The Investment Ecosystem produces content designed for the continuous improvement of investment organizations (and of the investment functions of other entities, such as asset owners).
This platform is the primary vehicle for the distribution of that content. The archives can be filtered by category, although the topics of many of the postings span those boundaries. Subscribe here.
Other content
Tom Brakke writes occasional commentary about investment industry matters on LinkedIn.
He authored Letters to a Young Analyst, an ebook offering practical advice from a number of investment professionals to those interested in the investment business, plus helpful resources.
Archives of two previous content platforms remain online: The original research puzzle blog was a precursor of this site, and The Prudent Fiduciary Digest newsletter featured topics of interest for asset owners.
Tom’s work has appeared in the Wall Street Journal, Financial Times, Investment News, Advisor Perspectives, and TabbFORUM, and on sites published by Morningstar, Integrity Research, CAIA Association, CFA Society New York, CFA Society Minnesota, and CFA Institute.
Speaking
Tom has extensive experience delivering presentations to audiences ranging from small groups like boards and committees to large conferences. They are tailored to connect with the audience while providing innovative ideas about the evaluation and improvement of practices at investment organizations.
He has spoken at more than twenty CFA societies, three CFA Institute conferences, numerous other industry conferences, and many investment organizations. CFA Institute published a conference presentation by Tom, "Rethinking Due Diligence and Manager Selection."
You may find out more information about Tom’s speaking activities at SpeakerHub.