WPT 01 · About
Local knowledge, earned the long way.
At Waypoint Partners, we specialise in providing consulting services that guide investment managers through the complexities of the Australian institutional investment market.
Years of experience and over 1,000 manager meetings enable us to provide presentation coaching for your team, ensuring successful market entry and client growth.
Experience · both sides of the table
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Asset consultant
11 years
Mercer
Investment consultant and researcher
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Asset owner
6 years
TCorp
Senior Portfolio Management
Derek Mock
Founder
Track record
Formerly Senior Portfolio Manager, responsible for over $30bn across two defined benefit portfolios.
Led a $44bn equity portfolio restructure as Project Leader.
WPT 02 · Services
Four legs of the passage.
How we help investment managers win Australian institutional clients, and keep them.
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Fix A
01 / 04
Market entry
Australian institutional market overview, buyer dynamics and competitor positioning for a successful entry.
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Fix B
02 / 04
Partnership development
Deepen client relationships so investors entrust you with more of their total portfolio.
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Fix C
03 / 04
Pitch coaching
Presentation coaching for key meetings: message shaping, slide deck review and pitch rehearsals.
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Fix D
04 / 04
Growth strategies
Bespoke analysis and advice on growing your business, from new solutions to new team build-outs.
WPT 03 · Testimonial
We hired Derek at a pivotal time in the building of our own business. With a number of prospect meetings and looming investment committee presentations at which our own appointment was being tabled, we had determined it to be of material value to obtain an independent perspective on our presentation content and narrative style, to work with our team as individuals and as a collective, guiding us on how we might improve delivery and engagement.
Ours is certainly a ‘non-vanilla’ solution, and Derek’s experience as both an asset consultant and institutional asset owner put him in a unique position to swiftly grasp a solid understanding, to the extent he was able to make valid and insightful recommendations.
Beyond that, he has a warm and disarming style that enabled him to build trusted relationships with even the most ‘set-in-their-way’ members of the team, all of whom subsequently referenced the value he delivered.
James BloomChief Executive Officer
WPT 04 · Destination
Ready to plot the course?
For more information or to arrange a meeting, email us directly. Based in Sydney, working with managers locally and internationally.
Passage summary · WPT 01 to 04