Comparable assignments in investment coaching include the following:
- For a European wealth manager, we coached high net worth families and institutions with respect to governance, portfolio structure, manager selection and evaluation, and risk analysis and reporting.
- We advised financial institutions on complex portfolio management issues, including quantitative fund management and hedge fund strategies.
- For non-financial institutions such as life sciences companies, we used our expertise in valuation and financial portfolio management to guide the management of their product or development portfolio.
