Government Training. Investment Training.
|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|
|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.|
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|
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
Knowledge of basic business and budgeting concepts
Note: We do not accept students seeking initial employment, postsecondary education, or initial licensing programs
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
Develop the core investment management skills and competencies including securities valuation and analysis, investment strategies, investment risk management, portfolio analysis, and asset allocation
Top CIO Investment Questions. CIO Challenges. Financial Markets. Financial Instruments. Key Investment Criteria. Investment Analysis. Investment Risk Management. Investments Valuation. Investment Ratios.
Corporate Finance Management
Strategic Investment Management
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
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
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
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.
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
The Advanced Investment Management courseware includes the following:
Participant's training guide
Subject matter books
Executive summary of the subject matter:
Summary of essential concepts and finance management best practices
Examples and case studies
Finance management toolkit (management frameworks, decision-models, and checklists)
Experiential work-based assessment project
Online resources for the completion of the experiential 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 management consulting and experiential coaching for performance improvement
||Training Course Registration|
Last Updated: February 17, 2020.
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