Tracks
Are you new to investing and looking to gain valuable wealth management skills? Or do you have more experience and want to expand your knowledge of more complex topics? Select either the introductory or continuation tracks when registering, as these will determine the topics for your workshops throughout the day. Professionals from different asset classes teach all workshops.
Panel + Q&A
The closing panel will be a diverse conversation between a selected group of five industry experts. It will synthesize the previous workshops and offer valuable insight into the interactions between asset management disciplines.
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Workshop #1: Introduction to Investments- why do we invest, concepts of investing, risk and return, inflation, diversification, supply and demand.
Workshop #2: Industry Professions- an insight into professions in the investment business. Learn about the possible jobs in equities, fixed income, venture capital, real estate, private wealth and endowment/foundation management.
Workshop #3: International Investment Strategies- insight into the global markets from the perspective of an international portfolio manager. Learn about varying metrics and global perspectives.
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Workshop #1: Capital Markets & Banking- learn the intricate works of financial markets and institutions. Understand key financial services such as investment banking, lending, equity sales and trading, research and consulting.
Workshop #2: Equity Research and Risk Evaluations- insight into various research methods and statistic-based evaluations of companies, their risks, and outlooks.
Workshop #3: Portfolio Management- in-depth valuation activity, breaking down 10ks, and financial statements.