Wall Street Investment Management
Education
Investment Management Course (Day 6)
Course
Prerequisite:
Course Topics:
- Introduction to Management
- Introduction to Investment Management
- Investment Types and Markets
- Designing, Planning and Monitoring an Investment Portfolio
- Investment Goals, Objectives, Strategy and Policy Statements
- Investment Portfolio Goals and Costs
- Aggressive vs. Conservative Investment Goals and Styles
- Conflicting Goals Leading to Suboptimal Performance
- Choice of Risk / Reward Level
- Asset Allocation - Your Asset Mix
- Building an Investment Fund
- Core vs. Noncore Investments
- How Many Investments Should You Have?
- Retirement Plans 401(k) & 403(b) Plans
- Individual Retirement Accounts (Traditional IRA, IRA,
SEP IRA)
- Tax-based Investment Decisions
- The Best Investments for Tax-Deferred Accounts
- The Best Investments for Taxable Accounts
- Short-Term, Intermediate-Term, and Long term Investment
Strategies
- Monitoring Investment Portfolios
- When to Buy and Sell an Asset
- Rebalancing Your Portfolio
- Closed-End Funds, Hedge Funds, and UITs
- Exchange-Traded Funds (ETF)
- Using Funds, Bonds, Stocks in Sector Funds in a Portfolio
- Investing in IPOs
- Gold's Role in a Portfolio
- Real Estate's Role in a Portfolio
- Futures and Options
- Short Selling
- Income Alternatives for Retirees
- Investment Theories
- Efficient Market Theory
- Modern Portfolio Theory
- Asset Allocation
- Diversifying with Foreign Stocks
- Valuation Methods
- Dividends
- Measuring Mutual Fund Manager Skill
- The Small-Company Advantage: Fact or Fiction?
- Investment Risk Management
- Fraud and Governance Infrastructure Considerations
- What are the Key Investment Lessons from Bernie Madoff,
Enron and Other Wall Street Scandals?
- What are the Key Investment Lessons from Historical Asset
Bubbles and Bursts?
- What are the Key Investment Lessons from the Financial
Crisis of 2007-2009?
- What are the Key Investment Lessons from Sovereign and
Private Debt Defaults?
- What are the Key Investment Lessons from Natural Disasters
and Geopolitical Events?
- What are the Key Investment Lessons from Energy Trading
Debacles?
- Due Diligence: Mitigation of Business Risk via Background Checks and
Verification
of Track Records
- Behavioral Finance: Investment Psychology and Investor's
Pitfalls
- Investment Management: Trade Journal and Objective Trading
Checklist
- Investment Strategies:
- Lessons from the World's Most Successful Investors: Their Investment
Strategies, Insights and Success Factors:
- Covered Investment Gurus
- Benjamin Graham, Philip Fisher, Warren Buffett, Peter Lynch,
Charlie Munger, Bill Miller, Marty Whitman, Bill Nygren, Ralph
Wanger, Bill Ruane, John Paulson
Course Features
- Course Duration: 1 Day
- Course Venue: Las Vegas, USA (Other venues: travel fees apply)
- Course Method: Seminar, Case Studies and Workshop
- Course Fees: $2,000 per person
- Group Discounts: (2 people: $1,800 per person. Three
or more people: $1,600 per person)
2011 Course Calendar
- Course Dates: Sep 10. Oct 8. Nov 12. Dec 10
Course Registration
To register for the course, please email us at:
- contact (at) wallstreetacademy.org
Wall Street Investment Management Program
Modular Wall Street Courses
- Stock Investing Course (Day 1)
Stock investing strategy, best practices and risk
management
- Bond Investing Course (Day 2)
Bond investing strategy, best practices and risk management
- Fund Investing Course
(Day 3)
Fund investing strategy, best practices and risk
management
- Commodity Investing Course
(Day 4)
Commodity investing strategy, best practices and risk
management
- Forex Investing Course
(Day 5)
Forex investing strategy, best practices and risk
management
- Investment Management Course (Day 6)
Investment management strategy, best practices and portfolio
risk management
Investment Program Brochure
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Wall Street
Academy
Investing
Courses

Wall Street
Investment
Courses

Stocks
Investing
Course

Bonds
Investing
Course

Mutual Funds
Investing
Course

Commodities
Investing
Course

Forex
Investing
Course

Investment
Management
Course
|