Speaking | Investment Banking, Research, Due Diligence, Operating Executives, and Recruiting for Private Equity and Venture Capital Funds

We specialize in presentations on deal origination, elicitation (interviewing techniques) and social media technologies. We have spoken before over 3,000 investors and executives to rave reviews. Following are slides from some recent events. Every presentation is customized to the interests of your audience.

Presentations for Institutional Investors

Where Are the Deals?!: Best Practices of Private Equity, Hedge, and Venture Capital Funds in Originating Investment Opportunities.
How to use online networks, blogs, and other social media technologies to systematically grow your intermediary and CEO network. How to search for companies with motivated sellers which fit your investing criteria. How to become a magnet for potential investments. Based on the first-ever research study on deal origination best practices.
Straight from the Horse’s Mouth: How to Elicit Maximum Information in Minimum Time from Management and Industry Sources.
For the due diligence process: How can you learn the most from management and from industry experts? What questions should you ask? What are the killer phrases NOT to say? Based on the best practices of intelligence professionals, psychologists, and journalists in gathering information.
It’s the People: Improving Private Equity Portfolio Company Valuations by Working with Operating Executives.
How to build a pool of senior executive talent around your investment fund, whom you can tap as board members, interim executives, full-time executives, deal sources, or for other purposes. Discusses expert networks, interim executives, senior advisor networks, executives/entrepreneurs in residence, and deal executives. Based on David Teten’s experience growing Evalueserve Circle of Experts.
Shaking the Money Tree: How to Raise Money for your Fund or your Company with Social Media.
How to target potential investors in online networks and on the internet in general. Case studies of institutional investor bloggers. How to prepare for Internet due diligence. Create stealth buzz online: Market without marketing. Based on the book, The Virtual Handshake: Opening Doors and Closing Deals Online.
Web 3.0: What’s Next Online?. Discusses the semantic web, 3-D Web, web-enabled space, and other trends that are coming faster than most people realize.

Presentations for Executives, Investment Bankers, Private Bankers, Salespeople, and Entrepreneurs

The Virtual Handshake: Opening Doors and Winning New Clients Online.
Social media is not just a tool for socializing; it is an exceptionally powerful set of tools for growing your sales. Discusses how businesses are using relationship capital management software, virtual communities, blogs, social network sites, biography analysis software, and other social media tools.
How Executives Can Work with Private Equity and Venture Capital Portfolio Companies
Focus on how you can win board memberships or full-time executive roles with the portfolio companies of private equity and venture capital firms. Learn how to earn significant extra income as a member of an expert network, without distracting from your current job. Discusses how institutional investors typically engage with outside executives: through executive recruiters, expert networks, senior advisor networks, research firms, etc.
Your Life is Online…Now What?
More and more of your personal and business activities leave a digital trail. How can you take advantage of this phenomenon? How do you protect your privacy?
Optimizing Career Planning. Focused on understanding what your customer (employer) is buying before you start selling.

Presentations for Law Firms

Presentations for MBAs and Undergraduates

How to Squeeze Maximum Value from Your Time in Business School.
Covers career planning, time optimization, and selective short-term learning programs and scholarships. Based on interviews with over 50 Harvard MBAs. Available as a white paper on request.
How to Write a Business School Application (or Resume).
Based on reviews and career guidance delivered to over 100 Harvard MBAs.