Goal Setting Workshop

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Hedge Fund Goals

  • Optimize your investment strategy 
  • Strengthen your operational strategy 
  • Never overlook a firm area again

If you are a Portfolio Manager, COO, CFO, VP, or Analyst, or you work in talent development or compliance

Family Office Goals

  • Set goals effectively 
  • Ensure a legacy at a high level 
  • Strategize family dynamics 

If you work for a single family office, multi-family office, or ultra-high net worth families 


Life Goals

  • Get in the driver’s seat of your life 
  • Prioritize wellbeing 
  • Feel great and still crush work 

If you feel overwhelmed, bored, or stagnant in life, career or relationships 


Health Goals

  • Your fast track to wellness 
  • Actually become your best self 
  • Feel energetic and confident 

If you are frustrated and struggle to achieve your health goals year after year 


Career Goals

  • Turn your goals into a reality
  • Uncover the roadblocks to success
  • Finally achieve work/life harmony 

If you are striving for a leadership role in your career, wherever you find yourself currently 


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Meet Your Coach: Rich Bello

Rich is a Hedge Fund Advisor and Coach, as the COO of Blue Ridge Capital, an industry-leading hedge fund that grew to $10 billion in AUM at its peak.

In addition to working with Hedge Funds and Family Offices, Rich speaks to some of the world’s largest financial institutions, including Citibank, UBS, and JPMorgan Chase.

“No matter how big your goals are in 2023, you can crush them! But it won’t happen on its own...you need to make it happen. Arootah will empower you to do just that!”

What People Say about Our Workshops

“Rich clearly put deep thought into this workshop. This thoughtful process makes it easy to apply the principles he is teaching. Practical application is a hallmark of his process and it is clear that Rich’s strategies from years of experience in the industry are being shared in a way that makes them accessible to us all.” 

Chris H

Head of Prime Brokerage, Investment Bank 

“Setting goals and creating plans to achieve them with Rich really inspired me to take advantage of more opportunities than I had realized. Execution is the even harder part and it’s been great to have Rich and his team by my side every step of the way. Thanks!” 

Peter B

Portfolio Manager, Hedge Fund 

“I’m amazed by what I was able to accomplish in a night! I enjoyed both the philosophy behind the topics as well as the practical breakout room workshops with his coaches. The prioritization process was especially valuable. Looking forward to taking this “blueprint” and executing it. Using some of the accountability strategies he taught me as well!” 

Maria D, Chief

Operating Officer, Hedge and Private Equity Fund 

“I really enjoyed and got a lot of practical and useful information from the Master Plan workshop. Especially the Master Plan itself! I was pleasantly surprised at how Rich’s process made it so easy to set so many goals and come up with actions to achieve them in such a short period of time.” 

H Smith

Chief Financial Officer, Family Office