Hedge Fund Portfolio Manager – Sydney
A partner and portfolio manager in single strategy hedge fund
Key areas of focus
- Emotion regulation and stress management
- Implementing more productive routines to reduce indecision
- Risk management strategies for more consistent returns
Investment Bank Trader – London
Client manages a team of traders in multiple jurisdictions for a global investment bank
Key areas of focus
- Systematizing trading edge
- Developing coaching skills for managing team
- Identifying leverage points to grow franchise business
Private Professional Trader – Sydney
HNW self-directed equity market investor.
Key areas of focus
- Understanding performance drivers in strategy
- Skills development: using data to highlight biases
- Building positive routines
Fund Manager – Melbourne
Client experiencing pressure from being in a draw-down
Key areas of focus
- Demarcating what can be influenced and what can’t. Being granular helps with clear thinking and next actions
- Managing stakeholder expectations
- Self-regulation
M&A Advisory – Sydney
Client runs a highly profitable boutique advisory business
Key areas of focus
- Large profit increase in current year: mindset check to ensure no self-sabotage
- Create an empowering context for business objectives: ensure it is congruent with values and long-term goals
- Develop business strategy for year ahead
Client references available on request