

#102: Investment Meetings to be Proud of - Part 1 in the Collaboration Series
15 snips Jun 9, 2022
Unlock the secrets to impactful investment meetings! Discover how to transform dread-filled gatherings into dynamic sessions that spark insights. Dive into mastering the nuances of meeting dynamics, emphasizing clarity and active participation. Explore the importance of collective insight, like a band creating music together, and challenge the rigidity often found in professional settings. Redefine the purpose of investment meetings with intentionality, prioritizing engagement and preparation for better decision-making.
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Importance of Investment Meetings
- Investment meetings are crucial for team dynamics and setting investment culture.
- Improving meeting quality even by 5% can significantly enhance investment insights.
UBS Morning Meeting Experience
- At UBS, the morning meeting was dull, short, and lacked purpose.
- Efforts to improve it every six months failed, leaving participants disengaged.
Assign Clear Meeting Roles
- Assign everyone a clear, active role in meetings to maintain engagement and energy.
- Avoid multitasking and keeping cameras off to foster accountability and participation.