Presentations

Marc Morgenstern has given presentations nationally and internationally to global businesses, law firms, professional organizations, MBA and law classes, as well as creating and teaching the “Street Smart Startups” course at UC Berkeley.


Social Media

Dealjammers: The EQ of M&A

TikTok Series

Explores key Morgenstern’s Maxims to become a better business negotiator:

  • “Learn to listen like a jam band musician, not like a lawyer.”
  • “Negotiation is Theater with Consequences and Results.”
  • “An Expectation Unarticulated is a Disappointment Guaranteed.”

Dealjammers: The Human Side of Buying and Selling Businesses

YouTube Series

5-part YouTube series. Morgenstern’s Maxims are presented through real-world negotiating and M&A stories and commentaries. Learn to become a Dealjammer. Negotiate with a flexible jam band philosophy, engage in listening to respond (not rebut), and persuade (not bludgeon). Win what you need, mindful that you don’t need to win everything you can see.

Read more Morgenstern’s Maxims featured in The Soul of the Deal


Select Venture Capital, Private Equity, and Professional Presentations

An EQ-driven approach to dealmaking and life

Riverside Capital

The EQ of M&A

Edgewater Capital

Successful technology advisors must master AI

Global Business Development; EY Toronto Client Executive Summit

GEN AI means Generational AI

EY Global AI Champions; Palo Alto Bootcamp

The Soul of the Deal: Creative frameworks for buying, selling, and investing in any business

YPO

How to be a Director of a Startup and Early Stage Company

Private Directors Association

How to make long-term investment decisions in a constantly evolving macro economy

The House Fund

AI doesn’t close Deals. People do

One Crucial Thing 2024, North Coast Ventures

An Expectation Unarticulated is a Disappointment Guaranteed

One Crucial Thing 2023, North Coast Ventures

Creating generational wealth through M&A

Ubiz Venture Capital

Business negotiating. Using emotional intelligence to succeed in buying a business

Vistage

How a startup should manage professionals to maximize value and minimize friction

Health Engine Seminar

Current and Future State of Venture Capital and the Economy

The House Fund

The Care, Feeding, and Maintenance of a startup’s professionals

Health Engine Seminar

Technology and AI will transform private law firms: 2014 predictions for 2020

Managing Partners’ Roundtable

What’s Worse Than Getting Nickel and Dimed To Death? The Hidden (Non-Monetary) Costs of Sarbanes-Oxley Disclosure

SEC Advanced Securities Institute

Continuous adaptation in life and law

22nd Annual Securities Experts’ Roundtable


Academic Presentations

Street Smart Startups-How to be and think like a Startup CEO

Cal’s Center for Entrepreneurship and Technology

  • “Cash is a proxy for time; Time is a proxy for opportunity.”
  • “The Opposite of Success isn’t failure: it’s non-success.”
  • “The Seller’s Mantra is Certainty and Confidentiality.”
  • “Negotiating is Theater with Consequences and Results.”
  • “Startups are Time, Cash, and Emotion Vampires.”

Startup pitchdecks – art and science

BASIC @ UC Berkeley

Anatomy and Psychology of M&A deals

Georgetown Law School

On Being an Entrepreneur: Sometimes you eat the bear, and sometimes the bear eats you

Distinguished Speaker Series, Graduate School of Management, Kent State University

Leadership Lessons of Highly-Effective Leaders

Cleveland State University Law School

Master Class on Eliciting information: listening is the key sales skill

Flashpoints at Georgia Tech

Impact of Electronic Retailing

National Real Estate Investment Forum, Wharton

Initial Public Offerings

Executive MBA Program Cleveland State University

Weatherhead School of Management, Case Western Reserve University

Life in the C-Suite

Bridge Financings: Psychological and Financial Architecture

The Negotiation Dance: Buying a Public Company

(Annually for many years)

Buying a Business: Negotiating Strategies and Psychology

Valuation – The Uncertain Science

Bridge Financings – Alternative Structures

Negotiations: Confessions of an Encyclopedia Salesman

Negotiation: The Science, the Art, and the Music

Negotiating: Techniques and Strategies

Purchasing Public Companies

Boston University School of Law

Corporate Survival: Crisis Bridge Financings

Board of Directors: Governance and Leadership, Some Pragmatic Realities