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Tuesday, August 8 • 10:45am - 12:00pm
Investment Optimization with Active Portfolio Management (Chris Espy, Linda Cook)

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Limited Capacity seats available

What if there was another way to approach portfolio management, one that enabled you to act decisively and quickly when an opportunity arose? With the traditional governance paradigm, your organization is stuck with choices that might have made sense at the outset but didn’t work out in the marketplace. What if you made your investments based on facts rather than luck? What if you placed smaller bets against the House and could fold before you lost too much and up the ante where it was evident you would win? In short, what if you could be Agile in where and when you put your money? That’s the beauty of Active Portfolio Management: it enables you to change with a marketplace constantly in flux.
This workshop acknowledges that Agile contradicts traditional business theory, which leads to ineffectively leveraging what Agile has to offer. Focusing on simple rules for portfolio management, you will learn language about Agile that resonates with executives. To help you activate key concepts in this talk, you will run portfolio optimization activities with time for discussion.

Learning Outcomes:
  • Communicate Agile business value
  • Framework for implementing Agile Portfolio Management
  • Techniques for maximising business investments
  • Simple”rules” for Agile Portfolio Management
  • Practice adjusting plans based on changing business needs


avatar for Linda Cook

Linda Cook

Chief Learning Officer, Project Cooks, LLC
Linda is a recognized technology leader and Agile Transformation expert. She is committed to helping organizations achieve their strategic goals. With over 21 years of experience as an IT executive, Linda offers a unique blend of leadership, innovation, and vision which allows her... Read More →
avatar for Chris Espy

Chris Espy

SolutionsIQ, SolutionsIQ
Chris Espy is a Senior Agile Consultant at SolutionsIQ. He has 28 years in IT product development with 10 years in helping companies adopt better ways of working. Chris is passionate about helping organizations and teams build a continuous improvement culture to effectively and efficiently... Read More →

Tuesday August 8, 2017 10:45am - 12:00pm EDT