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Investment Management Course (New Course!)
   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:	1 to 2 weeks (1 week seminar + 1 week project)
Course Times:	9:30 AM - 3:30 PM
Course Dates:	Management Training Courses Calendar
Course Fees:	$39,999
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.
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

Course Audience 

• 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

  Training Prerequisites

• Knowledge of basic finance concepts

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

Course Objectives 

• Provide 360 degree view of the investment management function to identify potential blind spots and improvement areas

• Provide an understanding of the modern 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

Training Focus

• Develop the core investment management skills and competencies. The core competencies include securities valuation and analysis, investment strategies, investment risk management, hedging, portfolio analysis, asset allocation and diversification

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

Key Concepts

• Top Investment Questions. CIO  Challenges. Financial Markets. Financial Instruments. Alternative Investments. Key Investment Strategies and Styles. Key investment Criteria. Investment Risk Management. Investments Valuation. Investment Ratios. Common Investment Mistakes.

Training Course Customization Subjects 

• CIO's top challenges

• An overview of the fundamentals of financial instruments; risk and reward performance, US government T-bills, TIPs, government bonds, corporate bonds, municipal bonds, money markets, preferred and common stocks, warrants, options, futures and other derivative securities

• A quick overview of financial markets; money markets, investment banking, primary and secondary markets, security exchanges, US markets, and international markets

• An overview of investment management principles and policies; asset classes, types of investment securities; security analysis, risk, return, nominal and real returns, assets pricing (security valuation) and transaction costs 

• Public equities financial statements quick overview, financial performance analysis (financial metrics analysis) and private equities comparable

• Designing, planning, monitoring and rebalancing an investment portfolio  
  • Investment goals, objectives, strategy and policy statements of an investment portfolio
  • Macroeconomics impact on multi-asset investment management and portfolio design and rebalancing
  • Factor investing (quality, yield, volatility, value, growth, momentum and size)
  • Comparing short-term, intermediate-term, and long-term investment strategies
  • Macro vs. technical vs. fundamental vs. quantemental vs. macro-quant-mental investing
  • Compare active investing vs. passive index investing
  • Choice of risk / reward level; aggressive vs. balanced vs. conservative investment goals and styles
  • How conflicting goals and styles lead to suboptimal performance
  • Asset allocation mix and diversification
  • When to buy, when to hold and when to sell an asset
  • Portfolio diversification best practices
  • Portfolio risk management
  • Portfolio risk analysis metrics (alpha, beta, R-squared, standard deviation, and Sharpe ratio)
  • Beta vs. smart beta vs. alpha investing
• Investing in bonds, stocks, and commodity exchange-traded funds (ETFs)
• Hedge fund strategies and when they work and why they underperform
• Using futures and options in a portfolio
• Precious metals, gold's role in a portfolio
• Bitcoin and crypto assets risk, reward, and role in a portfolio
• REITs and Real estate's role in a portfolio

Courseware Content (Customized)

The Investment Management training 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. Investment management toolkit (management frameworks, decision-models, and checklists)

5. Experiential work-based assessment project

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

Training Course Registration

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

Training Course Registration