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Daily Archives: 12 November 2024

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Préparer une finale d’appel d’offres

Preparing for that all-important final pitch: Being comfortable with the foreseeable allows you to manage what is not.

OpinionBy Jean-François Hirschel12 November 2024

A former colleague recently reminded me of a memorable late-night rehearsal session in a Montreal hotel room, preparing a presentation for a final business pitch. Imagine the scene: One day, the phone rings: you are invited to pitch for an investment mandate in a week’s time (often, the notice period is even shorter). At that…

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Eric Cockshutt
Eric Cockshutt

A talent to smoothly convince people, coordinate teams to reach common goals, a skilled presenter and native English speaker, Eric can:

  • Create and coordinate organization and process around responsible investment (ESG) initiatives.
  • Define and support your collaborative and direct engagement activities.
  • Create an RFP and DDQ process, and successfully respond to such requests for you.
  • For more information: LinkedIn
Katharine Foda
Katharine Foda
  • Expert in marketing and communications in the asset management industry.
  • 20 years of experience managing central and local marketing teams in asset management firms.
  • Focusing on brand consistency, product positioning, content quality and team efficiency (processes, tools, budget)
  • For more information: LinkedIn
Laurent Auchlin
Laurent Auchlin
  • Expert in asset and wealth management. 25 years’ experience in internationally renowned banks.
  • Pioneer of open architecture and manager selection methodologies.
  • Our partner for all projects where buy-side vision is critical.
  • More background information at: LinkedIn
Claire Harding, CFA MBA
Claire Harding
  • 25 years experience in asset management.
  • Strong technical grounding.
  • Investment Consultant relations experience.
  • International experience.
  • More information on: LinkedIn