Additional Training

Portfolio Management Lab

Spanning an intense two and a half day weekend, the Portfolio Management Lab provides specific training on how to build a successful money/portfolio management practice in today’s marketplace. Includes detailed instruction and discussion on analysis systems, marketing and networking methodologies for increasing your distribution channels and new client and advisor expectations for portfolio managers.

Day One
  • Becoming a Boutique Giant
Day Two
    • New Rules of Portfolio Management
    • Zero-cost Marketing for Portfolio Managers
    • Forward-looking Due Diligence Concepts
    • Seeing Around Corners
Day Three
    • Combining Classic & Quantitative Analysis
    • Using Complexity Science to Manage Money and Your Practice
    • Determining Your Gameplan