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TITLE: CREATE YOUR STORY TO MANAGE MARKET COMPLEXITY
SUBTITLE: STORYTELLING FOR INVESTMENT PROFESSIONALS WITH ADVANCED GOAL SETTING
LECTURER: Mag. Dr. Matthias Strolz
DURATION: 2 x 3h
DATES: November 17 & 20, 2020
FORMAT: Online
Stories eat numbers for breakfast.
This ageing knowledge acts as a double-edged sword for professional investors.
How do we get empowered through that?
  • What is a/your story?
  • How does your story connect with your mission and purpose?
  • Principles und Success Factors of Storytelling
  • Methodology of Framing & Story Implementation
  • Best Practices on how to convert evidence into a narrating investment hypothesis

Best Practices on how to convert evidence into a narrating investment hypothesis

TAILOR-MADE IMPLEMENTATION OF YOUR OWN CASE

  • Case Studies & Feedback-Session
  • Participants will introduce their own cases and optimize their approaches by exploring expert’s und peers’ feedback.
  • Implementation Planning

Designing tailor-made strategy for gaining internal support for conveying your story and implementing it in the management framework.

COURSE DETAILS

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.

ABOUT THE SPEAKER

Mag. Dr.  Matthias Strolz

Behavioral Design Specialist / Panthera Solutions Sarl

Matthias Strolz has become known as a successful organizational developer in the for-profit, non-profit and political domains. His work on systemic organizational development is complemented by a deep intrinsic motivation for nurturing talents. His best-selling books on personal development are representing an expression of this motivation.

Matthias Strolz stepped back into business as portfolio entrepreneur in November 2018, after handing over as Founding Chairman of NEOS, a value-based centre movement that he co-founded in 2012 and led into the Austrian Parliament in 2013. From October 2013 to September 2018 Matthias Strolz was Parliamentary Leader of his group. Living in Vienna and father to three daughters he was founder and managing partner to companies in the field of systemic facilitation for twelve years before fully switching to politics. As “gardener of life” he has been engaged in value-based capacity building since early youth. His work is promoting integral and solution-oriented approaches involving methods of systemic co-creation, crowdsourcing and open innovation. Since 2019 he also acts as co-founder for story.one, a story platform building “the library of life”.

COURSE DETAILS
LANGUAGES
English
TARGET GROUPS
• (Multi-) Family Offices
• Wealth Managers
• Private Banks
• Regional Banks
• Trusts
• Finance Director
• Financial Analyst
• Corporate Treasurer
• Management Consultant
• Performance Manager
• Legal & tax advisor
CERTIFICATION
Yes | 6 CPD Credits

HAVE ANY QUESTIONS?

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OUR MISSION IS
TO EMPOWER YOU

Panthera Solutions Sarl
5, Avenue Saint Laurent | MC 98000 | Monaco | info@panthera.mc | Company ID / 18S07917

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