Executive Education
Think Tank MasterClass

Uncommon Knowledge. Uncommon Results

Investment Management Master Class
Best Investment Management Practices

Training Model:	Experiential Executive Action-Learning Seminar and Workshop
Masterclass 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.
Masterclass Duration:	5 Days (3-day seminar + 2-day project)
Masterclass Times:	9:30 AM - 2:30 PM
Masterclass Dates:	Executive Education Courses Calendar
Masterclass Fees:	$39,999
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. Valid only for Las Vegas venue.
Masterclass Options:	Available on client site for a group of 5 or more delegates. The delivery method of this seminar is in classroom (in-person). If you have a special customization request (topics, duration, location, or delivery methods, including one-to-one coaching, blended learning [hybrid in-person and online learning]), please indicate that in the registration form.
Masterclass Advantage:	Client Testimonials. Education Excellence. CEO Club

Masterclass 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

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

Masterclass 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
30% seminar and 70% experiential project work
The development of management skills is based on KASAC executive education and management training model

Top 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 Masterclass 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, asset 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:

Participant's training guide
Subject matter handbook and lecture notes
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 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 management consulting and experiential coaching for performance improvement

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 and potential pitfalls. 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.

USA, Canada, and Europe Seasonal Programs and Venues:

This executive education program is offered during the following months:

Winter & Spring Seminars & Programs: December, January, February, March, April, and May in USA
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
Group training seminars are available all months in US, Canada, and Europe

Training Masterclass Registration