Finding a new MC - "Joint Meeting"?

Started by JimF2 • 3 replies • 912 views

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JimF2 (New Jersey)
Posts: 9

Posted:

The sample RFP for new Management that the CAI provides lists as one of steps in the timeline a "Joint Meeting" with potential candidates and the Board.

What is supposed to happen at this meeting? Are all the potential companies supposed to be in the same room at the same time, or different times for each? Do we ask them questions, or do they ask us questions?

Anything else we need to know?

Thanks,
Jim F

JohnK3 (Pennsylvania)
Posts: 967

Posted:

Jim,

I'm not a big fan of Encounter Groups, so I'd recommend separate interviews. Use your list as a starting point for a give & take with the candidate.

DonnaS (Tennessee)
Posts: 5,671

Posted:

Ditto,
One never puts competeing companies together while they are in the biding process. If they are all going to be present for the meeting, have one at a time come into the room.

GrahamO (Ontario)
Posts: 55

Posted:

JimF2 Jim ... our specialty is reserve fund planning, but we happen to have written a new chapter for our book (this chapter has not yet been published) about "Picking a Reserve Planner". I think some (but not all) of the points we've made in this chapter could also apply to picking a PM or MC. If you'd like a copy of the chapter please contact us.

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