At Coleman Research Group we pride ourselves on trying to make the right match each and every time we facilitate a consultation between our Members and our Institutional Investor Clients. Each step of the process is aligned with your interests:
Idea Generation
The world's largest and most successful Institutional Money Managers come to Coleman Research Group for value-added primary research assistance. Whether they are testing a specific theory, or they simply want to learn as much as they can about an industry, CRG's clients benefit from the opportunity to speak with relevant industry experts across the world. Through their Executive Forum Membership, these experts have a chance to take part in the education of the institutional money management community and to earn a competitive honorarium.
Search is performed
Coleman Research, using its proprietary search methods, explores its database for the most qualified Executive Forum Members. CRG gives its Members the opportunity to advertise their skill sets to the research needs of institutional investors. By specifying primary areas of expertise and key experiences, Members increase their chances of being selected for a project.
Members are identified
Members who fit the criteria are associated with research projects. Before a call is scheduled, CRG reviews the project with you to verify your suitability and make sure the project is appropriate to your expertise. This allows you to focus on those opportunities that matter most.
Compliance
Before taking a call, Coleman Research reminds Members to oblige by its Terms and Conditions. If Members have not recently worked with Coleman, they are required to reconfirm their agreement. Your agreement to these terms is logged into our database for your protection.
Call is scheduled
Coleman Research schedules the call between the Institutional Money Manager and the Member. CRG has put systems in place to let Members indicate when they are available, which facilitates easier communication between the parties involved on each call.
Invoice requested
After the call is completed Members can log into Coleman's network to submit an invoice. Through Knowledge Broker, CRG's secure system, we give you the opportunity to request how, when, and to whom payment should be made.
