How to Pitch a Trade and Case Study Tips
Date:Â July 24, 2025
Presenters:
Erin Lyons
Co-Head of ÂÒÂ׶ÌÊÓƵ
Winnie Cisar
Global Head of Strategy, ÂÒÂ׶ÌÊÓƵ
Davis Hebert, CFA
Head of Telecom/Media, ÂÒÂ׶ÌÊÓƵ
Todd Duvick, CFA
Head of Autos, ÂÒÂ׶ÌÊÓƵ
Join ÂÒÂ׶ÌÊÓƵ Co-CEO Erin Lyons alongside Winnie Cisar, Davis Hebert, and Todd Duvick for an interactive session focused on the art of pitching trades.
The team will discuss the key elements of making a compelling trade pitch, share insights on how to think like a portfolio manager, and offer practical advice for tackling case studies.
Don’t miss this opportunity to enhance your skills and learn directly from experienced market professionals!
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