Instructor Led Investors Training - Training Resources

How to Anticipate changes in the Investment Environment ..., the more everyone will learn. Two or three professional investors (and/ or mentoring students) will participate in all workshops. Classes vary from one to twelve students, and usually run about one hour and fifteen minutes. Headsets are highly recommended. a) Learning how to recognize and to deal with the three (long-term) cycles that impact investment portfolios; b) Formulating  more...

How to Minimize Investment Risk ..., the more everyone will learn. Two or three professional investors (and/ or mentoring students) will participate in all workshops. Classes vary from one to twelve students, and usually run about one hour and fifteen minutes. Headsets are highly recommended. a) Understanding the purpose/ use of Asset Allocation; b) Developing appropriate security selection criteria; c) Establish  more...

How to Develop an Investment Plan ..., the more everyone will learn. Two or three professional investors (and/ or mentoring students) will participate in all workshops. Classes vary from one to twelve students, and usually run about one hour and fifteen minutes. Headsets are highly recommended. Here's the meeting outline. Workshop #1: How to Develop an Investment Plan: a) Identifying personal financial goals, objectives,  more...

Structured Products Design Pricing and Implementation Course Outline A comprehensive seminar on the design, use and pricing of structured products. This course explains how the products are constructed, hedged and applied in live situations. Practical workshops illustrate the details of product design and use. They provide participants with the confidence that stems from a solid understanding of the current frameworks for pricing and applying  more...

Risk Management and Modelling Course Outline This course develops a set of tools essential for the accurate management of the wide range of risks encountered in capital markets. Techniques are applied cumulatively in a sequence of workshops that include Value at Risk and its limitations, practical uses of Monte Carlo simulations and the Merton and Gaussian approaches for estimation of probabilities. Who The Course is For  more...

Equity Derivatives Valuation and Management ...Fixed Income Professionals & Sales People, Fund Managers, Investors, Middle Office Managers, Senior Managers, Quantitative Analysts, Structured Products Desks, Researchers, Financial Engineers, Compliance Staff, Auditors, Dealing Room Staff, Systems Developers, Product Controllers, Loan Portfolio Managers, Credit Analysis, Credit Risk Managers Prior Knowledge A basic understanding of the  more...

Behavioural Finance and Equity Investment Strategies ...es (1) the behavioural strategies that amateur and expert investors rely upon to make decisions, (2) the structure and speculative dynamics of returns in world equity markets (from a psychological perspective), and (3) the practical implications of behavioural finance. The course includes a discussion of common psychological errors such as wishful thinking, extrapolation bias, tunnel vision,  more...

Modern Credit Derivatives ... the aftermath of recent volatility * How firms and investors are using credit derivatives to profit from turmoil in the credit markets and to mitigate their ongoing risks * Lessons learned for both the sell and buy sides in the credit markets * How the credit derivative markets and regulation are changing as a result * Exploration of how a similar crisis might occur again  more...

CEO and Entrepreneur Boot Camp ...so generated over $1 Billion in shareholder value for his investors -- just while at those companies. This strategic-level management training and entrepreneurship boot camp will turn entrepreneurs into more successful CEOs. It will raise the performance and success levels of any senior executive, to the world-class level. You'll master over a dozen systems, crossing all the major business  more...

The Fundamentals of Private Equity and Venture Capital - San Francisco April 2010 San Francisco: 27-29 April2010 This 3-day course covers all the core fundamentals and provides focus on institutions and private investors in building and managing private equity in their portfolios. Our course is highly practical and interactive, involving: case studies, group work, exercises and presentations, designed to ensure you and your colleagues at all levels are fully equipped to  more...

The Fundamentals of Private Equity and Venture Capital - New York May 2010 New York: 10-12 May 2010 This 3-day course covers all the core fundamentals and provides focus on institutions and private investors in building and managing private equity in their portfolios. Our course is highly practical and interactive, involving: case studies, group work, exercises and presentations, designed to ensure you and your colleagues at all levels are fully equipped to fulfil  more...

The Fundamentals of Private Equity and Venture Capital - New York Feb 2010 New York: 23-25 February 2010 This 3-day course covers all the core fundamentals and provides focus on institutions and private investors in building and managing private equity in their portfolios. Our course is highly practical and interactive, involving: case studies, group work, exercises and presentations, designed to ensure you and your colleagues at all levels are fully equipped to  more...

Private Equity 101 - The Fundamentals of PE VC - Zurich ...ndamentals and provides focus on institutions and private investors in building and managing private equity in their portfolios. Our course is highly practical and interactive, involving: case studies, group work, exercises and presentations, designed to ensure you and your colleagues at all levels are fully equipped to fulfil their responsibilities. Our trainer Garry Sharp has 22 yearsa  more...

Private Equity 101 - The Fundamentals of PE VC - London ...ndamentals and provides focus on institutions and private investors in building and managing private equity in their portfolios. Our course is highly practical and interactive, involving: case studies, group work, exercises and presentations, designed to ensure you and your colleagues at all levels are fully equipped to fulfil their responsibilities. Our trainer Garry Sharp has 22 yearsa  more...

FINANCNIAL MODELLING TRAINING - FORECASTING FINANCIALS IN AN EXCEL MODEL - THREE DAYS ...accruing to different parties a Key drivers for equity investors a The impact of loan stock & preference shares a The impact of mezzanine a Iterating to optimise rewards to key participants Case study: delegates iterate with a a back of the envelopea deal structure to optimise returns Session 13: more advanced modelling topics a Modelling revolving credit facilities and  more...

Excel Financial Modelling This 2-day course is directed at experienced Excel users who want to take their spreadsheets to a new level. You will learn how to create robust and professional models utilizing Excel functionality that most Excel users do not know how to use. It builds the foundation for building strong financial models. It will cover practical application of excel's features used to solve real world cases  more...

Credit Derivatives and Hedge Funds This course is aimed at prime brokerage staff, hedge funds and fund of funds, institutional investors and others wishing to gain a thorough understanding of credit derivatives as they are used by hedge funds. The course will test knowledge on a continuous basis by use of realistic scenarios.  more...

Executive presentation/media coaching Learn how to create, organize, and deliver an impactful presentation to a target audience. Coaching is offered in English, French, Spanish. One-on-one and group programs for executives. (Specializing in CEO and management team presentations to investors, the Board, media, for M&A, analysts, etc.)  more...