2-DAY PUBLIC SESSION | 3-DAY VIRTUAL SESSION
Investment Management Boot Camp
More details about this course
Better Skills, Strategies and Results in Two Information-Packed Days!
- Understand what’s behind the strategies of great successful investors
- Learn how to better construct and rebalance portfolios
- Leave class with real-world skills you can implement immediately
- Value a range of equity, fixed income and derivative investments
- Understand the role of investor psychology in investment management
- Develop better skills in fundamental and technical analysis
- Learn the strategies used by very successful hedge funds – yes, they are making money
- Create your own effective hedging strategies and risk management techniquesEffectively judge, weigh and evaluate investment strategies, and learn when to employ which
- Create fluid and flexible overall investment game plans that can change as opportunities and economics develop
Beyond textbooks and theory— operate in the real-world
Reward demands risk. However, you also need to sleep at night. This two-day investment management boot camp is designed for you. Whether you are a seasoned investment professional or a less experienced staffer, this program will take you far beyond the typical textbook and theory. This boot camp will give you five days' worth of valuable tips, solid research and valuation skills to make better decisions. See investing through new eyes and a new commitment. Taught by experts who know how to make money during lean times as well as good times. This is the jumpstart you and your staff need.
It’s Time! Are you and your team at peak performance? In this class you will:
- Discover new techniques and new ways to “think” about investment decisions experienced professionals and the new hires will be skilled in performance strategies that work!!!
- Better understand value equity, debt and derivative securities to help make the right short-term and long-term investment decisions
- Know how to create and rebalance portfolios for improved risk adjusted performances
- Learn new detective and analysis tools that will help you make better investment decisions
- Understand key behavior finance biases, how they interrelate and affect market and personal biases, and how to overcome and know which ones you cannot affect or change
- Learn strategies of some of the country’s top investors; gain insight into your own strategy; determine your weaknesses and strengths
- Develop better technical analysis skills that will help you make better short-term and long-term trading decisions
- Create risk and investment dashboards: Use Excel to its fullest as a premier tool that it should be, helping you manage risk and investment decisions far better at all levels
- Effectively and accurately evaluate strategies and determine your strategy based on the situation and economic climate.
- Better differentiate among competing strategies – all will not be winners for you.
- Examine macroeconomics, inside and out. There’s more to it than you may have learned in school. With substantially better insight you’ll make much better investment decisions
- Learn arbitrage strategies and how and when to apply them, earning returns not tied to market risk
- Make better investment decisions by understanding sector rotation strategies
- Know how to profit during periods of rising and falling interest rates by employing new fixed income strategies
- Effectively hedge by using newly learned option strategies
Increase your portfolio returns by understanding new carry trades
- Earn returns that are not tied to market risk by understanding the latest hedge fund strategies
- Take away an investment management resource – a bookmark file containing more than 100 helpful investment and information websites
- Develop repeatable and reliable valuation methodologies that are scalable, repeatable and defendable
- Know how to more effectively manage personal funds
- Understand modern portfolio theory. Which pieces do you adopt for you and your clients needs? Understand the advantages or limitations of Markowitz, Capital Asset Pricing and Arbitrage Pricing Theories
This is NOT a basic introduction. Get enhanced skills in just two days!
This program is developed for all investment professionals including financial analysts, portfolio managers, financial advisors, risk managers, accountants and regulators. Whether new to the financial industry or an experienced financial expert, the course offers a fresh perspective and the latest techniques not found in 20-year old textbooks. This course assumes a basic working knowledge of financial markets and accounting.
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