portfolio & wealth management

While investment strategies may vary considerably, the principles behind sound portfolio management remain constant.  This two day course, delivered by a Chartered Financial Analyst and successful M&A hedge fund manager, offers participants a thorough introduction into the theory, concepts and practical considerations related to portfolio management.  Drawing from almost two decades of industry experience, the instructor will provide numerous real-world examples that help illuminate how portfolios are designed, constructed, managed and hedged.  Participants will also be afforded opportunities to design and test their own portfolio ideas through numerous exercises and case studies.

Duration:  Two days

Program Level:  Basic

Prerequisites:  There are no prerequisites

Equities constitute a significant part of many investment portfolios.  Long-term stock market performance relative to that of bonds suggests that equity investments underpin the growth of diversified investment portfolios.  Managing equity portfolios successfully requires a deep understanding of modern portfolio management techniques as well as a solid and tested approach to valuing stocks.  This two day course offers participants a thorough introduction into the world of equity portfolio management.

The program will begin with a review of modern portfolio theory that will serve as a foundation from which participants will explore various traditional and alternative equity-related strategies.  Participants will also learn about the main approaches to equity valuation and the methods to conduct a thorough evaluation of an equity manager’s performance.

Duration:  Two days

Program Level:  Basic

Prerequisites:  There are no prerequisites

This six–day Wealth Management Suite is designed to provide a detailed review of the real world considerations that are needed to connect all the singular functional areas that comprise personal and business wealth management.   The program opens with an overview of the wealth management industry and description of the major categories of clients.  The second phase of the program helps participants understand the building blocks of a diversified portfolio by exploring various investable markets including equities, fixed income, alternatives, commodities, derivatives and real estate.  The third part of the program explores how investment portfolios are designed, constructed, managed and hedged.  The fourth section focuses on the issues of taxes, concentrated single-asset positions, insurance and estate planning in a global context.  The program concludes with discussions of typical client behavioral biases and how wealth teams are assembled.

Duration:  Six days

Program Level:  Basic

Prerequisites:  There are no prerequisites

This half-day program provides participants with a detailed overview of how mutual funds are structured, managed and distributed to the investing public.

Participants will gain a thorough understanding of the various types of mutual fund products available and also the main regulations that govern the industry today.   The course will be highlighted with a review of some of today’s most popular mutual funds where participants will be able to discuss and analyze issues related to fee structures, share classes, performance and investment strategies.  The course will conclude with a comparison of mutual funds to other types of investment funds available to the public.

Duration:  ½ Day

Program Level:  Basic

Prerequisites:  There are no prerequisites

Over the last 15 years, exchange traded funds (ETFs) have been one of the fastest growing areas of the investment world and today hold over $2 trillion in assets.  Far from being a simple and inexpensive means to gain access to the market for the individual investor, ETFs are used by many sophisticated, institutional practitioners in a wide variety of investment portfolios. This half-day program explains in detail the construction of various types of ETFs and compares their use to other investment vehicles including mutual funds, hedge funds and managed futures.  The course will also highlight how portfolios are both constructed and hedged with these flexible investment vehicles.

Duration:  ½ Day

Program Level:  Basic

Prerequisites:  There are no prerequisites