CRITICAL PITCHES AND PRESENTATIONS
INVESTMENT COMMITTEE MEETINGS
Investment committee meetings present two consistent challenges.
First, staff across levels are required to deliver analysis, opinion and insight to highly seasoned seniors. Secondly, time is always short. IC presentation is a vital discipline to be mastered in order to progress.
Firms will have their own ‘house style’ for these pivotal meetings, but confidence, clarity and structure are always at a premium. Of equal importance are balanced advocacy, effective Q&A, and the subsequent discussion.
For more information please contact us at sales@templaradvisors.com or send an enquiry >
Latest Insights
BREAKING NEWS: Humour Declared Officially Dangerous for Speechwriters; Experts Advise Caution. 86.5% Jokes Have a Negative Impact.
1st April 2025 — The International Bureau of Speechwriting (IBS) has issued an urgent warning to all public speakers: the use of humour in speeches may be more hazardous than previously thought. The IBS asserts that it can be difficult to digest. According to the...
Understanding the Authority Gap and Its Implications for the Workplace
Mary Ann Sieghart’s The Authority Gap examines the pervasive bias against women in professional settings and explores how gender influences perceptions of authority, competence, and credibility. The book is a well-researched call to action, addressing the structural...
Creating a Business Development Culture in Professional Services
Professional Services and Private Client businesses often struggle to reconcile their dual goals of delivering exceptional client solutions / advice while at the same time driving a robust culture of business development. For many accountants, wealth managers, and...