BIB education

Courses

Create Your Story To Manage Market Complexity

  • Panthera Academy

STORYTELLING FOR INVESTMENT PROFESSIONALS
 

 

 

ONLINE-COURSE DESCRIPTION


Stories eat numbers for breakfast.
This ageing knowledge acts as a double-edged sword for professional investors.
How do we get empowered through that?
Connecting pieces of evidence to an investment hypothesis creates a narrative. How to bring the evident substance into a narrating form? Can you create a genuine story that can be plausibly conveyed to colleagues, investors and regulators? Why should we even work on telling an investment story? How to distinguish between leading versus misleading storytelling?


In this course we work with you on integrating validated quantitative and qualitative evidence into a causal sequence that supports an investment hypothesis. Narrating a story based on your sourced evidence makes data, information and knowledge easier to comprehend by your stakeholders. Understanding your investment hypothesis more comprehensively makes it easier for your colleagues to share their critical appraisal with you. It enables your investors to perform plausibility checks on your investment decisions. And it strengthens your compliance-side through “narrative reporting”, an increasingly dominant regulatory requirement. An authentic story is one of the most effective leadership and strategic tools you can use. Make better investment decisions by learning how to utilize it.

SEMINAR DETAILS


LECTURER


Mag. Dr. Matthias Strolz


DURATION


 2 x 3h


LANGUAGES


 English (also available in German)


GROUP SIZE


 Online

LEARNING GOALS

Understand how to form a narrative based on causally integrated evidence that supports your investment hypothesis. Adopt a tool-kit for
implementing storytelling into your investment process.

TARGET GROUPS

  • Regional Banks

  • Private Banks

  • Foundations

  • (Multi-) Family Offices Leader

  • Manager

  • Department (Marketing)

  • Advisor

  • Managment Consultant

 

NOVEMBER 17 & 20, 2020


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