Think Tank Master Class
Uncommon Knowledge. Uncommon Results
How To Beat Wall Street - A Consultative Workshop
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Training Model: |
Experiential Executive Action-Learning Seminar and Workshop |
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Venue: |
USA West: Las Vegas. Los Angeles. San Francisco. San Diego. Seattle. Portland.
USA East: Chicago. Houston. Dallas. Miami. New York. Washington, DC. Canada: Vancouver, BC. Europe: London. Amsterdam. Lisbon. Barcelona. Madrid. Dublin. Frankfurt. Munich. Paris. Nice. Como. Rome. Milan. Vienna. Warsaw. Zurich. Geneva. Athens. Asia Pacific: Bangkok. Singapore. Tokyo. Sydney. Kuala Lumpur. Bali Ask for on-demand and unlisted course venues and dates. |
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Duration: |
3 Days (2-day seminar + 1-day project) |
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Times: |
9:30 AM - 3:30 PM |
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Dates: |
On Demand |
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Fees: |
$1M |
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Group Discounts: |
5% for 2 delegates. 10% for 3 or more delegates. Non-profit delegates receive up to 15% discount for 4 or more delegates. Discounts are valid only for Las Vegas venue. |
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Program Options: |
Available on client site for a group of 5 or more delegates.
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Course Advisor |
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Course Advantage: |
Chief Investment Officers (CIOs) and their teams, including institutional investors, sovereign wealth funds (SWF), pension funds, insurance companies, hedge fund managers, endowment funds, university funds, registered investment advisors (RIAs), asset managers, mutual funds managers, family offices, UHNWI and HNWI
Training Prerequisites
The course is designed for institutional investors with more than $100M assets under management (AUM). We do not accept students seeking initial employment, postsecondary education, or initial licensing programs
Course attendees are required to sign non-disclosure and non-compete (re-sale) agreements of any proprietary trade secrets shared during the training. No phones or recording devices are allowed into the workshop
Course Objectives
Conduct 360-degree view of the investment management function to identify potential blind spots, improvement areas and best practices
Offer experiential analysis to understand the CIOs and Investment Managers' decision-making models
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How to optimize optimize an investment management system including macro-quan-mental variables, including portfolio construction and porfilo allocation of multi-asset and multi-strategy portfolios, position sizing, timing mechanism, stop-loss, win/loss ratio, risk management, reward to risk optimization models, and signal to noise.
Explore investing psychology and learn about critical thinking, emotional biases, and most common investment mistakes
Understand the limitations of economic, financial and stock market indicators.
Identify best performing value, growth, quant, and opportunity investment strategies on Wall Street. How do these stock picking and trading models work? How to optimize your portfolio for best risk-return ratio?
Learn strategies of some of the the best performing stock portfolio and how one portfolio managed to beat S&P 500 Index and Wall Street top investment funds while minimizing drawdowns.
Analyze the failed investments of Wall Street gurus and how to avoid the most common investment pitfalls
Training Model
Experiential action learning
Seminar, consultative workship and experiential project
The development of management skills is based on KASAC executive education and management training model
Investment Think Tank - Customization Subjects (Optional)
- Analyzing and comparing Wall Street's top performing investment funds. What are their key investment strategies and decision-making criteria? What are the lessons learned from the successes and failures of top money managers?
- How do so few managers appear to consistently beat the market?
- Why do so many respected money managers and investment funds underperform major market indices? What are the flaws in their investment decision models?
- When does technical analysis work? When it does not work?
- When does fundamental analysis work? When it does not work?
- When does economic analysis work? When it does not work?
- What markets and what assets to invest in the next decade? What are the risks and rewards?
- Why do economic and market forecasts fail? Why do valuation models fail? How can analysts improve forecasting and valuation accuracy?
- What does the future hold in boom or bust cycles?
- Was the financial crisis of 2008 a black swan event? Or was it a predictable event?
- Why did most economists, academics, and intelligence agencies fail to predict the financial crisis? Why did only a few experts manage to foresee the subprime mortgages / housing bubble and its impact on the economy? How accurate are their market forecasts? Can investors rely on their future predictions?
- Do markets move in random patterns? Is it impossible to time the market? When does market timing work and when it does not work? Can market timing methods be improved?
- What is BEV stock analysis model? How to optimize BEV stocks investing system to meet your risk-reward objectives?
- How to accurately assess the risks and rewards of different stock investment types?
- How to optimize portfolio diversification for maximum returns and minimum risks?
- How do capital markets work? How do they impact investment decisions?
- How does monetary policy affect capital flows and asset pricing?
- What are the key investment lessons from Bernie Madoff, Enron, WorldCom and others?
- What are the key investment lessons from historical asset bubbles and busts?
- What are the key investment lessons from historical recessions?
- What are the key investment lessons from the financial crisis of 2008?
- What are the key investment lessons from sovereign and private debt defaults?
- Can investors develop a system of investing and trading that will beat the market over the long term?
- Why, when and how the growth investment strategy succeed and fail?
- Why, when and how the value investment strategy succeed and fail?
- Why, when and how the contrarian investment strategy succeed and fail?
- Why, when and how the trend investment strategy succeed and fail?
- Why, when and how the momentum investment strategy succeed and fail?
- Why, when and how the large-cap stocks investment strategy succeed and fail?
- Why, when and how the mid-cap stocks investment strategy succeed and fail?
- Why, when and how the small-cap stocks investment strategy succeed and fail?
- What is the most optimal asset allocation for the highest possible growth with lowest possible risks?
- How will the rise of activist investors impact the stock market valuations and movements?
- What is the best way to deal with market volatility?
Training Focus
Explore best and worst preforming investment management strategies. The course focuses on best practices and pitfalls in the areas of securities analysis, valuations, investment risk management, market timing, and asset allocation
Legal Disclaimer and Investment Opinion Notes: Role, Purpose and Conflict of Interest
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The institute is a think tank rsearch and education organization, we provided critical analysis and investment management training. Our opinion is incidental to our profession. We do not sell investments and we do not seek outside investments. We do not function as a rating agency. We do not accept compensation from companies for securities review. 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. Global financial markets are dynamic, our anaylsis and forecasts continuously change with major PESTEL events and data. Past peformance ≠ equal future performance.
Courseware Content
The Strategic Investment Management training courseware includes the following:
Subject-matter handbook and lecture notes
Executive summary of the subject matter:
Summary of essential concepts and investment management best practices
Examples and case studies
Experiential work-based assessment project
Performance Evaluation (Optional)
Performance evaluation is optional and 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 experiential coaching for performance improvement
USA, Canada, and Europe Seasonal Programs and Venues:
Public enrollment for executive education programs are open during the following months:
- Winter & Spring Seminars & Programs: December, January, February, March, April, and May in USA and Asia
- Spring & Summer Seminars & Programs: May, June, July, August, September, and October in the USA, Canada, and Europe
- Autumn & Winter Seminars & Programs: September, October, November, and December in USA and Asia
- Group training seminars are available all months in US, Canada, Europe, Asia
For dates or venues that are not listed the public calendar, please contact us
Training Course Registration
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Training Course Registration |
