Think Tank Master Class
|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:||1 - 2 weeks (1 week seminar + 1 week experiential project)|
|Course Times:||9:30 AM - 3:30 PM|
|Course Dates:||On Demand|
|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.|
|Program 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 Advisor||Med Jones|
|Course Advantage:||Client Testimonials. Training Excellence. CEO Club|
Chief Investment Officer's (CIO) Team: hedge fund managers, senior investment managers, professional investors, investment advisors, investment analysts, portfolio managers, private equity funds, mutual funds, investor relations managers, family offices, HNWI, and UHNWI
Course attendees are required to sign non-disclosure and non-compete agreements. No phones or recording devices are allowed into the workshop.
Note: The course is designed for money managers and institutional investors. We do not accept students seeking initial employment, postsecondary education or initial licensing programs
Learn the proprietary BEV (Business, Economic, and Valuation) Stock Management Model. BEV portfolio is the best performing stock portfolio over the past 10 years. It is one of the few models to consistently beat S&P 500 Index and Wall Street top investment funds.
Understand the difference between wrong and right uses of economic and stock market indicators. Explore the uses and limitations of market timing and economic prediction models. Learn the Institute's proprietary market timing model. This model is one of the few models that predicted the economics crisis of 2008 and the stock market bottom in 2009 and recovery in 2010. (See Economic Predictions Page)
Identify best performing value, growth, quant and opportunity investment strategies on Wall Street. How do these stock picking and trading models work? How to optimize your portfolio for best risk-return ratio?
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, Ray Dalio, Bill Ackman, Carl Icahn, George Soros, John Paulson and other best performing money managers
Analyze the failed investments of Wall Street gurus and how to avoid the most common investment pitfalls
Benchmark Wall Street's best performing strategies and best performing indices
Conduct 360 degree view of the investment management function to identify potential blind spots, improvement areas and best practices in each area
Offer experiential analysis to understand the CIOs and Investment Managers' decision-making models
Explore investing psychology and learn about critical thinking, emotional biases, and most common investment mistakes
Experiential action learning
25%-50% theory and 50-75% experiential project work
The development and evaluation of management skills are based on KASAC training model
Explore best and worst preforming investment management strategies. The topic focuses on best practices and pitfalls in the areas of securities analysis, valuations, investment risk management, market timing and asset allocation
This educational workshop is not a replacement for legal or financial advice. The course does not cover government regulations or investment laws. If you require specific review or consulting advice for your fund, please specify that in the registration form
Although the course covers the key aspects of investment management decisions, it is not designed to make you an economist, statistician, investment psychologist or market technician. If you require an in-depth customization of a specific topic, please indicate that in the course registration form
The institute is a think tank and education organization. Our opinion is incidental to our profession. We are not an investment advisory or brokerage firm. We do not sell investments and we do not seek outside investments. We do not manage external assets. We do not function as a rating agency. We do not accept compensation from companies for review or rating purposes. Any recommendation for or against any asset, trading strategy, buy or sell action is done for an educational purpose only. The expressed opinions should not be considered as an endorsement for or against any asset, company or investment firm. Markets are hyper-dynamic, we cannot and do not time the stock market. Our forecasts continuously change with changing data; they are used as an input to complex risk management and valuation decision models. Despite past success in economic forecasting and research portfolio designs, we do not provide any guarantee for future forecasts or performance.
The training courseware includes the following:
Subject matter book(s)
Executive summary of the subject matter:
Summary of essential concepts and investment management best practices
Examples and case studies
Experiential work-based assessment project
Performance can be evaluated on the basis of individual or team project deliverables
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
The course advisor will review the deliverables and provide improvement feedback
The evaluation is a form of experiential coaching for performance improvement
||Training Course Registration|
Last Updated: September 2, 2022.
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