Cohort II
Dates
Jul 11, 2026 - Aug 16, 2026
SKILLS LEARNED
Discover Your Toolkit
Key topics and competencies students will acquire and develop during their learning journey.
Investment Advisory Communication
You will gain experience in providing investment advisory services to clients., enhancing your ability to communicate complex financial concepts clearly and comprehensibly. You will learn to tailor investment recommendations to align with clients' specific objectives, risk tolerance, and the prevailing market conditions.
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Value Investing Opportunity Identification
Partner with your Portfolio Manager (PM) to unearth valuable opportunities through astute value investing. You will delve into financial statements, discern trends, and propose investments aligned with this strategy. You will be scrutinizing company health, assessing intrinsic value, and refining investment propositions.
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Quantitative Portfolio Optimization
You will have to optimize a boutique quantitative fund's portfolio within constraints, allocating $1M across ten US equities. This entails applying quantitative techniques, analyzing historical data, and presenting a balanced portfolio that maximizes gains while minimizing risk.
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