Webinar

Understanding Investor Tendencies: Making the Right Pitch at the Right Time

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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.

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