Horse Trading Lessons

In This Issue: Marketing Lessons through Horse Trading | Presenting First or Last? | How We Decide Marketing and sales professionals, even veterans with decades of experience, can still learn vital lessons about their own discipline through everyday life....

Everything and the Kitchen Sink

In This Issue: Books Created by Committee | The Entropy Factor | The Cost of Verbosity Why are so many presentation books for institutional asset managers so bad? These books are designed to guide, inform and serve as a tangible record of new business and client...

Telling the Real Story

In This Issue: Learning from Experience | Sankofa Tales | The Blame Game Behind every great investment company there lies a story. I’m not talking about the required philosophy-process-people-performance story. That story is important and it must be told well....

Hope for Sisyphus

In This Issue: Hope for Sisyphus |A Tale of Reach and Grasp | Eyefuls of Bark During times of market turmoil, investment managers have an obligation to communicate swiftly and decisively with their clients. Yet decisive communications can be tough when the market...