Speaker: Robert A. Handler
Location: Gaylord Palms Resort & Convention Center - Sun Ballroom C
Session Type: Track Session

During turbulent times, organizations lose focus, often acting incongruously with leadership statements of direction. Additionally, these leadership statements of direction can turn on a dime. Portfolio management provides a sanity check, ensuring that people stay on purpose. In this presentation, we highlight the challenges, present investment categorization as a technique to overcome these challenges, and subsequently end with real-world critical success factors.