World Update

Every meeting begins with a brief World Update by each member, providing a glimpse into the events and issues that Members are dealing with, and what is most important to them at that moment. They discuss what is happening in their lives, and what actions, if any, they plan to take in response. Impact items may range from global economic situations to more personal issues, such as a change in marital status, care for aging parents, health issues and their children.

Issues andOpportunities

This portion of the meeting allows Members to place their own specific questions and concerns on the table to seek the collective intelligence of the Group. It is during this time that Members work through problems and explore opportunities together. Members survey the Group about their own investment opportunities and use the roundtable environment to elicit best thinking and gain helpful feedback.

Portfolio Defense®

A unique and differentiating feature of TIGER 21 is the Portfolio Defense®exercise. At each TIGER 21 meeting one Member presents the complete and intimate details of his/her personal investment portfolio for review and analysis in the context of stated philosophy and goals. The presenting Member receives feedback, recommendations, and suggestions from his or her peers. This level of exposure, intimacy, and commitment is unique, and many Members find the Portfolio Defense experience to be eye-opening and often life changing.

Guest Speakers

Based on a Group’s interest or specific request, TIGER 21 invites guest speakers who can enhance each Group’s knowledge about the landscape in which Members make investment and non-investment decisions. For example, presentations to Groups can cover topics related to specific investment opportunities, deal flow, industry trends, art genres, philanthropy, estate planning, family dynamics, private equity deals, industries or niches within industries. After each presentation, the Group rates the presentation and examines the value of the presentation and the quality of the information learned. Group analysis does not always lead to a consensus; rather, the diversity of the TIGER 21 Group often leads to fuller analysis of the merits of a given opportunity.

If you are interested in learning more about TIGER 21, please complete the contact form and you will receive a copy of our most recent Asset Allocation Report.