Five Lessons Learned

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Five Lessons Learned
The Basics of a Successful Coalition
Finding and UtilizingResources for
InvestorEducation Programmes 2009 IFIE/IOSCO
International InvestorEducation Conference
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Emphasize Personal Relationships.
Importance of personal relationships cannot be
overstated. Contractual relationships aside,
successful coalitions are founded on strong
one-to-one personal relationships. Reports and
meetings may be the bricks, but personal
relationships are the mortar that holds the
structure together.
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Two-Way Street.
Make sure that any alliance you forge is a
two-way street, both in terms of mutual trust
and give-and-take. Each participant can always
learn from another. Successful coalitions must
be a two-way street of reciprocal respect equal
responsibility, equal power and equal status,
with no one partner dominant.
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Have Patience.
Have patience quality alliances take a long
time to mature. There is a corollary to patience
Realism.
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Be Flexible.
Be flexible respond to opportunities. Overcomin
g traditional obstacles to cooperation requires,
after all, a willingness to experiment. In
promoting improved interaction there is no place
for rigid structures or fixed ideas.
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Think Big.
Think big after all, the purpose of a coalition
is to accomplish something that no one entity
could accomplish alone. Individuals such as
yourselves facilitate the cross-fertilization of
different perspectives that can produce a new
standard of excellence in investor education.
Our shared objectives must be given plenty of
room to expand.
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Five Lessons Learned The Basics of a Successful
Coalition

• Emphasize personal relationships.
• Make sure any alliance you form
• is a two-way street.
• Have patience.
• Be flexible.
• Think big.