Client Experience

Past client work*
Brandes Investment Partners, LP
Cardinal Capital (Canada)
CFA Singapore
CFA Society of San Francisco
City National Bank
Darby Private Equity
Decatur Capital Management
First Colonial Global Asset Mgmt. (Australia)
Franklin-Templeton Investments
Freestone Capital Management
India Association of Investment Professionals
Leith-Wheeler (Canada)
Mawer Investment Mgmt. (Canada)
Orange County Retirement System
Pine River Capital Management
Progress Investment Mgmt. Co.
Prudential Asia (Singapore)
Reed Conner & Birdwell (now part of Aristotle Capital Management)
Santa Barbara Asset Management
Stanford Graduate School of Business
Spa One
Trinity Private Equity Group
Pacific Alternative Asset Management Co.
U.S. Bank Private Client Reserve
CFA Society of Seattle
CFA Society of Vancouver
Elmwood Wealth Management
* Groups include work with prior consulting organizations and CFA Institute
Engagement snapshots
Privately-held Global Asset Management Group: Co-facilitate three full-day sessions on “deep dive”      vision creation and strategy development and co-facilitate decision rights for the organization’s      distribution group; surfaced key organizational limiters.
Presentation coaching for students at the Stanford Graduate School of Business MSx (Executive
     Management) program. Coach on effective written and verbal communication with significant work
     with non-native English speaking professionals.
Risk Group of Public Global Asset Manager/Distributor: Lead facilitator on creating group’s Best      Practices and Operating Principles.
Large Public Regional Bank: Assessed leadership conflicts at majority-owned asset management      company, recommended separation of Partners and mediated settlement between ownership      interests (Partners and Bank).
Global Private Equity Group: Design and co-facilitate sessions on Decision Rights, Culture Best      Practices (candor, curiosity, accountability) and creation of Vision of Success, Key Strategic      Initiatives and Leadership Implementation Structure.
Privately-held Hedge Fund of Funds: Executive Coaching of CEO-potential Partner using
     quantitative (360 assessment) and qualitative (interviews) assessments; focus on communication,
     decision transparency, “presence,” story-telling for impact, strategic planning process and other      leadership influencing skills.
Small privately-held Institutional Asset Manager: Debriefed Culture Assessment, designed and      delivered Strategic Planning Session and coached leadership team on creation and initial      implementation of the Plan.
Wholly-owned Asset Management Subsidiary of large Global Asset Manager: Lead facilitator on      Investment Process and Philosophy development and Culture Best Practices.
Privately-held multi-service, multi-location day spa growth company: Coached CEO to make      decisions resulting in breakeven cash flow from $1 million annual negative cash flow; improved      quality of accounting information and structure to make better decisions; re-negotiated key      contracts; improved leadership team communication and efficacy.