Contact

  • Email Address:
  • Website: http://www.corporateportfoliomanagement.org

Biography

I am the author of the upcoming book "Optimizing Corporate Portfolio Management: Aligning Investment Proposals with Organizational Strategy" (being released in April 2007 by Wiley Publishing). A link to the book can be found by clicking here.

I am a Vice President at a Fortune 50 diversified financial services firm and head up the company's corporate portfolio management group as well as the CFO's Strategic Business Analysis group. The company's corporate portfolio management discipline has won numerous awards and is regarded by many external parties as amongst the most progressive deployments of corporate portfolio management by any large or small organization.

Corporate Portfolio Management (CPM) is about optimizing an organization's resource allocation in order to generate firm value. CPM is predicated on the belief that the day-to-day decisions made about discretionary investments ultimately result in an organization's strategy.

I am a frequent speaker on the topic of Corporate Portfolio Management to companies and various organizations including the CFO Executive Board, Beyond Budgeting Roundtable, Gartner, Corporate Portfolio Management Association, Enterprise Portfolio Management Council, and the Decision Analysis Affinity Group.

Interests

project portfolio management, enterprise portfolio management, investment optimization, resource allocation, capital planning, asset allocation, capital planning, IT portfolio management, corporate portfolio management, program portfolio management