Sometimes, the hardest part of being a fund manager isn’t generating returns; it’s convincing potential investors that your product is the right one for their portfolio. The most successful fund managers recognize the correlation between assets under management and effective communication skills. Done correctly, even low-key meetings over coffee or lunch can generate millions of dollars in investments.

Being able to confidently present your vision to potential investors can evoke increased interest, trust and a willingness to stay invested throughout market volatility.

This specialised, half-day session is conducted by former CNBC Asia Squawk Box Co-Host, Lisa Oake. It will provide each trainee with an invaluable framework for navigating everything from one-on-one meetings to broadcast interviews.

Potential areas of focus include:

• Communicating your expertise and value proposition to potential investors.
• Differentiating your strategy from competitors.
• Refining product pitches for individual investors, institutions and family offices.
• Framing complex investment products and strategies as engaging stories.
• Clearly communicating potential return on investment, risk and exit strategies.
• Answering difficult questions (e.g., Fees, ESG, AI, Compliance) with grace, clarity and confidence.
• Eliminating distracting physical or verbal patterns.
• How to conduct a television interview or speak on an industry panel.
• Looking professional and polished during virtual client calls.