Dynamic, multi-dimensional interactive workshops 

in the worlds of institutional real estate, private equity & infrastructure

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Designed to elevate presentation & communication skills

for those who participate in getting the meeting and / or conducting meetings related to 

successfully Raising Capital

Professionals in these roles have participated in our capital raising workshops (in alphabetical order):

• Acquisitions Manager

• Asset Manager

• Associate

• Capital Formation

• Chief Investment Officer

• Fund Manager

• Head of Investments

• Investor Relations

• Marketing

• ESG Professional

• Partner / Principals

• Placement Agents

• Portfolio Manager

• Research team members

Meeting with various audiences such as:

…pension funds

…endowments & foundations

…sovereign wealth funds

…fund of funds

…high net-worth individuals

…family offices

…registered investment advisors (RIAs)

…consultants

…due diligence team

…potential investors’ investment committee

Various ways you meet with / present to your ‘audiences’ – 

Value-Add Coaching for

Investment Managers

• Highly interactive Behavioral Presentation Coaching workshops for capital raising teams

• Customized programs focused on both individual and team presentation dynamics

• Powerful team-building experience

Participants receive on-site training and tools for

continual self-development

Capital Raising Coaching & Roadshow Prep

Meeting with and presenting to your existing and potential investors (and their consultants) requires more preparation, practice and sensitivity than ever before. 

Our unique, engaging & interactive coaching workshop – founded on more than three decades of experience in the investment world – raises the level of presentation / communication skills for both well-established and emerging managers.

• Be more impactful and effective when pitching to current and potential institutional investors

• Present your firm’s story, track record and investment opportunity with confidence in a compelling manner

• Know your audience and tailor content when meeting with pension funds, endowments, foundations, Sovereign Wealth Funds, Fund of Funds, Family Offices and consultants

• Participate in role-play meetings with ‘The Liz & Steve Foundation’ 

• Receive strategic recommendations & coaching throughout workshop

• Take away tips and tools for conducting successful in-person, phone and virtual meetings via multiple simulations and role-plays  

Supplemental services offered:

• • Individual coaching alongside group workshop

  • Pitchbook and marketing material advisory services

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Testimonials from some of our

Capital-Raising Coaching & Roadshow Prep Clients

• • “We will not launch a new fund without first bringing Liz and Steve in to work with the team”

  • “Great training for anyone who is client-facing”

  • “We engaged Steve Felix and Elizabeth Weiner to help us prepare for our upcoming business development roadshow. They worked us hard, and we got results. Liz and Steve have a unique style and incorporate an effective combination of formal coaching and creative (and actually enjoyable) exercises”

  • “Improves self-awareness, opens communication between team members, improves material”

  • “Valuable on multiple levels.  We learned individually and as a group. We are now better prepared to go live with our pitch”

  • “Great opportunity to be coached by outside experts.”

  • “Good session, right amount of time and format, valuable for entire group”

  • “You can add a tremendous amount of value for any organization looking to improve their client facing activities”

  • “…Direct feedback in a safe setting”