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