Client Case Studies

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