About the Course
Stories eat numbers for breakfast. This age-old knowledge acts as a double-edged sword for professional investors.
How can we get empowered through that knowledge? Connecting pieces of evidence to an investment hypothesis creates a narrative. How can we bring the evidence into a narrative 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? Join this sprint for a refreshingly new perspective on advancing the quality of your investment hypotheses.
Course Snapshot
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Intermediate level
Ideal for all investment professionals.
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Gain technical skills
Understand how to form a narrative based on evidence that supports your investment hypothesis.
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Certificate of completion
Upon completion of the course you will receive a certificate of completion.
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Online instructor led training
Live training delivered online in boot-camp style, hands-on learning.
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3 hours to complete
One 3-hour long small group session delivered by Dr. Matthias Strolz, from Panthera Solutions.
Meet the instructor
Matthias Strolz returned to 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”.
What You'll Learn
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What is a/your story?
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How does your story connect with your mission and purpose?
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Principles and success factors of storytelling
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Methodology of framing and story implementation
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Apply best practices on how to convert evidence into a narrating investment hypothesis
Session | Date | Time |
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Session 1 | 30 Jun 2022 | 10:00 AM CET (GMT +2) 4:00 PM HKT (GMT +8) |
Session 2 | 30 Jun 2022 | 10:00 AM EST (GMT -4) 4:00 PM CET (GMT +2) |
Session 1
Member Enrollment Fee
EUR 249Non-Member Enrollment Fee
EUR 279Session 2
Member Enrollment Fee
EUR 249Non-Member Enrollment Fee
EUR 279For information about the relationship between CFA Institute and Panthera Solutions SARL, please visit our Terms and Conditions page.