Fix the Pitch

How to craft compelling, dazzling pitchbooks. Thoughts, ideas, and inspiration to help construct advanced financial analysis, build stunning data visualizations and tips for mastering client meetings.

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First-hand experiences and stories about creating an inclusive work culture and advancing financial and technological education.

Strats: The future of investment banking

Why Wall Street should look to Goldman Sachs' Strats division for the future of banking. And the skills needed to be successful. Goldman Sachs is the most venerated investment bank on Wall Street. If you’ve e…

Adrian CrockettAdrian Crockett

Are you ready to find new clients?

Finding and engaging with new clients can be the difference between hearing about that deal, and being the one to execute it. Is your tech prepared? Whether you started your own boutique bank or joined an exi…

Adrian CrockettAdrian Crockett

Has Google made knowledge workers irrelevant?

The evolution of the knowledge worker and why bankers should consider themselves "smart creatives." Investment bankers can be categorized as belonging to the “knowledge worker” employee pool. A term coined by…

Adrian CrockettAdrian Crockett

How to read 52 books a year

Something nearly all successful business people do is read. A lot. How to make time in your schedule for continous learning. Things can move overwhelmingly fast in business. With probably over a hundred (mayb…

Adrian CrockettAdrian Crockett

Bankers are smart....aren’t they?

Why wanting to have a beer with someone is a better predictor of success than education, experience, knowledge, or intellect. Any incoming class of bankers will likely be top performers from some of the world…

Adrian CrockettAdrian Crockett

I have enough fleece vests, thank you.

Please stop giving me duffel bags, oversized T-shirts, and beer cozies. How about something that shows you get me instead? In the corner of my closet sits a pile of “gender neutral” items, accumulated from co…

Jenn GiacobbeJenn Giacobbe

#CelebrateWomen: New York Women’s Foundation Breakfast

Only 3% of philanthropic dollars go toward women issues. Read more about the New York Women's Foundation. On Thursday, May 5th, the hashtag #celebratewomen trended in New York. Twitter users united behind the…

Jenn GiacobbeJenn Giacobbe

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

Every new client problem requires combining existing pieces in new ways. Would you consider yourself a combinatorial innovator? No? Never heard the phrase before? I first came across it from Hal Varian, Go…

Adrian CrockettAdrian Crockett

Should investment banking adopt an apprenticeship model?

Instead of throwing money and promotions at new recruits, should banks employ a model of learning? In banking recruitment, the phrase “junior banker problem” probably inspires at least one of the following th…

Adrian CrockettAdrian Crockett

The eight pillars of Pellucid

To solve the pitchbook problem, it's a questions of which skills, not which backgrounds: The eight core skills of Pellucid Analytics. I can recall a conversation I had around the time I started Pellucid Analy…

Adrian CrockettAdrian Crockett

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

How the adoption of MOOCs could revolutionalize the analyst onboarding process A friend of mine, a professor at an Ivy League school, asked me how my wife and I were preparing to cover the college education c…

Adrian CrockettAdrian Crockett

Is the office more unequal than we think?

From running errands to laughing at the boss’s jokes, are women pressured to display certain feelings, or manage the feelings of others, more than men? I’ve always considered myself a team player. Help plan t…

Jenn GiacobbeJenn Giacobbe

Why STEAM power is the future

The combination of creative AND technical ability is America’s secret sauce to continued prosperity and engine of future economic development Innovation is touted as the panacea to volatile economic environme…

Adrian CrockettAdrian Crockett

What’s in a name?

When getting married, a woman has a tough decision: Keep your name to maintain a career identity? Or change it to share a name with your family? Here's what I did. Well, quite a bit, actually. Taking your sp…

Jenn GiacobbeJenn Giacobbe

Leaning in without falling over

Working in finance can place high demands on parents. Is it possible to lean into your career without falling over? Just after my second child was born, a friend said to me, “How is it possible that before k…

Jenn GiacobbeJenn Giacobbe