Develop / Mid-level investor / Adaptive Leaders

Adaptive Leaders

An immersive program developing your leadership potential from the inside out

The experience

True development involves transforming your internal operating system, not just increasing your fund of knowledge or your behavioural repertoire.

Adaptive Leaders is an immersive 6-week program designed to elevate the impact and unleash the potential of rising investment leaders by upgrading their internal operating systems.

By focusing on mastery of your inner game, Adaptive Leaders playfully take participants out of their comfort zone to build their confidence, capability and career conviction. Radically improving their personal and leadership effectiveness is our endgame.

Facilitated by Future IM/Pact founder and leadership expert, Yolanda Beattie, Adaptive Leaders comprises:

  • 2 x in-person full-day workshops
  • 2 x 50 minute 1-on-1 coaching calls
  • Clarity 4D personality profile report
  • Online learning hub, workbooks and tools
  • Networking dinners

The learning experience is grounded in evidence-based concepts that are applied to current challenges, delivering rapid and lasting impact.

Each program is capped at 14 people, ensuring a close-knit peer cohort who support each other’s learning and growth. 

Our first Adaptive Leaders program will be run in Melbourne, with a 30-min kick-off call on 8 October, followed by two full-day in-person workshops and dinner on 22 October and 19 November, plus coaching.

Registrations close on 24 September 2024.

Who is it for?

  • You’re 5 or more years’ into your professional investing career and are at a senior analyst or deputy portfolio manager level, or
  • You’re in a role adjacent to the front office such as distribution, investment solutions and back-office
  • You’re keen to secure your career trajectory by clarifying your next few moves and the profile and support you need to get you there
  • You want to move into a leadership role with more responsibility for people management, or improve your current leadership impact
  • You want help to identify and action the key changes you can make to become the best investor and leader you can be
  • You’re ready to dive deep into your own ego and mindset to explore your strengths and limitations and make lasting change, while expanding your consciousness so you can embrace higher levels of mental complexity

Program flow

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During this 6-week program, participants receive:

  • 2 x full-day workshops 
  • 2 x networking dinners
  • 2 x 50 minute 1-on-1 coaching calls
  • Clarity 4D personality profile report
  • Online learning hub, workbooks and tools

$3,800 plus GST. 10% discount for Future IM/Pact partner firms.

Our first Adaptive Leaders program will be run in Melbourne, with a 30-min kick-off call on 8 October, followed by two full-day in-person workshops and dinner on 22 October and 19 November, plus coaching.

Registrations close on 24 September 2024.

The program has had a deep and lasting impact on me. It has provided me with the tools to be more reflective and has helped me develop the confidence to put myself out there.

What’s your one big thing?

Is there one thing you know you could change that would make the biggest difference to your personal and leadership effectiveness, and investment decision-making? Do you know what it takes to change? The answer to these questions reveals your adaptive challenge and opens the door to life-changing insights.

Adaptive challenges are different to technical challenges because they require us to fundamentally change at the level of identity; you can’t just learn new skills or gain more knowledge to solve an adaptive challenge. To change on this level we need to see and let go of the filters that currently shape our worldview. 

Some of the changes we’ve helped leaders and investors embrace are:

  • Giving and receiving constructive feedback that leads to growth
  • Constructively challenging the views of peers while being open and curious about different perspectives
  • Bringing people along the journey instead of leaping ahead to the end result
  • Delegating more effectively instead of controlling how people do the work
  • Letting go of chaos and busyness as a way to cover fears of not being good enough

Read more about adaptive challenges and some ideas to get your thinking about your own.

Yolanda created an open and relaxed environment from the outset. She made it safe for everyone to be vulnerable and work on the big stuff that was holding us back at work and in life.

Our Adaptive Leaders program will be kicking off in 2024, pre-register your interest and get access to earlybird announcements

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