Client Dinner, Help Grok Trump-Hillary, Stranger than Fiction


Client invited me to dinner last week.  ‘David.  I cannot pay you per hour to go out and discuss politics, but if you are OK with that, would so much appreciate it, if you would be willing to educate me, on Trump versus Hillary.  I am so perplexed.  And know you are most adroit at all this and can help educate me’.

Not to mention, that I am the rarest liberal who is willing to admit that there are definitely thing I very much appreciate about Trump, and similarly Clinton, and will out and out not vote for either, so WAY more than impartial.

They took pages of notes, over a three+ hour dinner facing the ocean, and it worked out real well.  Discussed the Vince Foster suicide, Hillary’s reputed trading $1,000 to $100,000, impeachment, Travelgate, Monica Lewinsky and Linda Tripp, Julian Assange and Wikileaks, Edward Snowden, scrubbing servers and FBI request for evidence, Trump negotiations to buy the Plaza Hotel, the role of inequality, his bankruptcies, meanness and reputed prejudice and misogyny, his great kids, faux paus after Brexit in Scotland saying how great his golf course was, Gennifer Flowers, and much more.  Who needs reality shows.  We have the election.

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Posted in Accessment, Advisory, Clients, Engagement, Roles, Special Roles, Testimonials

CRM After the Flood!


Sometimes we have a client which is not our largest, but for which we do our very best and with passion. I Have been working with the general manager of TGC since February, in a much coveted referral. From another treasured client.

Might as well be family given the deep tradition, doing back to K having worked for what is reputed to have been THE greatest coach in the last thirty years, might as well be Babe Ruth or Michael Jordan or Wayne Gretzky. Told the President M, ‘Let me show you what I can do. I am NOT learning how to do this. I know exactly what to do’. And so it was.

We are now in our ninth engagement since then, and keep winning the next commitment or retainer. Yet with a $1M business and plans to tear down a facility and build a new one for six, promising to have 600 visitors per day–ambitious to say the least, NOT having any electronic audiance was a clear invitation for me to step in and build it.

Dare I say, I am MORE proud of the 1,000 visitors we got in the first three months, than the 170,000 views P got in the last year, two major efforts I have been central two.

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Posted in Accessment, Advisory, Analytics, Approach, Capabilities, Clients, Communications, Controls, Creative, CRM, Customers, Data, Effectiveness, Establishing, Long Term Project, Mapping, Marketing, Organizational Development, Outreach, Process, Project Managment, Sales, Tools

Viral Video

Major long term client, finally had a viral video, which went to 400k views on YouTube. Long story. Last week, guided them through a careful edit and vetting process of response to the Washington Post, which was very unfair in how they handled this issue. Yet the exaggeration and hyperbole, in fact, actually helped the video go world wide. Interesting times. Most of the six or seven who vetted their note, were Phd’s or scientific world leaders. His other key context, ‘A’ and I, were the two he trusts the most, and helped keep him out of harms way. Rebuttal has taken near two weeks, and set to print in next few days.

Site traffic went from 80k in nine months, to 143k in ten months, videos went from 163k in September, to now 827,000 views similarly. Major advisory in each and every step. We are a great team. Talk on Skype or Facetime, several times per week and promises to continue. Held low rate, gave them in September, out of service.

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Posted in Advisory

Pre-Brexit Stress, Advisory

Was engaged by client, to do an analysis of a $1.4 portfolio with $400k in stock, custodied at a ‘big-wirehouse’. Helped determine stop loses for major of positions. Very complex. Before Brexit we were happy campers, and after recent stock ‘melt-up’ in late June, most of July, glad we did not sell it all. But you cannot finish a job unless engaged, and was not able to get last of it all sold off, which I would certainly have done by now. Life is not perfect. Sell too early, too late, whatever. My experience is having bought and sold $300M in stock, so not quite a beginner. Cannot begin to tell you here, just give sense of activity.

The Yen ‘carry trade’ is driving it all now, and enough is enough. Trees to do not grow to the moon. Vix is at 12.02 and will not stay there. Steppest term structure in years, presages horror shown of stock collapse awaiting all. Not my time or place to explicate. Be warned. That is all.

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Posted in Accessment, Advisory, Financial

Portfolio Management


Was hired by A in mid July, to teach them sophisticated investment practices. Cognoscenti out there know sophisticated is not a subjective term, but a formal NASD or NYSE term legal in nature.

With a great emphasis on major ETF’s, exchange traded funds, attempted to teach this very smart, very nice person as much as I knew, from how to model risk of major markets, to the relationship of bonds to stocks, the dollar to commodities, that is to say ‘intermarket analysis, and as much progress as we made, they decided in the end they they ‘would never’, accessed that they would never be able to do this at THAT level, not without a lot of labor anyway. Would be like me trying to learn Arabic or Sanskrit, when I never quite finished reading and writing Japanese, as many words as I know!

So they asked to hire me, to help direct a small to medium sized portfolio. As said to my Doctor of many years, as I was bending over durring a full physical, ‘Doctor Schore! Sorry you have to look at this!’ I am in very good condition and clean, but it is what it is. His classic response: ‘This is NOTHING. You should see what I have to look at, at The VA!’ Where he was two or three times per week for many years.

Similarly here. This is nothing. And mean it in a good way. An average person might break to have to figure out or decide what to buy or sell, but I bought and sold 200M or more in my former career. And the average account was about 350k. My minimum latter became half a million.

So when A said, ‘I would be glad to pay you 1.25 or 1.5%, was it, instead of 1%, I said no, lets learn to work together, and would rather UNDER CHARGE YOU THANK OVER CHARGE YOU. But as mythographyer Joseph Campbell said of great Indologist Heinrich Zimmer, when he inexplicably gave copious and great lectures at Columbia University, to a large and empty lecture hall, which should have been filed’but instead had JUST four persons, so here.

I manage this, as though it was five million and is for me a mission in redemption. Want to hire a top performer? Someone with something to prove for the love of it. True.

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Posted in Advisory, Financial, Markets, Trading

Advisory on Social Media

Advised attorney, with 39 years of experience in his legal segment, as to his social media, which was already in place. Advised to create a webpage, NOT to hack the old one down, but to provide a place to launch their ample expression to, to a less formal place, and thus get their name out at Facebook and Google+, raise status in search outside oversize enterprise site, not fitting individuality, and personal uniqueness of said Professional. Arranged test interview, and prepared rough bounce, still awaiting client go ahead for production. Not a criticism. I can lead. I can follow. Two chefs cannot cook a major meal. I get along with most of my clients, but not all of us are meant to work together. I offered to return ALL the last retainer, said, “I want you to be happy”, re-established basis trust. Still hold funds, asked to hold off.

Said, ‘for me, its not a money issue, I win if I give you the money back, then I am not responsible’. ‘And if I get to help you more, I win. I know I can help but must be allowed’. Life is not joke. It is like we are ALL under attack. Not them. Not me. All of us. Following Nice, Turkey coupe, Munich, police shootings in Minnesota and Dallas, was it. I care so much.

‘Help others. Then the world will beat a path to your door’. It is true.

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Posted in Advisory, Clients, Communications, Media
About David
David Korn Special Projects has over twenty years experience in the creation, planning, operation, delivery, and refinement of the complete life cycle of complex and demanding projects. These can involve people, results, or process. Projects can be for events, business planning, financial analysis, construction, litigation, or investment.
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