ADRIAN = FINANCE + DIGITAL

Are you using the right data visualization?

Pitchbook visualizations, like the data they contain, are nuanced. And what works for one banker may not work for another.

For meetings, better never than late

Five minutes early is on time. On time is late. Late is unacceptable. Why you should apply the "start time rule" to meetings.

WinAdrian CrockettJune 7, 2016telling stories, tips and tricks, the 9-5Comment

Why bankers think they scrub numbers. And why they actually do

Adrian CrockettJune 5, 2016Comment

Pitchbooks: Ideas are cheap, execution isn’t

Strategic ideas are a banker's best asset. But more ideas means more content has to be created. Welcome to the pitchbook paradox.

PitchAdrian CrockettMay 24, 2016fix the pitchbook, what we do, tomorrow's investment bankComment

Combinatorial innovation isn’t just for startups, it's also for pitchbooks

Every new client problem requires combining existing pieces in new ways.

SlantAdrian CrockettMay 5, 2016fintech, innovation, tech as a tool, tomorrow's investment bankComment

Share repurchases: Don’t shoot the executioner

If the treasury team had the ability to predict future share prices, I'm pretty sure they would work somewhere else.

SmartsAdrian CrockettMay 3, 2016share repurchase, discourseComment

But what goes into a pitchbook exactly?

We undertook an audit of over 2,000 pitchbooks to see what goes into them exactly. We found not all pitchbooks are the same, far from it.

PitchAdrian CrockettApril 26, 2016fix the pitchbook, what we doComment

When your analysis doesn’t work

Sometimes the smartest thing you can say is, “The data doesn’t really say anything. We need to look elsewhere for insight.”

ChartsAdrian CrockettApril 19, 2016financial analysis, client advice, share repurchase, word cloudsComment

Why I won’t accept your LinkedIn invitation to connect

How junior bankers should expand their network and the tactic they should avoid.

WinAdrian CrockettApril 12, 2016professional development, be a better banker, discourse, networkingComment

Should investment banking adopt an apprenticeship model?

Instead of throwing money and promotions at new recruits, should banks employ a model of learning?

Explaining mean reversion to clients using a data visualization and a dog

How to explain what you mean when you say, "It look's cheap."

ChartsAdrian CrockettApril 5, 2016client advice, strategy, explaining, mean reversionComment

How much does a pitchbook cost?

An average pitchbook costs about $40,000 to produce. Check out the Pitchbook Calculator to see how much yours cost.

Why a square filled doughnut is actually a waffle

Despite being a commonly used pitchbok visualization, pie charts are frequently misued. Here's why.

ChartsAdrian CrockettMarch 28, 2016fix the pitchbook, be a better banker, pie charts, waffle chartsComment

The eight pillars of Pellucid

Adrian CrockettMarch 25, 2016Comment

Is your risk management strategy imaginary?

A lot of time is spent on risk modeling, but more time needs to be spent on the underlying correlation assumptions.

SmartsAdrian CrockettMarch 22, 2016risk management, recalculations, correlationsComment

How to get clients to say “yes”

The more often a client says yes, the more often a pitch leads to a mandate. And data visualizations can be used to get you there.

WinAdrian CrockettMarch 14, 2016client advice, strategy, be a better bankerComment

Why new approaches to education shouldn’t stay in the classroom

How the adoption of MOOCs could revolutionalize the analyst onboarding process

SlantAdrian CrockettMarch 10, 2016fintech, education, discourse, tomorrow's investment bankComment

Data needs visualization AND transformation

It's not enough to just use a visualization, you have to transform the data into something meaningful first.

Investment Banking Strat | Digital Transformation | Design Thinking | Innovation & Strategy | Executive - 20+ yrs experience.