Professional Management Training
Courses. Classes. Workshops.
Advanced Investment Management Program
(New Program!)
Advanced Investment Management Best Practices
Training Methods: | Action Learning Seminar and Workshop |
Course Venue: | USA West: Las Vegas, NV. Los Angeles, CA. San Francisco,
CA. Seattle, WA. USA East: Chicago, IL. Houston, TX. New York, NYC, NY. Washington, DC. Miami, FL. |
Course Duration: | 2 - 3 Months (25% seminar + 75% experiential project) |
Course Times: | 9:30 AM - 3:30 PM |
Course Dates: | Management Training Courses Calendar |
Course Fees: | $49,999 |
Group Discounts: | 10% for 2 delegates. 15% for 3 or more delegates. Government and non-profit delegates receive up to 25% discount for 4 or more delegates. Valid only for Las Vegas venue. |
Course Options: | Available on client site For groups of 5 or more delegates. Contact us for customization of training topics and duration or one-to-one coaching. |
Course Advantage: | Client Testimonials. Training Excellence. CEO Club |
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Chief Investment Officer's (CIO) Team: investment managers, fund managers, finance managers, professional investors, investment advisors, private equity managers, hedge fund managers, investment analysts, portfolio managers, investor relations managers, family offices, HNWI, and UHNWI
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Knowledge of basic business and budgeting concepts
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Note: We do not accept students seeking initial employment, postsecondary education or initial licensing programs
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Provide 360 degree view of the investment management function to identify potential blind spots, improvement areas and best practices in each area.
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Provide an understanding of the modern investment management framework, decision-making models and tools to implement an effective investment management system
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Offer experiential analysis of the challenges of CIOs and Investment Managers in planning, designing, controlling and rebalancing investment portfolios
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Although the course covers almost every key aspect of investment management decision, it is not designed to make you an expert on any single sub-field. For example, the course reviews the applications, the benefits and limitations of various investment analysis tools, such as financial, behavioral, economic and technical analysis tools, but is not designed to make you an economist, statistician, investment psychologist or market technician. The course also does not cover government regulations or laws related to investment professions. If you require an in-depth customization of specific topic, please indicate that in the course registration form.
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Develop the core investment management skills and competencies. The core competencies include securities valuation and analysis, investment strategies, investment risk management, hedging, portfolio analysis, and asset allocation
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Experiential action learning
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25%-50% seminar and 50-75% experiential discussion and project work
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The development and evaluation of management skills are based on KASAC training model
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Top Investment Questions. CIO Challenges. Financial Markets. Financial Instruments. Alternative Investments. Key investment Criteria. Investment Risk Management. Investments Valuation and Investment Ratios.
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Finance Management
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Investment Management
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Strategic Investment Management
Finance Management Module
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Basic concepts in corporate finance: Time value of money, financial statements quick overview, financial performance analysis (ratio analysis), and assets pricing (security valuation)
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Financial Statements Analysis
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Corporate financial decisions: capital budgeting, choice of capital structure, and working capital management
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Corporate investment management: Types of investment securities; security market operations; investment policies; security analysis and valuation principles; risk, return, and investment analysis
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Corporate capital structure and raising capital: The Investment banking process and stock exchange listing
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Financial markets for shares, fixed income securities, options and futures.
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Security Analysis: Organization of securities markets, risk and return analysis, modern portfolio theory, efficient market theory, fixed income securities, equity securities, and derivative securities
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Financial Risk Management: Management of financial risk; diversification, credit risk management, bankruptcy, hedging risk, and insurance
Investment Management Module
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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
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An overview of financial markets; money markets, investment banking, primary and secondary markets, and security exchanges, US markets, and international markets
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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
Strategic Investment Management Module
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Chief Investment Officer's (CIO) top challenges
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Conduct 360 degree view of the investment management function to identify potential blind spots, improvement areas and best practices in each area
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Offer experiential analysis to understand the CIOs and Investment Managers' decision-making models
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Focus on best practices, tools and models to implement an effective investment management system
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Explore the top performing investment management models. How do these models work? How to optimize your investment management model for best risk-return ratio?
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Identify best performing value, growth, quant and opportunity investment strategies on Wall Street
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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
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Analyze examples of failed investments of Wall Street's investment gurus and how to avoid the most common investment pitfalls
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Learn the uses and limitations of traditional valuations and predictive models
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Benchmark Wall Street's best performing strategies and best performing indices
Optional Modules:
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Analyze behavioral investing: Investing psychology, critical thinking, emotional biases, and investor's mistakes
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Extract key data from noise - The wrong and right uses of economic indicators
Courseware Content (Customized)
The courseware includes the following:
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Participant's coursework and assessment project guide
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Subject matter handbook and lecture notes
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Executive summary of the subject matter:
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Summary of essential concepts and finance management best practices
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Examples and case studies
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Finance management toolkit (management frameworks, decision models, checklists, etc.)
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Experiential work-based assessment project
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Online resources for the completion of the experiential assessment project
Performance Evaluation (Optional)
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Performance can be evaluated on the basis of individual or team project deliverables
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There are no Q&A exams or tests. Candidates can choose to complete customized experiential work-based projects such as developing a relevant analysis document, management strategy, action plan or a senior management presentation
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The course advisor will review the deliverables and provide improvement feedback
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The evaluation is a form of management consulting and experiential coaching for performance improvement
- Accelerated workshop (classroom option)
- Experiential Action Learning
- Requires seat reservation