Presentation Skills for Investment Professionals

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Career Management Webcasts and Podcasts

Source: CFA Institute

47:00, video webcast, recorded on 24 September 2010
Posted on 25 October 2010

Dave Underhill is president of Underhill Training and Development, Inc. Since founding Underhill Training and Development in 1993, Mr. Underhill has helped more than 10,000 people deliver clear, concise, and compelling presentations. Clients include Microsoft, Intel, Sharp, U.S. Bank, Bank of America, Mazama Capital Management, Laird Norton Tyee, Jensen Investment Management, Hewlett Packard, United Way, and Fred Hutchinson Cancer Research Center. He also coaches startup CEOs on their investor presentations. Mr. Underhill has presented internationally to CFA Institute societies as well as at the Society Leadership Development Conference in Washington, D.C. His speeches and workshops are highly interactive and targeted to the challenges faced by investment professionals. Mr. Underhill has a BS from Oregon State University and an MBA in finance and marketing from the University of Washington.

This information is accurate as of the date of recording.



Today, investment professionals are constantly challenged to differentiate themselves and their company from the competition. This is important in any situation, from job interviews to sales calls and client meetings. One way to address this challenge is by delivering clear, concise, and compelling presentations. In this session, you will gain insights on how to focus on what’s important to your audience, create a clear message, and engage people in your presentation. You’ll walk away with new ideas and tools you can use right away!

This is an archived recording of a live event that took place on 24 September 2010 at the CFA Institute Society Leadership Conference.

Please note that text may be difficult to read in this recording. The presentation slides are available for download in the video player.
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