Strategically, ensure the outline/presentation includes these components below (not necessarily in this order), which make up our ADViCE™ framework (for examples of each see QRC, Utilize ADViCE™ Framework to Maximize Message Delivery Impact):.To meet the needs of portfolio managers, equity research presentations should contain specific elements on both a strategic and tactical level.The audience will ask questions if they need background. This philosophy can cut a 30-minute presentation down to 3 minutes. Remember the presentation isn’t to show how much you know, but rather to provide the audience the insights they need to make an investment decision.To ensure your presentation is clear, thorough and concise, create an outline first (you may want to use PowerPoint’s “outline” view found on the “View” ribbon to make it seamless in building your presentation).I’m not suggesting analysts should spend days preparing for each stock pitch, but it should involve thoughtful preparation Content To help break down these best practices, I’ve summarized them under 1) Content, 2) Slides and 3) Delivery. I’m not suggesting analysts should spend days preparing for each stock pitch, but it should involve thoughtful preparation, even for experienced analysts. Preparing for an 18-minute TED talk can take hours or even days in order to deliver in a way that will resonate with the audience. As much as it might seem like common sense to present an idea to others, it’s actually quite complex…if you want to get it right. Unfortunately, too many equity research analysts assume they’re great presenters, which runs counter to the scores of evaluations I’ve seen and heard over the years from portfolio managers and institutional salespeople.
#DECKSET HELP PRESENTER DISPLAY NOTES NOT SHOWING UP PROFESSIONAL#
If you survey a room of 100 people and ask them to self-evaluate their professional skills, the vast majority will say they are “above average.” This unworkable math has been studied by psychologists who find the human mind is hard-wired to overestimate our abilities, possibly as a survival technique dating back to our caveman days.
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