International Example 3 

Investment Management

Investment management in practice, complex investment strategies

 
Investment Management in Practice
•    The Investment Landscape
       -     Risks in investment management
       -     Capital preservation vs. high-risk returns
•    Lessons from the crisis
       -     What did work in the past?
       -     Liquidity
       -     Risk-adjusted returns
       -     Diversification
       -     Trusted Investment Principles
       -     Active vs. passive investing
•    How to avoid investment mistakes: behavioural finance
       -     Framing
       -     Loss aversion     
       -     Mental accounting
       -     Probability weighing
       -     Reaction to new information
 
Complex Investment Strategies
•    Alternative Asset Management Products
       -     Properties of non-traditional investment products
       -     Return and diversification
•    Hedge Funds
       -     What are hedge funds? Single hedge funds, Fund of hedge funds
       -     Basic styles and strategies
       -     Myth and misconceptions
       -     The case for hedge funds, hedge funds in the asset allocation process
•    Private Equity
       -     What is private equity?
       -     Venture capital, buy-outs
       -     Benefits and risks
       -     Integration in traditional portfolio
•    Family Office
       -     Organisation
       -     Risks and Benefits
       -     Case Studies

Lecturer:
Franz Odermatt, Swiss-certified Expert in Finance and Investment, lic.phil I, Partner Odermatt Wealth Management and Crossbow Partners, Baar
Duration: 180 minutes, can be extended up to two days.
 
These units can be performed either in China or in Switzerland, depending on duration.