Partner with Someone Who Has Made These Decisions Before
Experience, Judgment, and Network
Founders bring in Bruce for the judgment of someone who has built and managed every non-investment function, understands what the investment process needs from the business, and knows how to balance risk management with commercial effectiveness. Bruce approaches strategic decisions holistically, weighing their cross-functional and organizational implications to determine what is best for the firm as a whole.
Some Decisions Benefit From A Wider View
Why BSD
- Breadth and DepthExperience spanning firm strategy, risk management, marketing and investor relations, finance, legal, operations, and people management across stages of growth
- Strategic JudgmentEvaluates complex decisions holistically from a firm-wide perspective, balancing competing priorities, and long-term implications
- Hands-on ExperienceDecades of direct responsibility for building, managing, and leading investment management businesses
- Investment SupportUnderstands investment strategies, processes, and decision-making, as well as what investment teams need from the business to succeed
- Independent AdviceObjective judgment, free from internal politics or competing agendas
- Action-OrientedPragmatic, executable solutions that balance risk management with commercial objectives
- Deep Industry RelationshipsAn extensive network of trusted industry relationships built over three decades
- Flexible EngagementsTailored to the firm’s needs, easily adjusted and without long-term commitments
Relationships No Algorithm Can Replace
Access to Bruce’s network built over a career
Over three decades in law, investment banking, and asset management, Bruce has built a network of trusted relationships across the industry. He draws on that network to connect clients with the right people and resources to address their specific needs.
His relationships with industry peers provide additional value through benchmarking how other firms operate, identifying talent, and obtaining confidential references on prospective hires and business partners.
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- Allocators
- Placement Agents
- Third-Party Marketers
- Wealth Management Platforms
- Operational Due Diligence Consultants
- Public Relations & Communications
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- GP Stakes & Seed Capital Providers
- Investment Bankers
- Insurance Structuring
- Trading Counterparties & Outsourcing
- Financing Counterparties
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- Recruiters
- Compensation Consultants
- Executive & Leadership Coaches
- Communications Coaches
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- AI Implementation Consultants
- Data Science Outsourcing
- Technology Infrastructure Outsourcing
- Risk Management Systems
- CRM Systems
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- Prime Brokers
- Fund Administrators
- Back & Middle Office Outsourcing
- Legal Counsel
- Compliance Consultants & Outsourcing
- Tax Advisors
- Risk Management Consultants
