Investor Conference Prep

  • Your investors want to hear what’s going on with their investments and your firm. They want to be assured about your continued fiduciary alignment of interest.

  • Focus on how to convey current market conditions, your firms’ portfolio / property status and future plans.

  • Learn how to present powerful takeaways with confidence, transparency and engagement.

Value-Add Coaching for Investment Managers

  • Highly interactive Behavioral Presentation Coaching workshops for those presenting at the Annual Investor Conference

  • Customized programs focused on both individual and panel presentation dynamics

  • Powerful team-building experience 

During our Investor Conference Prep Coaching,

participants will:

 

    • Improve stage presence of presenters, moderators & panelists

    • Receive strategic coaching on both verbal and non-verbal presentation traits

    • Identify & avoid distractions – for themselves as well as the audience 

    • Be transparent talking about “What’s going well?” and “What’s not going as well?”

    • Incorporate smooth flow, speaker transitions & “passing the baton” 

    • Showcase depth & diversity of your team

    • Anticipate investor questions and prepare team with answers 

    • Manage agenda and presenters – assuring event runs on time 

Supplemental services offered:

    • Review of prior year’s event recordings – with our written recommendations 

    • On-site ‘dry run’ coaching before the event – content, flow, logistics & timing

    • Individual presentation coaching

Participants receive on-site training

and tools for continual self-development

*

Testimonials

  • “We have certainly been able to take a good deal away – and I say improved overall quite a bit!”

  • “Your work is evident” 

  • “Improvement was visible”

  • “More conversational”

  •  “…there was clear improvement over years past”

  • “Practice and feedback are great ways to improve your ability as a presenter and this seminar focuses it into a concise package, yet leaves you with tools and tips to take into your own practice”

  • “Our presentations were crisp and on time”

  • “…the training was useful, improvements come with practice. I would be ready to do it again and would start the process earlier”

  • “People were well-prepared and presentations were shorter and to the point”

  • “It came across as more cohesive”

  • “We are getting better and better”

Liz and Steve are considered

“The Presentation Coaches of Choice”