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RFP: Diary of an institutional salesman, part 3

The life of an institutional salesman in Asia. This week, Will coaches Cindy on how to prepare a pitch.

Everyone knows there are eight golden rules of preparing a pitchbook presentation. Well, almost everyone. Cindy Tan, Integrity's Asian equity PM, has struggled to get her message across, and yours truly has stepped up to the plate. The product ambassador, whose job this should be, was retrenched last year amid all the chaos. It has been almost a year since I visited Singapore, so her e-mail last Friday was a fine opportunity.

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