Understanding Investor Tendencies: Making the Right Pitch at the Right Time
Don't pitch a value stock to a growth investor! Pitch the right security by understanding an investor's tendencies and the potential gaps in their portfolio. Identify potential prospects for a security who hold a competitor.
It will be appropriate for:
- Sales
- Investor Relations
Speakers
Adam Lynne, CFA
Product Manager for Style Analysis
Bloomberg
Adam has worked at Bloomberg LP since 2012 and has been a Product Manager since 2019. Prior to joining the Product department, Adam worked with buyside customers focused on equity and fund investments, portfolio construction, risk analysis, as a buyside workflow specialist.