portfolio strategy

portfolio strategy

Umbrex is pleased to welcome Katherine Feeney with Beckett Square. Katherine runs Beckett Square, through which she works primarily with private equity funds and corporate acquirers on topics including commercial due diligence, investment and portfolio strategy, market screens, and performance improvement. Katherine founded Beckett Square in early 2019 after her time at Bain & Company, where she worked across practices and industries in the Washington, DC and Johannesburg, South Africa offices.

Concurrent to founding Beckett Square, she was instrumental in the launch of Lock 8 partners, a lower-middle-market Saas-focused growth equity fund. Katherine is based in Washington, DC, where she also serves on the boards of two local nonprofit organizations. She earned her undergraduate degree at the University of Virginia and an MBA from the Wharton School.

Umbrex is pleased to welcome Peter Hsia with CH Consulting Advisors. Peter  is one of the founders of CH Consulting Advisors, a strategy consulting firm focused on consumer and retail.  He has over 30 years of consulting experience with Accenture, Kurt Salmon, Swander Pace and McKinsey.  CH Consulting focuses on serving the private equity community with due diligence and portfolio strategy as well as working with mid-cap companies on growth strategy.  CH Consulting is based in the San Francisco Bay area and serves a national client base.

 

Sean O’Toole explains why there will be no going back to normal and why the current disruption provides opportunities for companies that can redefine themselves for the future.

The world post-COVID19 will be very different from [the one] we just left a few weeks back!

Each crisis has brought dramatic changes in consumer, business and social behavior. At the time, some of the changes accelerated what was already in motion. Others were entirely unanticipated.

Whatever changes this crisis will wrought will take time to play out. However, there will be no return to business-as-usual.

We Are All Changing Right Now!

Consumers, employees and businesses are adopting to this our new reality at speed. We have no choice.

 

Read the full article, COVID19 is Your Permission To Shift To The Future, on LinkedIn.

 

 

Paul Millerd explores what it means to achieve your goals and why the simple goals stop working and you either have to keep raising the stakes or change your orientation.

In 2015, Kevin Durant left his team of nine years to join the best basketball team in the world. In the NBA, great players like Durant are judged based on whether or not they win championships. This undoubtedly influenced his decision to join the team with the best chance to achieve that goal.

Except when he ended up winning a title, he didn’t find what he expected. His friend Steve Nash reflected on Durant’s confusing emotions that summer:

‘He didn’t have a great summer,’ Nash told me last year. ‘He was searching for what it all meant. He thought a championship would change everything and found out it doesn’t. He was not fulfilled.’

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The realization that achieving a goal will often not fundamentally improve your overall well-being can be a challenging moment for people.

It is also a moment where people can choose to orient in a new direction or double down on the same path. This seems like an easy decision to make, but over and over again, people continue back down the same path.

 

Points explored in this article are:

  • Reaching a WTF?! Moment
  • A Brief Detour To Grapple With Happiness
  • What About Work?
  • Have A Little Faith

 

Read the full article, The 2nd Chapter Of Success, on the Boundless website.