• Consulting & Coaching for CEOs, C-Suite Executives, Investors, Investment Managing Partners, & Emerging Leaders
• Strategic advisory services for CEO priority-setting & outsourced strategy CFO modeling of business power drivers
• People management consulting: compensation system advisory, performance review strategy & scripting
• 2 years of executive coaching training with Aletheia, designed to enable emotional unfoldment in one-hour sessions
• Accredited to administer and debrief the ieQ9 Enneagram in hiring processes & employee development processes
• Conduct 90-minute personality interviews to ensure compatibility fit between hiring employee and late-stage candidate
• Communication advisory: Board deck review, shareholder letter content advisory
• Industries served: travel, business services, healthcare, clean energy, entertainment, hedge fund, private equity & debt investing

• Long/Short Equity Fund with ~$2B in AUM across hedge fund & short-only vehicles and 12 investment generalists, with concentrated positions based on deep, bottom-up research focused on multi-year outlook for company performance and equity valuation
• Senior Analyst responsibilities include all parts of investment process, including long & short idea generation; primary research and analysis on key investment factors and risks; financial modeling; diligence meetings with management & investor relations teams; creation of 10-20-page investment memos; sizing recommendations; monitoring of existing positions
Key Management / "Watchdog" responsibilities:
-Macro risk management – author of Risk Report that measures portfolio risk levels to various macro outcomes
-90-minute “biographical interviews” of all potential investment team & senior hires to optimize personality fits w/ PM/analyst
-Lead editor of 2x/year shareholder letter

M&A Analysis for healthcare companies