Executive Education: Management Training Courses, Seminars, Classes & Workshops in USA: Las Vegas, Los Angeles, San Francisco, Seattle, Chicago, New York, Miami, Houston, and Washington, DC.

Professional Management Training
Courses. Classes. Workshops.

Investment Management Course (Top PM Course!)
Portfolio Management Best Practices

Training Methods:	Action Learning Seminar and Workshop
Course Venue:	USA West (Jan to Dec): Las Vegas. Los Angeles. San Diego. San Francisco. Seattle. USA East (Jan to Dec): Chicago. Dallas. Houston. New York (NYC). Washington, DC. Miami. Canada (May to Nov): Vancouver. Toronto. Montreal Europe (May to Nov): Amsterdam. Barcelona. Dublin. Frankfurt. Geneva. London. Madrid. Milan. Paris. Rome. Vienna. Warsaw. Zurich. Ask for on-demand and unlisted training venues.
Course Duration:	2 Week(~ 50% seminar + 50% experiential project)
Course Times:	9:30 AM - 3:30 PM
Course Dates:	Management Training Courses Calendar Ask for on-demand and unlisted training dates..
Course Fees:	$39,997
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 Delivery:	Classroom (In-Person) and On-site (Group) Courses. Available on client site for groups of 5 or more delegates. Contact us for customization of training topics and duration or one-to-one coaching.
Course Advantage:	Client Testimonials. Training Excellence. CEO Club
Course Registration:	Apply

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
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 framework, decision-making models and toolsto 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 the key aspects of investment management decision-making and best practices, 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 macro-economics or statistics, but is not designed to make you an economist, or a statistician. 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% seminar and 50-75% experiential discussion and 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, 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

Courseware Content (Customized)

The training courseware includes the following:

Participant's coursework and assessment project 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, checklists, etc.)
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

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.

Training Course Registration

Investment Management Training Course