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The investments industry is constantly transforming and evolving. With our membership networks, you don’t have to problem-solve on your own, as investments leaders share insights, lessons learned, successful strategies, and innovations.
Our peer networks are comprised of and serve the senior leadership of successful companies across the nation.
As a member, we give you a safe space to discuss the challenges that are plaguing you. You have the opportunity to bring issues to your peers, many of whom have implemented (or chosen not to implement) strategies that you’re currently evaluating. This means you’ll get candid insights on best practices and pitfalls for issues you’re facing from people who have been there before, the kind of information that you won’t find by scouring the internet.
“We have been able to do some great think tanks with the pensions, endowments, family offices coming together in a closed door setting. Which has really opened up a conversation that in most cases, you wouldn’t be able to build that type of dialogue with a broader audience, or without that level of experience in the room. ”
Our members span many sectors of the investments industry:
As members, C-level and senior executives have a powerful resource at their disposal: the combined knowledge and experience of peers. Insights gained from leading executives and innovators in your space can be transformational.
Topics discussed by peer groups across the sectors are suggested by members themselves, addressing the most pressing issues currently facing investments executives.
Our members have recently collaborated on the below questions, and other similar issues that need to be addressed across all industries and verticals.
Manager selection is a crucial step in the implementation of an investment program. Managers act as agents and are then expected to perform to the best of their abilities and in the investor's best interests. Investors must practice due diligence when selecting portfolio managers.
Hear from peers about how they develop selection criteria for managers, as well as the skill sets and personality types to look out for, and discuss key metrics and KPIs to measure success.