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Investment Management Training: Investment Management Courses and Investment Management Seminars and CIO Master Classes  in USA and Europe. Investment Analysis Seminar
   Investment Analysis Best Practices

Training Model: Action Learning Seminar and Workshop
Seminar 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.
Seminar Duration: 1 week (2-day seminar + 3-day project)
Seminar Times: 9:30 AM - 3:30 PM
Seminar Dates: Executive Education Courses Calendar
Seminar Fees:  $9,999
Group Discounts:  5% for 2 delegates. 10% for 3 or more delegates. Government and non-profit delegates receive up to 15% discount for 4 or more delegates. Discounts are 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.
Seminar Advantage: Client Testimonials. Training Excellence. CEO Club

Investment Management Training: Investment Management Courses and Investment Management Seminars and CIO Master Classes  in USA and Europe. Seminar Audience 

  • Investment fund governance and supervisory team, including investment companies' board of directors, fund commissioners, and oversight board members who wish to understand the terminology, concepts, principles, and best practices of CIOs and asset managers. This course will help them to better understand the functions of investment managers, investment policy and oversight. 

  • New investment analysts who wish to develop the skills to become investment managers or supervisors

  • New HNWI, UHNWI, and Family office members who wish to understand and manage investment managers

Investment Management Training: Investment Management Courses and Investment Management Seminars and CIO Master Classes  in USA and Europe.  Training Prerequisites

  • The course is designed for working professionals. We do not accept students seeking initial employment, postsecondary education, or initial licensing programs

Investment Management Training: Investment Management Courses and Investment Management Seminars and CIO Master Classes  in USA and Europe. Seminar Objectives 

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

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

  • Learn how CIOs and investment managers plan, design, rebalance, and report on their investment portfolios

Investment Management Training: Investment Management Courses and Investment Management Seminars and CIO Master Classes  in USA and Europe. Training Focus

  • Develop an understanding of the principles of asset allocation, securities valuation and analysis, investment strategies, investment risk management frameworks, and portfolio analysis and reporting

Management Accounting Course - Managerial Accounting Course in Las Vegas, USA Training Model

  • Experiential action learning

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

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

Investment Management Training: Investment Management Courses and Investment Management Seminars and CIO Master Classes  in USA and Europe. Key Concepts

  • Financial Markets. Financial Instruments. Investment Strategies. Investment Criteria. Investment Risk. Investments Valuation. Investment Portfolio Models. Common Investment Mistakes.

Investment Management Training: Investment Management Courses and Investment Management Seminars and CIO Master Classes  in USA and Europe. Training Seminar Customization Subjects 

  • A quick overview of the fundamentals of financial instruments; risk and reward performance, US government T-bills, TIPs, government bonds, corporate bonds, municipal bonds, money market funds, 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, and US and international markets

  • A quick overview of public equities financial statements, financial performance analysis (financial metrics analysis) and private equities valuation comparable

  • A detailed overview of investment management principles and policies; asset classes, types of investment securities; security analysis, risk, return, and asset pricing (security valuation) and transaction costs 

  • Designing, planning, rebalancing and reporting of investment portfolios  
    • Investment goals, objectives, strategy and policy statements of an investment portfolio
    • Risk Profiles: A choice of risk / reward level; aggressive vs. balanced vs. conservative investment goals and styles
    • Portfolio risk analysis metrics (alpha, beta, R-squared, standard deviation, and Sharpe ratio)
    • Macroeconomics impact on multi-asset investment management and portfolio design and rebalancing
    • Factor investing (quality, yield, volatility, value, growth, momentum and size)
    • Macro vs. technical vs. fundamental investing
    • Active investing vs. passive index investing
    • Beta vs. smart beta vs. alpha investing
    • How conflicting goals and styles lead to suboptimal performance
    • Asset allocation mix, diversification and risk management best practices
  • Investing in real estate, bonds, stocks, precious metals, and commodities using exchange-traded funds (ETFs)

Investment Management Training: Investment Management Courses and Investment Management Seminars and CIO Master Classes  in USA and Europe. Courseware Content (Customized)

The Investment Analysis Best Practices courseware includes the following:

  1. Participant's training guide

  2. Subject matter handbook and lecture notes

  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

Investment Management Training: Investment Management Courses and Investment Management Seminars and CIO Master Classes  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

Investment Training: Strategic Investment Management Courses and Seminars - Investment Strategy Best Practices - Investment Courses in USA and Europe Customization: (What is Not Covered?)

  • The course does not cover government regulations or investment laws. If you require specific review or consulting advice for your fund, please specify that in the registration form

  • Although the course covers the key aspects of investment management decisions, it is not designed to make you an economist, statistician, or market technician. If you require an in-depth customization of a specific topic, please indicate that in the course registration form

Legal Disclaimer and Investment Opinion Notes: Role, Purpose and Conflict of Interest

  • The institute is a think tank and education organization, we provided critical analysis and education of investment management practices. 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. 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.

Investment Management Training: Investment Management Courses and Investment Management Seminars and CIO Master Classes  in USA and Europe. Training Seminar Registration

  • Investment Analysis Best Practices Seminar
  • Accelerated experiential action learning workshop requires seat reservation
Training Seminar Registration

 

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