Like top class sportsmen, successful investors continuously strive to improve their performance, to learn from the best, to optimise their analysis, processes and decision making. We can help you promote from the First Division to the Premier League.
We work with successful investors to help them achieve their ambition to transform from successful funds to one of the world's best by improving their performance, decision making and their assessment of potential investments. We have worked with Family Offices, Hedge Funds, Private Equity, Investment Banks and many individual fund managers.
Our approach is tailored to our clients needs. We have a flexible menu from which you can choose one thing at a time or take the whole thing as a package depending on your appetite:
- Regular individual coaching for you and your team
- Future Visioning you becoming one of the most successful investors/funds.
- Formulate, test and optimise your strategy to achieve that
- Regularly use our unique decision facilitation/testing for decisions with you & the team
- Bring us in to observe and assess the potential to improve your stock picking meetings
- Invite us to come with you on some visits to assess potential investments where it's a big decision and you want to be thorough - We will do our own assessment, test yours, provide in vivo coaching and help you improve your processes
- Optimise the performance of you and your team using coaching, decision facilitation, strategy formation, Appreciative Inquiry and Red Teaming
- Assess the potential to improve the opportunity spotting/scanning process
- Identify and implement Authentic Performance Measures for you, your team and investments
Business assessment & in vivo coaching
- We will join you for your assessments of businesses, visit them with you, scrutinise them, interview the top team, customers, stakeholders and employees
- We would thoroughly test and challenge your specific assessment and decision-making process for the business and hopefully improve the quality of the decision
- You would get in vivo feedback and coaching to improve your skills, assessment and processes to make better decisions
Future Visioning you becoming one of the most successful investors
- Let's clarify exactly what that looks like.
- We will make that as specific as possible, exciting, inspiring and practical.
- We will identify role models of those who have succeeded in this before and look at the methods and strategies they used
- We can engage your whole team and your trusted advisors in this process.
- Be as clear as possible about where you want to go, get you and your team visualising this, getting the maximum benefit of the power of the mind, alignment and motivation
- We can improve your processes and systems using coaching, decision facilitation, strategy formation, Appreciative Inquiry and Red Teaming:
+ Decision-making processes.
+ Opportunity spotting / scanning
+ Stock picking meeting
+ Investment analysis
+ Decision-making processes
+ Questions, principles, criteria, checklists and evidence used to make decisions
+ Portfolio management
- Appreciative Inquiry is a business strategy transformation process. It has four phases.
Phase-1 Engage the whole team to identify what is working well, the strengths and the successes and clarify those. Identify the strengths, best practices and optimise them
Phase-2 Envision the Heaven on Earth, Rolls-Royce ideal future vision for how you would like it to be
Phase-3 Determine what needs to happen, the steps and stages
Phase-4 Make it practical and determine who is going to do what, when where and how
- Red Teaming
+ Red Teaming as it is known in the military, and more commonly in the financial sector as playing Devil's Advocate is testing a strategy and system by acting and thinking like a competitor, adversary and an intelligent, objective outsider.
+ Red teaming is a systematic way of making critical and contrarian thinking part of the strategic planning process. It provides a robust set of tools designed to challenge your assumptions, expose hidden threats, identify missed opportunities and stress-test your decisions, plans and strategies.
+ Foresee risks, threats, vulnerabilities and outcomes
+ Generate and test new ideas, opportunities & options
+ Achieve breakthroughs and overcome barriers, blocks and resistance
+ Anticipate and create disruptions
+ Bring things to a head
+ Identify alternative options or outcomes and/or explore the consequences of a specific course of action
+ Create a culture of innovation by teaching you and your team techniques you can use to overcome groupthink, foster open and honest communication, and ensure that the best ideas win - wherever they reside within your business.
+ Arms you with powerful tools that will help you get inside your competitor's head and see how future developments could impact your strategies and plans, allowing you to avoid hidden threats and take advantage of missed opportunities.
+ Avoid errors and strategic shocks
+ Deal with challenges
+ Thoroughly test your arguments, evidence, logic
+ Discover your Achilles heel and weaknesses and turn them around
+ Try to cover your blind spots, what you don't know you don't know or think you know but don't
Identify and implement your Authentic Performance Measures for you, the team, your business
- You probably already have some performance measurements for you, your team and your business.
- Let's take a look at those and see if we can improve them
- We have pioneered a methodology called Authentic Performance Measures which is an authentic performance enhancement system aligned with human nature to:
+ Give continuous feedback, learning and quality improvement for business transformation
+ Increase transparency and accountability with granular detail on performance
+ Improve employee performance, alignment, morale, motivation, engagement, accountability & productivity
+ Better inform decisions
+ Increase efficiency
+ Identify risks, opportunities for improvement
+ Evolve an adaptive strategy, form it, test it and continually improve it
+ Diagnose and detect problems. threats, risks, conflicts, reputation, opportunities for improvement
+ Measure intangibles objectively, quantitatively and qualitatively
+ Identify and overcome resistance to change, sabotage presenteeism
+ Improve customer and stakeholder satisfaction, relationships, trust
+ Improve leadership & teamwork
+ Enable the leader to delegate with more confidence due to the extra transparency
+ Clarify and measure what parties expectations of one another
Identify and implement your Authentic Performance Measures for potential investments
- You probably already have excellent financial and numerical analysis and data to assess your potential investments
- We find that usually people's assessments of the qualitative things- the business idea, the competitive advantage, the leadership, culture, opportunity, threats, risks, business model, projections etc are more variable, more idiosyncratic and have much more potential to be Improved
- We help you distill and improve your criteria, measures, observations to authentically measure the performance of the potential investment
- Optimise the key questions, criteria and evidence required to make investment decisions
Measuring our impact and value
- We would identify the performance measures, criteria and outcome measures for this work, so you can hold me accountable and so that we can continually improve our performance and effectiveness with good feedback
Get in touch for a conversation to see how this might benefit your business.
Adan's executive coaches have decades of experience working at the executive level with leading organizations around the world. We have expertise in leadership, productivity, organizational change, team building, marketing, sales and motivation.
Our on-the-job experience coupled with extensive knowledge of the markets and functional areas enables us to deliver a variety of practical, high-impact presentations that engage, enlighten and entertain.
