Fwd: Deck

[Anna Garófano Nogueras]

Team, we just received this e-mail from Ryan. Melissa could you please send me the deck asap? We should rehearse this way tonight. Hopefully this will be the last change of plans. Thanks! 

Anna 

---------- Forwarded message ----------
From: Sullivan, Ryan <ryan.s...@credit-suisse.com>
Date: 2013/5/7
Subject: Deck
To: mario...@gmail.com, annaga...@gmail.com

Guys,

 

Can I please have your final deck? Barbara wants you to pitch it to us the same way you would pitch a client, so we’re going to be a bit more intimate. A “committee” will sit on one side of the table and you will sit on the other. There won’t be a projector. So you’ll have to talk from books, the same way we would when we go to pitch a client. Sorry for the last minute change, but I just do what I’m told around here!

 

Please send the deck so we can print enough copies and let me know if you will be bringing your own copies.

 

 

Thanks,

 

Ryan Sullivan

CREDIT SUISSE

CREDIT SUISSE | Asset Allocation & Investment Strategy

Eleven Madison Avenue | 10010-3629 New York | United States

Phone +1 212 538 2194

ryan.s...@credit-suisse.com | www.credit-suisse.com

 

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[Joshua Whitcraft]

This is better, in my opinion.  You will be talking with the audience instead of at them.  Throughout each slide, I suggest asking, 

"Are you following [that logic]?"  

"Could you see this trend continuing?"

"Any questions?"

Be prepared though for outrageous questions.  It's OK to not know the answer to every question immediately.  One, you have the team for help.  Two, take time, think, say what you do know, and then you can always flip it back to them, i.e. "What do you think would happen?"

Downsides of this format is that the presentation will take longer and the audience will likely flip the deck before we even start.  They may ask questions about a topic we will discuss later in the presentation.  In my opinion, we say "We will get there" instead of having different people jump in.  There is a story to our deck.  However, if the question is quick and pertinent than, yes, answer. 

Hope that helps. 

Joshua Whitcraft

Columbia University, MBA, MIA

646.267.8150

[Melissa Amler]

I'm at work but will send on my lunch break in an hour. Is that ok? 

Sent from my iPhone

On May 7, 2013, at 11:07 AM, Anna Garófano Nogueras <annaga...@gmail.com> wrote:

[Adam Quinton]

Thanks Josh

Good advice.

Also I think this ask is a pretty unfair in the sense that you are not investment professionals and were not asked (until just now) to deliver this as an intimate client presentation. By tthe client is sort of always right so you need to go with it. However I will aim to make a point at the start of saying you are students not finance professionals etc etc. it lower expectations then hopefully you can over deliver. 

What their format request does emphasize however is that this is not just delivery of facts but clearly an exercise in persuasion - so to the points I made last night aim for anergy and passion and to make each slide make a point which support the thesis.

Adam

--

Adam Quinton 

aandaq...@gmail.com

+1-203-219-5215

Linkedin

[Evan Collins]

I'd also recommend trying to internalize as much as possible for your portion for those presenting, or print out your own copy of the presentation and make notes for your section on the actual presentation as notecards or separate notes would look a little odd.

[Ryan Hakim]

Hey guys, here are my (manipulated) slides - I think it looks similar enough to prove the point. Melissa can you please plug them into the master that we're sending Ryan. 

Cheers,

Ryan

--

Ryan Hakim | MPA International Finance and Economic Policy
Columbia University | New York, NY 10027

Mobile +1 917 621 6562 | Email ryan....@em-economics.com

www.em-economics.com | Facebook | Twitter

 

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