Agenda subject to change closer to the course date.

• Breakfast: Structured small group discussion
• Morning Sessions: Decision Making, Interviewing
• Lunch: Structured Small group discussion
• Afternoon Sessions : Leadership & Management, Investment Process Roundtable
• Cocktail Reception

Reflect on the following questions in advance of the course:

1. What is your favorite question to ask in an interview (of a manager or a company)?
2. What one technique to you find most effective for interviewing?

Suggested Prep:

• Read Capital Allocators, Chapter 1
• Read The Toyota Production System HBS Case Study
• Listen to Capital Allocators podcast with Jenny Heller
• Listen to Capital Allocators podcast with David Barrett
• Listen to Tim Ferriss Show with Cal Fussman

Application: 

1. Construct one interview of a manager or company structured with intention across content and context
2. Apply one tip to your next interview
3. Ask for feedback on one interview

Reflect on the following questions in advance of the course:

1. How do you deal with the potential for loss?

Consider that losses come in many shapes and forms: losing money in an investment, personal loss of a professional opportunity, a breakup, *gasp* losing your cellphone, losing your way (in an unfamiliar place or in life), losing your cool, losing track of time, losing a family member, losing an argument, losing a competition, losing a bet. Often the fear of loss can be even more crippling than the loss itself.

2. Use a personal narrative to discuss how you faced loss, how you dealt with it and lessons learned, if any.

Suggested Prep:         

• Read Capital Allocators, Chapter 2
• Read The Misuse of Premortems on Wall Street
• Read Thinking in Bets
• Read How to Decide
• Read Expectations Investing
• Listen to Capital Allocators podcast with Annie
• Listen to Capital Allocators podcast with Michael Mauboussin
• Listen to Capital Allocators podcast with Gary Klein

Application:

1. Catch yourself one time blindly accepting what someone else said (System 1)
2. Make one change to your investment decision process
3. Structure one decision around possibilities, probabilities, and preferences

Reflect on the following questions in advance of the course:

1. What have you found is most effective in leading others?
2. What have you found is most effective in managing others?

Suggested Prep:         

• Read Capital Allocators, Chapters 4 and 5
• Watch Randall Stutman video on ‘Fanness’
• Listen to Capital Allocators podcast with Jim Dunn
• Listen to Capital Allocators podcast with Randall Stutman
• Listen to Capital Allocators podcast with Shundrawn Thomas
• Listen to The Knowledge Project with Jim Dethmer   

Dive Deeper:

• Sign up for Admired Leadership blog
• Take Admired Leadership course

Application:

1. Bring one leadership or management framework to your organization
2. Intentionally express “fanness” to a team member

Reflect on the following questions in advance of the course:

1. What best practice can help others in the cohort across each of the following:
   • Governance
   • Sourcing
   • Due Diligence
   • Portfolio Construction
   • Increment Value Added

2. What is your biggest personal and professional pet peeve?

“Required” Prep:

• Watch Scott Malpass, Notre Dame Case Study
• Watch Stephen Gilmore, NZ Super Case Study

Suggested Prep:         

• Read Capital Allocators, Chapters 6 and 8
• Read MIT 10 Year letter
• Read Pioneering Portfolio Management
• Listen to Capital Allocators podcast with Scott Malpass
• Listen to Capital Allocators podcast with Matt Whineray
• Listen to Ted on Free Money podcast
• Visit NZ Super Fund website

Bonus content to be added closer to the course date. We will let you know what bonus content will be covered during the live session.