PRIVATE WEALTH MANAGEMENT

EXECUTIVE PROGRAM

ON-LINE

Content Overview

Class 1: Main Lessons from Modern Portfolio Theory - Time 1:23':40''

 

  • Risk x Reward and Risk Aversion

  • Mean-variance optimization and the efficient frontier 

  • Portfolio diversification and covariance

  • Asset Pricing Models: CAPM, APT, Factor models

  • The Capital Market and Securities Market Lines 

  • Alpha, Beta, and Sharpe Ratio 

  • Constructing an efficient portfolio of bonds, equities and a risk-free asset 

  • Building efficient portfolios using mutual funds and ETFs 

  • The 60-40 portfolio 

Class 2: Top Down Approach to Asset Allocation - Time 1:05':06'' 

  • Global macro and financial outlook 

  • Main financial variables and valuation

  • Correlations

  • Asset allocation and portfolio balancing 

  • Lessons from Behavioral Finance 

WHO SHOULD ATTEND

  • Wealth Advisors

  • Financial Advisors

  • Portfolio Managers

  • Chief Investments Officer

  • Financial Advisor, Financial Broker, Financial Consultant

  • Investment Advisor, Investment Broker

  • Family Office Professional

  • Private Bankers

  • Private Investors and HNWI

  • Family Business Owners

PROGRAM

OPEN ENROLLMENT

You can enroll anytime from anywhere.

DURATION

MODULE 1: 1:23':40''

MODULE 2: 1:05':06''​

PROGRAM FORMAT

100% ONLINE

TUITIONUSD 150

Contact

Thank you!