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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 or the completion of the Finance Management Course

• 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, improvement areas and best practices in each area

• 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

• Although the course covers almost every key aspect of investment management decision, it is not designed to make you an expert on any single sub-field. For example, the course reviews the applications, the 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 specific topic, please indicate that in the course registration form.

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, and asset allocation

Training Model

• Experiential action learning

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

• The development and evaluation of management skills are based on KASAC training model

Key Concepts

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

Training Course Customization Subjects 

• CIO's top challenges

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

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

• An overview of investment management principles; financial statements quick overview, financial performance analysis (ratio analysis), and assets pricing (security valuation)., types of investment securities; security market operations; investment policies; security analysis, risk, return, nominal and real returns, and transaction costs 

• Designing, planning, monitoring and rebalancing an investment portfolio  
  • Investment goals, objectives, strategy and policy statements of an investment portfolio
  • Comparing short-term, intermediate-term, and long-term investment strategies
  • Compare active investing with passive index investing
  • Choice of risk / reward level; aggressive vs. balanced vs. conservative investment goals and styles
  • Conflicting goals leading to suboptimal performance
  • Asset allocation mix
  • Core vs. non-core investments
  • When to buy, when to hold and when to sell an asset
  • Portfolio diversification best practices
  • Portfolio analysis
• Investing in exchange-traded funds (ETFs), mutual funds, bonds, stocks, commodities
• Using futures and options in a portfolio
• Gold's role in a portfolio
• Real estate's role in a portfolio

Courseware Content (Customized)

The training courseware includes the following:

1. Participant's coursework and assessment project guide

2. Subject matter book(s)

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, checklists, etc.)

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