Best in Show: The Dos and Don'ts of a Winning Presentation

The Center for Investment and Wealth Management presents "Best in Show: The Do's and Don'ts of a Winning Presentation" featuring Patrick Schussman, Managing Director, Advisory Distribution at Aristotle Capital. In addition to his 20-year career at Morgan Stanley, Patrick Schussman has incomparable experience directing, consulting and analyzing for numerous firms and clients. Schussman will detail what it takes to materialize successful ideas and deliver effective presentations.

Why Attend

Learn practical tips for increasing your success rate with pitching your ideas and for approaching and being more effective in your presentations.

Program Details

A subject-matter expert will discuss how novice and seasoned professionals alike can improve their prospects for success.


  • Practical tips for improving your success rate with pitching your proposals
  • What works and what does not work, based on case studies and experience
  • Top 10 do's and don’ts for increasing your success rate in presentation


Stephen CookePatrick Schussman

Managing Director, Advisory Distribution
Aristotle Capital

Patrick Schussman is Managing Director, Advisory Distribution at Aristotle Capital. Prior to joining Aristotle Capital, Patrick held many positions in a 20-year career at Morgan Stanley and its predecessor firms. Most recently, he served in a dual role as the Consulting Group Western Division Director where he ran distribution of the firm’s fee-based advisory business in the Western U.S., and was the Director of Institutional Business Development for Graystone Consulting and the broader institutional consulting business of Morgan Stanley. Prior responsibilities at the firm included heading the Graystone Consulting business, serving as Investment Counselor to the ultra high net worth clients of Citi’s Private Bank, and supporting the managed account business of Financial Advisors as a Divisional Drector, Regional Director, and Senior Divisional Analyst with Smith Barney’s Consulting Group. Prior to Morgan Stanley, Patrick conducted business valuations for privately held companies. He started his professional career at Wilshire Associates Pension Consulting Division, where he worked with some of the nation’s largest public and private pension plans.

Patrick earned his Bachelor of Science degree in Business Administration/Finance from California State University, Northridge, where he was an Elbridge A. Stuart Scholar. He is a CFA® charterholder, CIMA® professional and Accredited Investment Fiduciary (AIF). Patrick is also a memeber of the CFA Institute, Investment Management Consultants Association (IMCA) and CFA Society of Los Angeles.


4:30 PM Registration
5:30 PM Start of program
6:30 PM Reception


The Paul Merage School of Business

First Floor Dean's Auditorium

See Maps & Directions.

Merage School Building

About Us

The mission of the Center for Investment and Wealth Management is to provide the impetus for the study and discussion of issues critical to the wealth management industry and to serve as a thought-leader and a source of cutting-edge research and innovative programs that advance the understanding and successful practice of wealth management, including all its relevant disciplines and audiences.


Event Details

Date: 04.24.2018
Time: 05:30 p.m. - 07:30 p.m.
Event Type: Public


The Paul Merage School of Business
4293 Pereira Dr
Irvine, CA 92697


Lee Anne Maki