Training for investors and family offices
Whether you manage your personal wealth, a family portfolio or the assets of a family office, the difficulty is not finding opportunities: it is structuring a coherent allocation, measuring a risk and maintaining investment discipline over time. Sagora trains you in that discipline, not in intuition.
What you want to solve
- —Compare two investment opportunities with a repeatable method rather than by feel
- —Build a diversified allocation aligned with my horizon and my risk tolerance
- —Assess a target (unlisted SME, scale-up, real estate project) without relying on the pitch deck
What you walk away with
- ✓A strategic allocation framework grounded in modern portfolio theory, and its disciplined implementation over time, tailored to real wealth, not to an institutional benchmark
- ✓Discounted cash flows (DCF) and a critical reading of multiples, to challenge the valuation put forward by a seller or an advisor
- ✓A risk reading framework (volatility, VaR, correlations) that survives crises
Which Sagora training based on your objective and your time?
The grid below brings together the Sagora wizard's recommendations for your profile, broken down according to your main objective and your availability.
Frequently asked questions
Which Sagora training directly targets investors?
Portfolio Management (3 days) is designed for investor profiles: diversification, risk, allocation. For those who want to go as far as valuing SMEs or M&A targets, Part B (Valuation) is the natural complement.
Do you need institutional experience?
No. The program welcomes experienced individual investors, business angels, family office managers and private banking professionals. The pace adjusts to the actual level through concrete cases.
Does the program cover alternative assets (real estate, private equity)?
The core of the program remains liquid financial assets (equities, bonds, funds), but the valuation and allocation methods apply directly to real estate and private equity. For a dedicated focus, a tailor-made program is better suited.
Want the personalized recommendation?
In less than 2 minutes, the Sagora wizard sends you the brochure tailored to your profile, your objective and your availability.
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