IMPORTANCE OF THE TOPIC
Team diversity, participative decision making, inclusive leadership style are often cited as success factors for team decisions in the context of an investment committee. Does evidence confirm them? This seminar reflects on the most effective team composition, ecological rationality and procedural logic available to ensure a lasting optimization effect towards a more rational decision making.
The seminar is choreographed as a competition-based investment committee simulation. Lessons learned are immediately practiced.
How to configure effective investment committees (IC)? The seminar performs a competition-based IC simulation, followed by a reflection on lessons learned.
- Family offices
- Wealth managers
- Investment companies
- Private - and Regional Banks
MODUL 1: SUCCESS FACTORS FOR INVESTMENT COMMITTEES
- 7 success factors for a fully functional High Performance Investment
Team ™ are being introduced.
- Participants also benefit from examples of dysfunctional teams and
MODUL 2: FORMING THE TEAMS AND CASE PREPARATION TIME
The participants self-organize two teams. Each team will prepare a
case on how to configure an effective investment committee. While
the teams prepare for the competition, the lecturer will liaise with
both to address questions and provide guidance if requested.
MODUL 3: PRESENTATION
‘TEAM A’ and ‘TEAM B’ have 15 minutes to present.
MODUL 4: REFLECTION & CONCLUSION
Together, the two presentations will be reviewed, feedback will be
shared and areas of improvements highlighted. Finally, the teams
will reflect on the practicability of lessons learned for their own