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Rich Bello, Co-Founder and

COO of Blue Ridge Capital Presents:

2022 Master Plan Workshop

for Hedge Funds and Family Offices

Set high-impact goals and design your Master Plan. Your guide to peak performance for Investment and Operations Teams. Set your firm apart from the competition.

Your Master Plan will include:

Your Top 20 prioritized goals in the key areas of your firm.

Your Top 2 prioritized action items per goal.

Your accountability strategy to ensure that you take action.

Come with Aspirations, Leave with an Action Plan

Clarify your goals, design plans to achieve them, and develop accountability strategies to ensure that you follow through on execution.

Take this opportunity for you and your team to work together on goals and in breakout rooms with individualized attention.

In just 3 hours, learn tried and true strategies from 30+ years within the Hedge Fund industry.

BONUS:

We are offering our interactive Goal Setting Workbook!

We use this workbook with hedge funds, family offices, and investment banks to coach their employees to achieve their highest impact goals. The workbook enables you to clarify your goals and design effective plans to achieve them. It summarizes your prioritized actions in a handy Master Plan that you can refer to all year long!

Attendance at the workshop requires a fee of $50, which we are donating to The Robin Hood Foundation, New York City’s largest poverty-fighting organization. In addition to donating the $50 fee, Arootah will match every dollar raised to signify our commitment to The Robin Hood Foundation and helping those in need.

We are certain that this Workshop will make a difference in your life, your business, and in helping others.

Join us!
Wednesday, January 26, 2022
6-9 pm EST

Register now to reserve your spot for only $50.

All proceeds will be donated to the Robin Hood Foundation.

Additionally, Arootah will match all donations.

Business Seminar Page

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Please enter your credit card information. You will be billed a one-time payment of $50 per ticket.

Address

“Your playing small doesn’t serve the world.”

– Marianne Williamson

Take Charge of 2022

Many firms fail to perform at their best year after year. Why?

They don’t have clarity around their goals, nor a strategic plan to achieve them. This is exactly what we will deliver to your firm at this workshop.

What to expect:

  1. Set high impact goals with hedge fund executive Rich Bello.
  2. Design a Master Plan to achieve those goals.
  3. Set accountability strategies to ensure that you and your team follow through on the execution of the plan.
  4. Discover new ways to elevate your firm’s outcomes.
  5. Enjoy an interactive experience in breakout rooms with guidance from our coaches.

Testimonials

Meet the Speaker: Rich Bello

Rich is a seasoned executive from the financial services sector. In addition to being the CEO of Arootah, Rich serves as the COO of Blue Ridge Capital, an industry-leading hedge fund that grew to $10 billion in assets under management at its peak.

He has held senior positions at Ernst and Young, Tiger Management, and Morgan Stanley, where he observed strategies of those who achieved exceptional results.

In addition to working with Hedge Funds and Family Offices, Rich speaks to some of the world’s largest financial institutions, including Citibank, UBS, and JPMorgan Chase. At Arootah, Rich devises pragmatic solutions for growth, motivation, peak performance, and accountability to help our clients overcome their most difficult challenges.

Learn more

Tap into decades of knowledge in this webinar.

Sneak Peek at Our Process

Goals

  • Get clear on your firm’s objectives
  • Create or update your Mission Statement
  • Identify the GAP between “Where we are now?” and “Where do we want to be?”

Planning

  • Create Action Items to close the GAP
  • Prioritize what your team needs to do so you can hit the ground running.
  • Use our workbook to follow a process for goal setting.

Execution

  • Use the workbook to take action and follow-through
  • Avoid Procrastination
  • Set up your firm’s accountability for success

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