: Remote Asset Management

An exclusive report on maintaining institutional-quality operations and performance while switching to remote operations.

Remote Asset Management Report Cover

Remote Asset Management

How do you maintain institutional-quality operations while switching to a remote environment? What are the challenges for you as a manager and individual traders/PMs? How do you maintain effective and constant communication?