Norm Conley

CEO & CIO of @JAG_CAPM. We manage equity and bond portfolios for institutions and individuals. Opinions are my own.

[Norm Conley @JAG_Norm]

@citrini @ContrarianCurse @FischerRandom1 Momentum is a movable feast and even Benjamin Graham/old-style Buffett needed it to (eventually) show up in their portfolio holdings to generate LT alpha.

[Norm Conley @JAG_Norm]

@jjkaplowitz Congrats from a former SWO!

[Norm Conley @JAG_Norm]

@ContrarianCurse IMO many ppl conflate momentum with tech/high growth stocks. Momentum is a movable feast and the challenge is to stay on right side of the table.

[Norm Conley @JAG_Norm]

@TMTLongShort I’m very close to an AI maxi but think the actual human who can sell in person (I.e. super high EQ, facilitates IRL interactions/experiences, etc) will be more and more valuable

[Norm Conley @JAG_Norm]

@bennpeifert @zephyr_z9 Career LO but your candor and self-awareness are refreshing (and a bit rare in broader industry IMO). Good luck, onward and upward!

[Norm Conley @JAG_Norm]

@SMB_Attorney This is really beautiful. Thank you for sharing this testament to what really matters, the joy and terror of fatherhood, and the centrality of family.

[Norm Conley @JAG_Norm]

@BullandBaird DC is awesome. Love Sister Bay, Ephraim, Egg Harbor, Fish Creek, and Ellison Bay has a really great restaurant now.

[Norm Conley @JAG_Norm]

@lukepierceops ASSESSMENT

[Luke Pierce @lukepierceops]

A private equity firm came to us last quarter convinced they needed a custom AI build.

We ran our standard audit first. Seven phases across three weeks.

By the end, time spent on one of their core processes was on track to drop around 70%. And half of what they thought they needed didn't need to be built at all.

That's usually how it goes. The audit is the part nobody wants to do because it's slow and unsexy. It's also the part that decides whether everything that comes after is worth a damn.

I packaged the entire process into a self-serve SOP. Same framework we use across our engagements, written so an internal ops lead can run it themselves.

What's inside:

→ The 7-phase audit framework
→ Stakeholder interview script
→ Process shadowing playbook
→ Current state mapping templates
→ Opportunity scoring matrix
→ ROI modeling and future state design
→ Audit document structure for leadership
→ 10 mistakes that tank internal audits

Like + RT + Comment "ASSESSMENT" and I'll DM it to you. Make sure you're following me so I can DM.

[Norm Conley @JAG_Norm]

@F_Compounders rick guerin

[Norm Conley @JAG_Norm]

@AIandTechh87 MASTER

[Norm Conley @JAG_Norm]

@itmagiber 4.6

[Norm Conley @JAG_Norm]

@lukepierceops BLUEPRINT

[Norm Conley @JAG_Norm]

@Heyrohanislam Claude

[Norm Conley @JAG_Norm]

@itsolelehmann COWORK

[Norm Conley @JAG_Norm]

@marketplunger1 As a 30+ year industry veteran, I’m in absolute awe of Druck

[Norm Conley @JAG_Norm]

@ContrarianCurse I’m 25% Cuban. Don’t forget potential shift in Cuba

[Norm Conley @JAG_Norm]

@markcecchini 100%. Shiny Object Syndrome is a huge deal amongst HNW/UNHW crowd. And institutions are far from immune.

[Norm Conley @JAG_Norm]

@qcapital2020 Lloyd is sooo right IMO

[Norm Conley @JAG_Norm]

@atelicinvest 90% US, $1bln + mkt cap across a couple strategies. No feel for how Claude would do with micro caps or non-US traded stuff