Professional Investment Management Training
Courses. Classes. Workshops.

Financial Management Module

• Basic concepts in corporate finance: Time value of money, financial statements quick overview, financial performance analysis (ratio analysis), and assets pricing (security valuation)

• Financial Statements Analysis

• Corporate financial decisions: capital budgeting, choice of capital structure, and working capital management

• Corporate investment management: Types of investment securities; security market operations; investment policies; security analysis and valuation principles; risk, return, and investment analysis

• Corporate capital structure and raising capital: The Investment banking process and stock exchange listing

• Financial markets for shares, fixed income securities, options and futures.

• Security Analysis: Organization of securities markets, risk and return analysis, modern portfolio theory, efficient market theory, fixed income securities, equity securities, and derivative securities

• Financial Risk Management: Management of financial risk; diversification, credit risk management, bankruptcy, hedging risk, and insurance

Investment Management Module

• An overview of the fundamentals and risk/reward performance of financial instruments; government T-bills, bonds, TIPs, municipal bonds, money markets, preferred and common stocks, corporate bonds, warrants, options, futures and other derivative securities

• An overview of financial markets; money markets, investment banking, primary and secondary markets, and security exchanges, US markets, and international markets

• An overview of investment management principles; financial statements quick overview, financial performance analysis (ratio analysis), and assets pricing (security valuation), types of investment securities; security market operations; investment policies; security analysis, risk, return, nominal and real returns, and transaction costs 

• Investing in exchange-traded funds (ETFs) vs. mutual funds vs. bonds vs. stocks vs. commodities
  
• Designing, planning, monitoring and rebalancing an investment portfolio  
  • Investment goals, objectives, strategy and policy statements of an investment portfolio
  • Comparing short-term, intermediate-term, and long-term investment strategies
  • Choice of risk / reward level; aggressive vs. balanced vs. conservative investment goals and styles
  • Conflicting goals leading to suboptimal performance
  • Asset allocation mix
  • Portfolio analysis and diversification best practices
  •  Using futures and options in a portfolio
  • Gold's role in a portfolio
  • Real estate's role in a portfolio
  • Bitcoin role in a portfolio
  • Compare active investing with passive index investing
  • When to buy, when to hold and when to sell an asset

Tactical & Strategic Investment Management Module

• Chief Investment Officer's (CIO) top challenges

• Focus on CIO best practices, tools and decision-making models to implement an effective investment management system

• Explore the top performing investment management models. How do these models work? How to optimize your investment management model for best risk-return ratio? 

• Identify best performing value, growth, quant and opportunity investment strategies on Wall Street

• Learn lessons from the world's most successful investors; what are their investment strategies, insights and success factors. Covered investment gurus include; Benjamin Graham, Philip Fisher, Peter Lynch, John Paulson, Warren Buffett, John Neff, David Dreman, Ken Fisher, and Martin Zweig, James O'Shaughnessy, Joel Greenblatt, Joseph Piotroski  and other best performing money managers

• Analyze examples of failed investments of Wall Street's investment gurus and how to avoid the most common investment pitfalls

• Learn the uses and limitations of traditional valuations and predictive models

• Benchmark Wall Street's best performing strategies and best performing indices

Optional Modules:

• Analyze behavioral investing: Investing psychology, critical thinking, emotional biases, and investor's mistakes

• Extract key data from noise - The wrong and right uses of economic indicators