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Our specialists who are strategists, economists, and traders deliver access to our best thinking to help you achieve your goals. A coordinated team from the global market combining our distinct market insights with rigorous fundamental analysis. The result? Access to a world-class investment program to help you realize your investing goals.

Workshop on Investment Management

Be the one companies turn to for sound investment decision in regards to investment management. You will be exposed to the study of portfolio management, analytics, and global markets. The Investment Management Workshop convenes principals, portfolio managers, and executives to explore the latest industry strategies and best practices. Focused on asset management, business strategy, business development, and investment strategy and execution, the program helps you optimize your strategic edge. You will analyze key industry trends and challenges and return to your firm ready to evaluate and implement innovative investment approaches.

Key Benefits

The program delivers fresh insight into how the investment management industry is evolving—and how those changes could affect your strategies and your business. You will emerge better prepared to navigate the industry landscape, make optimal investments, manage risk, and create value.

At the completion of the program you will  gain strategic insight into all segments of the industry; 

ability to analyze complex challenges and potential solutions more effectively; broaden your range of potential investment and allocation strategies; and expand your personal and professional network:

  • Extend your network by living and working with accomplished investment industry executives from various backgrounds and countries across the globe

  • Build relationships with a diverse group of peers who can provide wide-ranging insights into your business challenges and career decisions

Who Should Attend

  • Executives in investment management organizations—including hedge fund firms, private equity investing firms, pension funds, sovereign wealth funds, endowments, and investment consulting firms

  • Individuals involved in areas related to capital markets, such as corporate finance, brokerage, and mergers and acquisitions

  • General managers or specialists—such as chief investment officers, directors of investments, senior analysts, research directors, risk managers, portfolio managers, investment advisors, wealth managers, and principals

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