Professional Services Perspectives

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Why Your Pitch Deck Fails

The pitch deck’s role is to spark interest and build confidence—not to close the deal outright. Leave space for curiosity.

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Keynote: Breaking Down the Barriers to Investing in Alternative Investments (CAIS)

Blue Vault research subscribers can watch CAIS’s Blue Vault Bowman Alts Week 2022 keynote presentation, featuring Diana Britton (Managing Editor, Wealth Management), Brendan Ciddihy (Chief Operating Officer, CAIS), Justin Fay (Director, Global Strategy and Product Management, BNY Mellon | Pershing), and Joe Raieta (Partner, Managing Director, Snowden Lane Partners).

Marketing Intent: How to Market to a Goldfish

Blue Vault research subscribers can watch Marketing Intent’s Blue Vault Bowman Alts Week 2022 presentation, featuring Cherie Fournier (Principal) and Alise Lucero (Account Manager).

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