Virtual Lunch and Learn with Fortuna Advisors


Strategic Resource Allocation

Greg Milano

Greg Milano
Founder and CEO
Fortuna Advisors


Webinar Details

Date and Time:

Wednesday, December 15, 2021 from 1:00 p.m. EST


One Hour

This webinar is open to members and non-members. For members, complimentary registration is a benefit of PAFP membership. For non-members, there is a $35.00 registration fee.


Session Description

Learn how erroneous objectives, a lack of focus and decision paralysis can stand in the way of effective Strategic Resource Allocation (SRA), which includes the allocation of capital, marketing and R&D. Resources should be targeted where the economics are best and where the company has adequate differentiation, but all too often they are simply smeared across the company. Sometimes the biggest business, products or brands don’t create as much value and yet they often attract the majority of the resources. Effective Strategic Resource Allocation assists management in knowing both where they can grow and where they should grow, and will tilt the investment rates to focus more capital, R&D and marketing resources where they can do the most good. Faster growth, greater profitability, higher multiples and superior TSRs (total shareholder returns) are the reward for companies that excel in Strategic Resource Allocation.


Speaker Bio

Greg is the Founder & CEO of Fortuna Advisors. He has over 25 years of experience in value-based management as Partner of Stern Stewart & Co., Managing Director and Co-Head of the Strategic Finance Group at Credit Suisse, and Founder and CEO of Fortuna Advisors. He is a recognized industry leader in financial performance measurement and valuation, capital allocation and incentive compensation. He is the author of Curing Corporate Short-Termism: Future Growth vs. Current Earnings, and his work is regularly published in The Journal of Applied Corporate Finance, CFO Magazine, Fortune, and The Wall Street Journal, amongst others. He earned an MBA from NYU Stern School of Business and a BS in Mechanical Engineering from Rensselaer Polytechnic Institute.