Tom Brakke | SpeakerHub

Personal Details

Bio

The Investment Ecosystem provides consulting, training, facilitation, coaching, and content for investment professionals and organizations.

Clients include asset owners, asset managers, advisory firms, and other organizations who are focused on continuous improvement.

My public speaking experience includes giving presentations for numerous CFA societies and conferences (I'm on the CFA Institute Approved Speaker List), other industry gatherings, and internal corporate workshops and events.

Current position (1)

Principal

The Investment Ecosystem

Degrees (1)

Management

University of Minnesota Carlson School of Management

1979 to 1982

Presentations

Presentations (5)

Rethinking Due Diligence and Manager Selection

Customized to meet the needs of specific audiences, this presentation looks at current due diligence and manager selection practices and offers ideas for improvements.

Building a 21st Century Investment Organization

Substantial changes in the investment ecosystem over the last two decades are finally resulting in the disruption of existing business models. Asset owners, asset managers, investment advisory firms, and other organizations need to go back to the drawing board if they hope to succeed.

Fixing Your Investment Committee

Committees can get in the way of making good decisions. How to avoid build a strong investment committee and avoid the common pitfalls.

The Missing Link: Communication

In a business focused on analysis, communication is often the missing link in outdistancing others. That's true for individuals and for organizations.

Creativity in the Investment Process

Investment organizations aren't known for their creativity, but unleashing new ideas can improve existing decision processes.

Workshops (1)

Advanced Due Diligence and Manager Selection Workshop

This two-day immersive workshop is arranged and conducted by Tom Brakke. A small group of participants work together in an immersive fashion to identify current best practices and create new ideas and approaches.

Past talks (20)

Some Dilemmas Facing Your Investment Organization

Foundation Financial Officers Group

Minneapolis, MN

October 17, 2024

Communication Skills for the Investment Professional

CFA Society Chicago

Chicago, IL

October 11, 2023

Interactive Session on Asset Manager Culture

Citywire Professional Buyer Due Diligence Retreat

Chicago, IL

June 15, 2023

Changes at the Intersection of Accounting and Investments

Minnesota CPA Estate and Personal Financial Planning Conference

Virtual

June 21, 2022

Monitoring, Not Managing: Essential Oversight Processes

Commonfund Institute Investment Stewardship Academy

Yale School of Management

June 27, 2019

Principles of Manager Due Diligence and Selection

CFA Intitute Annual Conference

London

May 14, 2019

Changing the Framework of Asset Manager Research

CFA Society Tampa Bay

Tampa, FL

May 2, 2019

Changing the Framework of Asset Manager Research

CFA Society St. Louis

St. Louis

March 20, 2019

Investment Communications Workshop

In-house Workshop for Private Company

[undisclosed]

December 5, 2018

Changing the Framework of Asset Manager Research

CFA Society Minnesota

Minneapolis

November 7, 2018

Seven Keys to Improving Due Diligence and Manager Selection

Foundation Financial Officers Group (FFOG) Fall Meeting

Boston

December 31, 2016

Rethinking Due Diligence and Manager Selection

CFA Institute Wealth Management Conference

Minneapolis

December 31, 2015

The Missing Link: Communication

CFA Institute Annual Conference

Montreal

December 31, 2015

Improving Due Diligence and Manager Selection

CFA Society Cleveland Wealth Management Conference

Cleveland

December 31, 2016

Improving Due Diligence and Manager Selection

CFA Society Calgary

Calgary, Alberta

December 31, 2016

Improving Due Diligence and Manager Selection

CFA Society Victoria

Victoria, British Columbia

December 31, 2016

Improving Due Diligence and Manager Selection

CFA Society Vancouver

Vancouver, British Columbia

December 31, 2016

Due DIligence and Manager Selection

AICPA ENGAGE

Las Vegas

December 31, 2016

Creativity in the Investment Process

CFA member societies

12 societies

December 31, 2014

Fixing Your Investment Committee

AICPA Advanced Personal Financial Planning Conference

Las Vegas

December 31, 2013

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Books & Articles (3)

Letters to a Young Analyst

2014

Rethinking Due Diligence and Manager Selection

The Message, the Mission, and the Messenger

Expertise (5)

Awards & certifications (1)

Chartered Financial Analyst

CFA Institute

1986