Executive Education and Management Training: Management Courses and Management Seminars in USA. Professional Management Classes & Workshops in USA: Las Vegas, Los Angeles, San Francisco, Seattle, Chicago, New York, Miami, Houston, and Washington, DC.

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Advanced Investment Management Training Program: Advanced CIO Management Courses and Seminars in USA and Europe 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 (25-50% seminar + 50-75% 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 20% discount for 4 or more delegates. Valid only for Las Vegas venue.
Course Options: Available on client site for a group of 5 or more delegates.
For customization of training topics, duration, or one-to-one coaching, please contact us.
Course Advantage: Client Testimonials. Training Excellence. CEO Club

Advanced Investment Management Training Program: Advanced CIO Management Courses and Seminars in USA and Europe Course Audience 

  • The Chief Investment Officer's (CIO) team, including investment analysts, portfolio managers, investment managers, fund managers, finance managers, professional investors, investment advisors, private equity managers, hedge fund managers,  investor relations managers, family offices, HNWI, and UHNWI

Advanced Investment Management Training Program: Advanced CIO Management Courses and Seminars in USA and Europe  Training Prerequisites

  • Knowledge of basic business and budgeting concepts

  • Note: We do not accept students seeking initial employment, postsecondary education, or initial licensing programs

Advanced Investment Management Training Program: Advanced CIO Management Courses and Seminars in USA and Europe Course Objectives 

  • Provide 360 degree view of the investment management function to identify potential blind spots, improvement areas and best practices in each area

  • Provide a review of investment management frameworks, decision-making models, and tools to implement an effective investment management system

  • Offer experiential analysis of the challenges of CIOs and Investment Managers in planning, designing, controlling, and rebalancing investment portfolios

  • Analyze the most successful investment strategies, and decision-making models

  • Learn lessons from the world's most successful investors; learn 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 management pitfalls

Advanced Investment Management Training Program: Advanced CIO Management Courses and Seminars in USA and Europe Training Focus

  • Develop the core investment management skills and competencies including securities valuation and analysis, investment strategies, investment risk management, portfolio analysis, and asset allocation

Advanced Investment Management Training Program: Advanced CIO Management Courses and Seminars in USA and Europe Key Concepts

  • Top CIO Investment Questions. CIO  Challenges. Financial Markets. Financial Instruments. Key Investment Criteria. Investment Analysis. Investment Risk Management. Investments Valuation. Investment Ratios.

Advanced Investment Management Training Program: Advanced CIO Management Courses and Seminars in USA and Europe Course Modules

  1. Corporate Finance Management

  2. Investment Management

  3. Strategic Investment Management

Advanced Investment Management Training Program: Advanced CIO Management Courses and Seminars in USA and Europe Training Course Subjects

Corporate Finance 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

Advanced Investment Management Training Program: Advanced CIO Management Courses and Seminars in USA and Europe Investment Management Module

  • An overview of the fundamentals of financial instruments; risk and reward performance, 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, 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, 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
    • Learn when to buy, when to hold, and when to sell an asset

Advanced Investment Management Training Program: Advanced CIO Management Courses and Seminars in USA and Europe Strategic Investment Management Module

  • Chief Investment Officer's (CIO) top challenges

  • Conduct 360 degree review 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

  • Focus on best practices, tools and 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? 

  • Learn to identify best performing value, growth, quant and opportunity investment strategies on Wall Street

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

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

Advanced Investment Management Training Program: Advanced CIO Management Courses and Seminars in USA and Europe 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

  • Note: The course reviews the applications and limitations of various investment analysis tools, such as financial, behavioral, economic and technical analysis frameworks. However the course is not designed to make the 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 a specific topic, please indicate that in the course registration form.

Advanced Investment Management Training Program: Advanced CIO Management Courses and Seminars in USA and Europe Training Model

  • Experiential action learning

  • 25%-50% theory and 50-75% experiential project work

  • The development of management skills is based on KASAC executive education and management training model

Advanced Investment Management Training Program: Advanced CIO Management Courses and Seminars in USA and Europe Courseware Content (Customized)

The Advanced Investment Management courseware includes the following:

  1. Participant's training guide

  2. Subject matter books

  3. Executive summary of the subject matter:

    • Summary of essential concepts and finance management best practices

    • Examples and case studies

  4. Finance management toolkit (management frameworks, decision-models, and checklists)

  5. Experiential work-based assessment project

  6. Online resources for the completion of the experiential assessment project

Advanced Investment Management Training Program: Advanced CIO Management Courses and Seminars in USA and Europe Performance Evaluation (Optional)

  • 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 management consulting and experiential coaching for performance improvement

Advanced Investment Management Training Program: Advanced CIO Management Courses and Seminars in USA and Europe Training Course Registration

  • Advanced Investment Management Training Course
    • Accelerated workshop (classroom option)
    • Experiential Action Learning
    • Requires seat reservation
Training Course Registration

 

 

 

 

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Management Courses: CEO Training Programs: Management Seminars and Management Courses in USA. Professional Management Master Classes and Workshops in Las Vegas, Los Angeles, San Francisco, Seattle, Chicago, New York, DC, Miami

  

 

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Management Training Courses in USA

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 Last Updated: February 17, 2020.

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