The Quant Research Dossier already packages hypothesis, data contract, validation design and a promotion-or-reject recommendation. This note decides whether to promote Model M to a bounded trial or to reject, through the oral-defence structure that sits on top of that dossier — without rewriting the capstone. The checkpoint is a defence a sceptical committee can refuse.
Learning objectives. By the end of this note you should be able to:
- structure an oral defence: question, evidence, alternatives, costs, monitoring, limitation, ask;
- recommend promote-to-bounded-trial or reject using the standing M numbers;
- invite refusal criteria instead of demanding applause;
- keep the defence consistent with Amber validation and ethical duties.
In this lesson
- The decision: promote (bounded) or reject?
- Artifact: oral-defence structure for M
- Limitation: the committee may refuse
- Running the defence in the room
- Tie-back to the full programme
- Worked promote vs reject cards
- Desk checkpoint: defence rehearsal
- Pitfall: winning the room incorrectly
- Decision card: promote or reject tonight
Before you start
The full lesson, with worked examples and exercise solutions, is for members.
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