The Life of a Consultant
UPDATE: I received a nice email from Mr. Harvey, in which he politely asked me to remove cleint information, etc. I have agreed to do so for two reasons: 1. While this has been fun for a few days, I don't want to actually hurt his career or anything. 2. His email was very nice and respectful. It is extraordinarily rare on the interent that someone in his position would have sent a polite email. Had he sent the nasty one that I expected, I would not be blanking out the various info that appears as XXXX's below.
FWIW, his calander is no longer public.
Want to know what the life of an institutional consultant is like?
Meet Ryan Harvey. Harvey is a consultant at RV Kuhns. Harvey also
is perhaps the first person on the Internet to gain notoriety for
leaving his Google Calender public. (Search for Ryan Harvey in your
google calendar public search tool. I found him by searching on
XXXX). Let's see what the life of a Consultant is really like:
Ryan is a pretty structured guy. He pays his mortgage on the first of
the month, takes out the trash at 7pm every Tuesday, and watches
Frontline Tuesday nights at 11pm.
I am not sure how much money he makes, but he lives rather modestly.
His property tax is due on the 15th, and it is only for $736.65.
Today he had an interview with XXXXXX (Mr. Harvey says that I am mistaken, he interviewed XXXXXX, not the other way around) . I hope it went well - as
it was all day long, I wonder if his boss knows.
The typical life of a consultant consists primarily of three things:
1. Client Interface
2. Interviewing Money Managers, and
3. Client Report Construction
Ryan does a lot of Client Interface. Tomorrow he is going to State of XXXXXXX
to visit PERA, which I presume is the Public Employees
Retirement Account, or something like that.
On Wednesday he is back in Portland for the XXXXXXX.
On Thursday he has a client meeting with XXXXXX, and also with
the XXXXX Employee's Retirement Board. They have an interesting
allocation according to the details of the appointment.
XXXXXXX - Large Cap Growth
XXXXXX - Small Cap Growth
XXXXXXX - Large Cap Value
XXXXXXX - Mid Cap Value
What, no small cap value? My guess is that Employee's Retirment Board has missed out
over the last few years without any small value. I'm sure however
that Ryan will be able to put a positive spin on this.
Hmm... on Friday he has the XXXXXX, and a client named
"XXXXX". Ryan sure is busy.
Ryan has a slow weekend. Most consultants do. We don't work weekends
like I-bankers do. All Ryan has scheduled for this weekend (as he
does every Sunday) is to listen to a radio show that I have never
heard of called "This American Life"
Anyway, I don't need to bore you with more of his client meetings, as
they are all on the web to see.
It looks like Ryan doesn't do much Report Construction. There are AC
(Which I assume means associate consultant) meetings all the time, and
Ryan sometimes interviews the AC's, so I guess he is above them. Ryan
wouldn't have much time to do the reports with all of his client
meetings. Personally, I like to do my own reporting as much as
possible because it gives me an overall better feel for the reports
when I deliver them.
Ryan does also visit with money managers. On the 9th he is meeting
with the XXXX Asset Allocation Guru, the Private Equity Guy and the
Transition Management Guy, and on the 10th he is meeting with XXXX
Investment management.
Anyway, if you want to know what the life of a consultant is like, I
suggest checking in ASAP, and thanks, Ryan, for letting the public see
and understand the life of a consultant.
Here are some screenshots (I have taken one out):

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