Executive Coaching.
Six years advising an investment committee at one of the three largest sovereign wealth funds in the world. A standing retainer for the person who now carries that decision.
§ 01 — What it is
What it is.
A standing retainer. You get me on the decisions as they arrive: the allocation you are not sure about, the manager your team likes more than you do, the strategy paper going to your board next month.
For six years I did that work inside a sovereign wealth fund — portfolio allocation, buy-hold strategy, and manager selection across real estate equity, credit and structured, advised up to an investment committee rather than executed on a desk. The job was never to have the answer first. It was to be the person in the room who had read the same materials and would say the uncomfortable thing.
The Allocator's Brief ends. This does not.
A mandate engagement runs twelve weeks and stops the month after it closes. This is a standing relationship with no fixed end, billed monthly, and it stops when you say so.
§ 02 — How it works
How it works.
- 1
We start with what is on your desk.
Not an offsite and not a diagnostic. The live decisions: what reaches your committee this quarter, what you are being asked to sign, and where you already suspect your own process is weakest.
- 2
Then we work monthly.
A standing cadence, and the room in between it. You are not drawing down a block of sessions and you are not billed by the hour, because neither of those matches how the decisions actually arrive.
- 3
It ends when you end it.
No fixed term, no notice period, no tail. The month you stop is the last month you are billed for.
The decisions do not arrive on a schedule. Neither does the work.
§ 03 — Who it is for
Who it is for.
Real estate investment leaders on either side of the table, carrying a decision they cannot fully test in-house.
Fund leadership.
The chief executive, chief investment officer or managing partner at a private real estate manager, carrying allocation and strategy calls without a peer to test them against.
Allocator desks.
Heads of real estate at institutional and sovereign allocators, where the internal review is already thorough and the outside read is the part that is missing.
Committee principals.
Whoever has to defend the decision in the room. Most of this work lands in the fortnight before a committee meets, not the quarter after.
One limit, stated plainly. We do not hold a coaching retainer with an allocator while advising a manager raising from that allocator. Where the conflict exists we say so and decline, in that order.
§ 04 — Terms
Terms.
A monthly retainer, quoted as one number before you start. No success fee. Nothing tied to what you decide, what you allocate, or whether you act on any of it.
Real estate only. Capacity is declared when we start, not after.