The Exchanges

Every argument clarity score on this site is built from rows on this page. Each question and answer was assessed with names hidden, the host's own answers included, on four things from 1 to 5: directness (does it answer the question asked), coherence (do the ideas follow), precision (concrete details and clear references), compression (says a lot per word). The weighted mix (30/30/25/15) is the exchange score. A person's published score averages their exchange scores on raw tape only, at least 8 of them, shrunk toward the cohort mean. Full method →

Katie O'Reilly no published score: no usable exchanges on raw tape, and a fair score needs 8+ record → ← everyone

Every exchange below was scored with names hidden, four dimensions each from 1 to 5. An exchange's score is 0.30·directness + 0.30·coherence + 0.25·precision + 0.15·compression. The published score averages the raw tape exchange scores and shrinks small samples toward the cohort mean, so five great answers can't beat twenty good ones. Produced feed rows count only toward coarse estimates, never toward a full score.

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Answered produced feed D 4 · C 5 · P 5 · Cm 4 4.55

Q on the conference circuit, on how to execute their strategy and what they're attempting to accomplish. There are not two other people who have better perspective on the investment conference circuit than Ron and Katie. Welcome, Ron and Katie. Katie, I want to start with you. When you're advising clients on approaching the next calendar, how are you evaluating conferences for your clients? What are the criteria that you use?

A First of all, thanks for having me. Happy to be here. When I joined ProSec, ProSec had a pretty robust strategy for maximizing conferences because our business is really reputation and brand management, mostly for financial firms, and so the way that ProSec approached conferences on behalf of clients was mostly thinking about thought leadership and access to media, which are two big buckets, but the other piece of it that we built with Conference Concierge Was really the fundraising and business development piece. So how firms should be thinking about approaching conferences and how to get the most out of it. And oftentimes I find, I talk to clients who are going to conferences and don't have a clear strategy of what they're trying to accomplish. So a lot of times the conversation was, yeah, we went to this conference, we didn't get much out of it, and now our PM doesn't want to go again. So I think having a clear strategy is a big piece of it. We built a database of probably now 1500 conferences all over the world that we track according to four criteria for asset managers. So it's access to LPs, meaning are you going to meet LPs you otherwise wouldn't or at such scale that it becomes inefficient not to be there? That's one. The second is access to deal flows or strategic partners. Are you going to Either gather some intelligence or meet with potential partners at a scale that…

AI assessment note: “we track according to four criteria for asset managers. So it's access to LPs”

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