Brandes Investment Partners, LP
Cardinal Capital (Canada)
CFA Society of San Francisco
Decatur Capital Management
First Colonial Global Asset Mgmt. (Australia)
Freestone Capital Management
India Association of Investment Professionals
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
Trinity Private Equity Group
Pacific Alternative Asset Management Co.
U.S. Bank Private Client Reserve
Elmwood Wealth Management
* Groups include work with prior consulting organizations and CFA Institute
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.