Description

A focused course, tailored for you

Bulge-Bracket Managing Director's Practice-Authorship Playbook

How a Managing Director at a bulge-bracket bank authors a practice fragment the LOB protects through restructuring.

When bulge-bracket banks restructure around revised priorities and location strategy, the MD bench gets reviewed on practice authorship rather than just book economics.

$199 one-time

Tailored to your situation. Access within 24 hours. 30-day money-back.

Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.

Why this course

Bulge-bracket banks restructuring around revised business priorities reach the Managing Director bench in the same operating-model cycle. Senior MDs above are protected by their book economics; junior MDs and Executive Directors below are protected by their direct revenue contribution. The MD layer in between is the band the deck reviews most carefully.

The MDs who survive own an authored practice fragment with their byline in the LOB catalogue, a publishable sector thesis the LOB quotes externally, and a quarterly practice-state artefact the head of LOB adopts.

The course covers the three artefacts and the 90-day path to authored-practice MD framing. Plus a hand-built implementation playbook against your real coverage.

What you walk away with

An authored practice fragment in the LOB catalogue with your byline.
A publishable sector thesis the LOB quotes.
A quarterly practice-state artefact the head of LOB adopts.
A clean translation from generic MD coverage to authored-practice framing.
A defensible answer when the operating-model review asks which practice your work is associated with.
A 90-day plan from generic MD coverage to authored-practice framing.

The 12 modules

Module 1. Reading the operating-model statement for MD-level implications

Restructuring based on revised priorities and location strategy reaches the MD bench in specific ways. The diagnostic for the junior-MD layer. What 'revised priorities' means at MD level inside the bank.

Module 2. Book economics vs practice authorship

Senior MDs are protected by book economics. Junior MDs are protected by practice authorship. The structural difference. The three artefacts authorship requires.

Module 3. Your authored practice fragment

Identify one franchise fragment you could author under your name: a vertical, a structuring pattern, a research methodology, a transaction archetype. The catalogue entry. The byline negotiation.

Module 4. Publishable sector thesis

Structure of a publishable sector thesis the LOB quotes externally. The format the firm endorses through analyst-relations. The thesis that travels through media and client conversations.

Module 5. Quarterly practice-state artefact for the head of LOB

Format, cadence, content. Three worked examples calibrated for bulge-bracket MD audiences in different stages of restructure.

Module 6. Working with research, ECM, DCM, and M&A partners

Authored practice fragments overlap research, ECM, DCM, and M&A. The collaboration pattern. The credit-sharing across product lines that strengthens authorship rather than diluting it.

Module 7. External market positioning for authored-practice MDs

Authored-practice MDs are positioned externally as much as internally. The external positioning the firm endorses. The talks, the panels, the published commentary.

Module 8. Client conversation patterns rooted in the thesis

The thesis drives client conversations. The conversation pattern that converts published authorship into mandates.

Module 9. Working with research analysts as co-authors

Research analysts can co-author practice fragments. The work split. The credit-sharing that holds across publications.

Module 10. Scope statement: MD vs Senior MD / Head of Practice

Two overlapping seats. The scope statement that puts you in the head-of-practice track defensibly. The language for the next promotion conversation.

Module 11. Promotion mechanics inside investment bank MD ranks

Internal path from MD to head of practice or vertical. The promotion artefact. The two reviewers who matter at the senior level.

Module 12. Your 90-day move to authored-practice framing

Day-by-day plan. Practice fragment target chosen by week one. Sector thesis v1 in week two. Quarterly artefact format agreed by week three. Head-of-LOB conversation in month two. Authored-practice conversation in month three.

How this addresses your situation

Specific modules that map to what you said you are dealing with.

Modules 1 and 2 cover the diagnostic.

Modules 3 to 5 produce the three artefacts.

Modules 6 to 9 cover the cross-product cadence and external positioning.

Modules 10 to 12 cover scope, promotion, and 90-day execution.

What you get with this course

The 12-module course delivered as text plus downloadable templates.
Templates for the practice fragment, the sector thesis, and the quarterly artefact.
A hand-built implementation playbook generated for your specific seat.
Three worked examples of the quarterly artefact.
Scripted talking points for the head-of-LOB conversation.

What you will have in hand by Day 1, Week 1, Month 1

Day 1: Practice fragment scaffold drafted.

Week 1: Fragment v1 written; sector thesis v1 drafted.

Month 1: Quarterly practice-state artefact landing with head of LOB; authored-practice conversation scheduled.

Before and after

Before

You run an MD coverage book. Deals close. Clients renew. The LOB catalogue does not list a practice fragment with your byline.

After

Your practice fragment is in the LOB catalogue. The sector thesis is what the LOB quotes externally. The quarterly artefact is what the head of LOB adopts. The head-of-practice conversation is scheduled.

What happens if you do not address this

Operating-model reviews reach the MD bench within one or two cycles.

Who it is for

For Managing Directors and senior Executive Directors in investment banking, M&A advisory, capital markets, and equity research at bulge-bracket banks running operating-model reviews.

Who this is NOT for. Associates and VPs. MDs in pure deal-execution seats with no practice scope. MDs at firms not in active review.

How it arrives

Text-based course via LMS, plus downloadable templates and the hand-built implementation playbook.

Time investment. Roughly 12 hours of reading and 15 to 20 hours producing your real artefacts.

Why $199 is the right number

Internal bulge-bracket MD training is general. External IB content covers analyst training not the authored-practice move at MD level. A senior head-of-practice mentor would cover maybe four of these 12 modules informally. $199 buys the focused playbook plus the implementation document for your live seat.

FAQ

Will the head of LOB actually adopt my quarterly artefact?

Module 5 is built so the artefact lands as a time-saver in the head-of-LOB's existing reading.

What if my coverage is across two adjacent sectors?

Module 3 covers that case.

Why pay for this instead of reading free banking-career content?

Free content covers career framing.

What if my firm restricts external publication?

Module 7 covers that case.

What is in the implementation playbook for me specifically?

A draft practice fragment; a draft sector thesis; a 90-day plan with conversations against your head-of-LOB and Senior MD bench.

30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.