Government Courses. Investment Courses. Corporate Training.
Management Training Courses
|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 week|
|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.|
|Program 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|
Chief Investment Officer's (CIO) team, including investment managers, fund managers, finance managers, investment advisors, private equity managers, hedge fund managers, investment analysts, portfolio managers, investor relations managers, family offices, HNWI, UHNWI, and professional investors
Note: We do not accept students seeking initial employment, postsecondary education, or initial licensing programs
Provide 360 degree view of the investment analysis and modeling function to identify potential blind spots, improvement areas
Provide an understanding of the modern investment analysis 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 analysis and valuation of companies in various industries
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
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
Top Investment Questions. CIO Challenges. Financial Markets. Financial Instruments. Alternative Investments. Key investment Criteria. Investment Risk Management. Investments Valuation. Investment Ratios. M&A Valuations
An overview of financial markets
investment banking, primary and secondary markets, security exchanges, US markets, and international markets. Financial instruments; 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 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
The science and art of forecasting, modeling and optimization
Corporate Financial Performance Analysis - A Quick Refresher
Financial Statements and Financial Ratio Analysis
Present of Future Value of Investments
Financial Models, Design, Functions and Applications
Modeling Processes, Best Practices and Pitfalls
Hypothesis Testing and Goodness of Fit
Linear Models and Optimization: Discrete Time, Variable vs. Constant Growth
Probabilistic Models: Regression Models, Probability Trees, Monte Carlo Simulations, Markov Chain Models)
Distributions: The Empirical Rule. Discrete, Continuous, Normal, Binomial, and Bernoulli Distributions.
Regression Model: Applications, Regression Coefficients, R-squared and Root Mean Squared Error (RMSE), Fitting Curves to Data, Multiple Regression and Logistic Regression
Modeling Internal and External Investment Projects:
Income Forecasting, Time Horizon, Risks, Qualitative and Quantitative Variables, External and External Variables and Uncertainty
Optimizing Under High Uncertainty, Probability Distributions, Uncertainty and Risk, Sensitivity Analysis and Efficient Frontier
Random Variables, Risk Reduction, and Calculating and Interpreting Correlation Values
Valuations Analysis: M&A accounting. Sources and uses of funds. Goodwill calculation Calculating equity value and enterprise value Non-core items, debt equivalent items, and non-controlling interests The impact of leverage, growth rates, returns and multiples on valuations. Comparables vs. forward multiples. Capital Asset Pricing Model (CAPM). WACC analysis. Cost of debt and equity, beta, risk premium, and capital structure
The Investment Management training 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
Investment management toolkit (management frameworks, decision-models, and checklists)
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 management consulting and experiential coaching for performance improvement
Notes: Role, Purpose and Conflict of Interest
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.
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Last Updated: January 1, 2022.
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