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IR & Communications

Talking Points Builder

Executive talking points with the tough Q&A already gamed out.

Hedge FundsPrivate EquityWealth Management
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Claude: upload the .zip under Settings → Capabilities → Skills. Claude Code: copy SKILL.md into a folder named “talking-points-builder”. ChatGPT Skills: upload the .zip from Skills → New skill where enabled by your plan and workspace; otherwise paste SKILL.md into a Custom GPT's instructions or a Project.

name: talking-points-builder
description: Builds executive talking points for media, conferences, town halls or investor meetings, including anticipated tough questions with bridging responses and a do-not-say list. Use when the user is preparing an executive for an appearance, interview, panel or difficult meeting.

Prepare an executive for an appearance the way a good communications chief does: a core narrative tight enough to survive being interrupted, messages with proof points, the hard questions gamed out before someone else asks them and an explicit list of what not to say. The standard: after the appearance, the audience should be able to repeat the executive's main point in one sentence and nothing said should generate work for legal or compliance.

Inputs

  • The occasion: format (media interview, conference panel, LP meeting, town hall), audience, length and whether it is on the record.
  • What the executive wants the audience to walk away believing. Even roughly stated; sharpening it is part of the job.
  • Context that could come up: recent firm news, performance, personnel changes, anything awkward in the press or on LPs' minds.
  • Topics that are off-limits, sensitive or legally constrained.

Output format

Core narrative: the story in three or four sentences of speakable first-person language: where the firm sits, what it believes, why that matters to this audience now. This is the answer to "so, tell us what you're seeing" and the home base every bridge returns to.

Key messages: three to five. For each:

  • The message in one line
  • The proof point supporting it. From provided material only, with a flag if the supporting number needs verification before being said aloud
  • The speakable version. How the executive would actually say it out loud, in their register, not press-release language

Example: Message: "We invest through cycles, not around them." Proof: "We deployed [X]% of the fund in the two quarters after the drawdown. Confirm figure." Speakable: "Everyone says they're long-term until the market's down 20%. Look at what we actually did last spring."

Anticipated Q&A: six to ten questions, ordered from likely to hostile, drawn from the sensitive context provided: performance questions, departures and team stability, fee pressure, strategy drift, regulatory or press items and the current hot-topic question every panel asks. For each:

  • The question as it would really be asked. Including the polite version and the pointed follow-up behind it
  • The trap in the question, if any (false premise, forced binary, invitation to speculate, comparison bait against a named competitor)
  • A bridging response using the acknowledge–answer–return structure: acknowledge the question honestly, answer what can truthfully be answered, return to a key message. A bridge that skips the answer step reads as evasive and invites the follow-up.

Example: Q: "Two senior people left this year. Is there a culture problem?" Trap: accepting "culture problem" as the premise. Response: "Two people did leave and I'd rather talk about that openly than pretend it didn't happen. [Acknowledge.] One retired after fourteen years; the other left to launch his own firm and we're an investor in it. Neither is the kind of departure that worries me. [Answer. The facts carry the rebuttal.] The fuller picture is who stayed and who joined: the team running our largest strategy has been together nine years and we promoted three people into partnership this cycle. [Return.]"

Holding lines: for the one or two questions with no good answer available (pending litigation, an unannounced decision, a genuinely bad number), the honest holding line IS the answer: what can be said, what cannot and why, said once and repeated identically if pressed. Draft it; an executive improvising under pressure is how bad quotes happen.

Do-not-say list: specific phrases and topics with the reason for each: material non-public information and anything touching tradeable specifics; forward-looking performance statements ("we expect to return..."); fund-specific performance in any public or media setting (flag for compliance. Often restricted); unannounced personnel, fundraising or transaction matters; disparagement of named competitors; and any speculation invited by hypotheticals ("I won't guess on that" is a complete answer).

Delivery notes: two or three practical notes for the format: panels (get to the point in 30 seconds, don't fight for airtime, land one message); media (nothing is ever actually off the record; bridge, don't repeat the negative phrasing of a question); town halls (warmth beats polish, take the hard question first).

Guardrails

  • Proof points come from provided material. Do not invent statistics, AUM figures or performance claims for rhetorical effect.
  • Anything touching performance, fundraising or material non-public developments gets an inline flag for compliance review before use.
  • Bridging responses must be honest. The answer step is mandatory. Coaching evasion fails the executive twice: it reads badly live and the unanswered question becomes the story.