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.

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Alienating women could cost financial industry $700bn a year

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Traditional gender stereotypes are being smashed by a generation of women who control more assets than ever before - and yet feel let down by the industry. Charlie Corbett spoke to Lindsey Larrabee, Templar Advisors’ lead for Financial Psychology and Behavioral...

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