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Investment Management Training: Investment Management Courses and Investment Management Seminars and CIO MasterClasses  in USA and Europe. 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

Investment Management Training: Investment Management Courses and Investment Management Seminars and CIO MasterClasses  in USA and Europe. 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

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

  • Knowledge of basic finance concepts

  • Note: 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 MasterClasses  in USA and Europe. 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

Investment Management Training: Investment Management Courses and Investment Management Seminars and CIO MasterClasses  in USA and Europe. 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

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 MasterClasses  in USA and Europe. 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.

Investment Management Training: Investment Management Courses and Investment Management Seminars and CIO MasterClasses  in USA and Europe. 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

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

The Investment Management training 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 MasterClasses  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 Management Training: Investment Management Courses and Investment Management Seminars and CIO MasterClasses  in USA and Europe. Customization

  • The course reviews the applications, benefits, and limitations of various investment analysis tools, such as financial, behavioral, economic and technical analysis tools, but is not designed to make 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.

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. 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 MasterClasses  in USA and Europe. Training Course Registration

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

 

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