Monaco, May 30th, 2022
Investment Industry Education Offering

We are delighted to announce our latest collaboration with the CFA Institute for 3 of our training offerings. Starting at the end of June and culminating on 7th July, these 3 popular training sprints are designed to get quality upskilling in a short 3 hour timeframe. Participants will be able to choose between a morning or afternoon session depending on their schedule.
Please see below for details and schedule:


Improve Your Investment Hypothesis With Storytelling
30th June / AM: 10h00-13h00 CET / PM: 16h00-19h00 CET / Virtual
Lecturer: Dr. Matthias Strolz
This unique training sprint shows investors how they are able to build a narrative by connecting pieces of evidence to an investment hypothesis. And by doing so bring a refreshingly new perspective on advancing the quality of an investment hypothesis.
Info & Booking


Strategic Business Development in Finance
1st July / AM: 10h00-13h00 CET / PM: 16h00-19h00 CET / Virtual
Lecturer: Luca Signoretti
At the end of the day your success in business is defined by your clients. Their choice to work with you can be significantly influenced by simple behavioral rules, and knowing how to leverage them gives you a competitive edge in growing your business. In this training sprint you will learn how to fully understand your client’s mindset, behaviors and expectations to better satisfy their needs. The value and insight gained from this sprint cannot be underestimated.
Info & Booking


Configure High Performance Investment Committees
7th July / AM time: 10h00-13h00 CET / PM time: 16h00-19h00 CET / Virtual
Lecturer: Dr. Markus Schuller
Learning how to configure an investment committee to achieve the most evidence-based decisions is an art form. All too often they get exposed to group biases, conflicts and formalities, leading to suboptimal investment decisions. In this sprint we explore best practices that allow your team to focus better, enabling them to master challenges, setbacks and crises ahead of the field. A crucial advantage.
Info & Booking


These training offerings are designed for investment professionals of various profiles, such as portfolio managers, risk managers, analysts and private bankers that rely on rational decisions to succeed. It is ideal for participants with a knowledge of the fundamentals of asset allocation theory, behavioral finance and artificial intelligence-based methods in investment management.