Presentation Skills for Fund Managers
Presentation Skills for Fund Managers
Sometimes, the hardest part of being a fund manager isn’t generating returns; it’s convincing potential investors that your product is the right one for their portfolio. The most successful fund managers recognize the correlation between assets under management and effective communication skills. Done correctly, even low-key meetings over coffee or lunch can generate millions of dollars in investments.
Being able to confidently present your vision to potential investors can evoke increased interest, trust and a willingness to stay invested throughout market volatility.
This specialised, half-day session is conducted by former CNBC Asia Squawk Box Co-Host, Lisa Oake. It will provide each trainee with an invaluable framework for navigating everything from one-on-one meetings to broadcast interviews.
Potential areas of focus include:
Communicating your expertise and value proposition to potential investors.
Differentiating your strategy from competitors.
Refining product pitches for individual investors, institutions and family offices.
Framing complex investment products and strategies as engaging stories.
Clearly communicating potential return on investment, risk and exit strategies.
Answering difficult questions (e.g., Fees, ESG, AI, Compliance) with grace, clarity and confidence.
Eliminating distracting physical or verbal patterns.
How to conduct a television interview or speak on an industry panel.
Looking professional and polished during virtual client calls.
Our Valued
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Other Services
Media Training
Our sessions are fast, practical, effective and tailored to meet your team’s specific training needs.
Presentation Skills
Learn how to tell your professional story with confidence and charisma.
Presentation Skills for Fund Managers
Use story-telling to showcase your investment skills and vision to potential investors.
Crisis Communications
Control the narrative during a crisis by developing and implementing a company communications plan for unexpected events.
Training for Broadcast Journalists
Quickly improve your performance on-camera with online or on-site coaching.
Industry Panels
Learn how to moderate discussions at industry events and how to be an effective speaker on a panel.
Moderating and Emcee Services
Former CNBC Squawk Box presenter Lisa Oake is available to host or moderate industry events across Asia and the Middle East.