Finance training (portfolio management) in Brussels

A brochure shows a man in a suit shaking hands with another person. The text reads: "Sagora... Navigate the choppy waters of the financial markets", "Summer School on portfolio management", as well as the URL of a website at the bottom of the page: www.sagora.eu.

Introduction

Discover our portfolio management training programme. An enriching experience during which you will explore diversification, asset allocation and risk management strategies to achieve your financial objectives in a context of high volatility in the financial markets. Join us to gain the knowledge and confidence you need to invest wisely and optimally.

Public

This training is aimed at anyone who wants to learn the fundamentals of portfolio management, regardless of their personal objectives. Whether you plan to manage your investments independently or work more closely with your financial adviser, whether you are new to the financial markets or already familiar with them, this programme will provide you with the essential tools to make informed investment decisions.

Programme Content

A man in a suit windsurfing on a board labelled "Sagora" on turbulent waters with financial market graphs, symbolising the difficulties of portfolio management. The background shows fluctuating bar charts and a blue sky. The French text reads as follows "Navigate serenely through the turbulent waters of the financial markets".

1 - Introduction to portfolio management

Personal Financial Objectives

Defining your financial objectives
Assessing your risk tolerance

Classic investment approach

Investment in equities
Bonds and other fixed-income securities
Commodities and gold
Investment funds and real estate
Index funds and ETFs

Part 2 Investment strategies

The basic principle of diversification

Introduction to asset allocation
The importance of asset diversification
Importance of time diversification

Investing in a Risky But Profitable Environment

Relationship between expected return and risk
Importance of extreme events and their management
Importance of the time horizon

Active vs Passive Management

Differences in performance and costs
Advantages and disadvantages of each approach
Decoding an investment fund prospectus (KIID) and
understanding the pitfalls
Practical application: the Madoff case study

Part 3: Portfolio management practices

The lessons of the Wall Street monkey and efficient markets

Understanding the efficiency of financial markets
The market cannot always be beaten
Implications for portfolio management

Building Your Portfolio

Steps to building a balanced portfolio
Selecting investments according to objectives

Measuring Performance

Calculating returns
Evaluating performance against objectives

Part 4: Tax implications of wealth management choices

In our complex and not always logical tax system, every choice made in the area of wealth management has significant tax consequences. Investing in shares or bonds, in Belgian or foreign securities, in various types of collective investment, gives rise to sometimes unforeseen effects. Tax on securities accounts must be included in the calculation of tax costs.

The same applies, in an incredibly more complex way, to the possible effects of the Cayman tax, which is applicable much more quickly than is generally believed.

2025…

Brussels or Luxembourg?

17 and 18 March in Brussels
22 and 23 May in Luxembourg

Training Objectives

Our programme aims to equip you with the skills you need to manage your private investment portfolio effectively and consciously. When completing the training you will be able to:

Optimally diversify your investments in financial assets based on your risk tolerance.
Avoid cognitive bias when making investment decisions.
Understand economic and financial events and assess the impact they will have on your portfolio.
Regularly assess the performance of your portfolio and review the costs associated with your investments.

Understand extreme events and incorporate their impact into your investment strategy.
Spot fraudulent schemes and avoid financial pitfalls.
Develop a robust investment plan based on your objectives and investment horizon.
Ask your bank advisor the right questions to ensure that your investments are managed efficiently.

"This portfolio management training teaches participants the essential principles of investment choice. By exploring various investment strategies adapted to turbulent financial markets, participants will be equipped to make informed decisions to optimise their portfolios in line with their short - and long-term financial objectives."
- Mathias SCHMIT, Professor of Finance and creator of the programme

Professor

Our teaching team has a wealth of high-calibre teachers with invaluable areas of expertise - which they share with enthusiasm and dynamism through our training courses. Mathias Schmit, professor of finance at the Solvay Brussels School and founder of Sagora, and Typhanie Afschrift, tax litigator, negotiator and professor at the Solvay Brussels School of the Université libre de Bruxelles, will be the speakers on this portfolio management course.

Professor and founder

Tax lawyer

Practical Details

When? The next edition will take place on 17 and 18 March 2025 in Brussels and on 22 and 23 May 2025 in Luxembourg.

How do we do it? Classes will run from 9am to 5pm, with a lunch break of 1 hour.

By whom? The course will be presented by professors Mathias Schmit and Typhanie Afschrift. above.

Who is it for? The courses are limited to 20 participants in order to guarantee the quality of interaction with the teachers.

Where? The course will be held in Brussels at Cercle Royal Gaullois (Rue de la Loi 5, 1000 Brussels).

Price ? The price for the two days of training, course materials, lunch and coffee breaks is €1,200 excluding VAT per participant.

Registration

To register for our Portfolio Management course, please click on the button below and complete the application form. Please note that your registration will only be confirmed once we have received written confirmation from one of our Sagora members.

FAQ

Why choose Sagora?

When you choose Sagora, you benefit from all the skills of our top-level teachers, their teaching methods and their methodology.
The guarantee that you will learn financial management within a coherent and comprehensive teaching framework, in which the fundamental issues and main financial objectives are covered, so that you can integrate what you learn more effectively into your day-to-day professional life. You will also have the opportunity to study real-life business cases, so that you will be well equipped to progress in your career, whatever the professional context you encounter.

What level of knowledge is expected of me?

The programme is designed for anyone with a keen interest in making and managing their own investments. No prior knowledge is required. We'll be sure to share any reading material that will help you prepare and get you in the right frame of mind well in advance of the course.

Will the training be face-to-face?

Yes, the course will be held exclusively face-to-face at the Memlinc Palace Hotêl in Knokke-le-Zoute.

Do I need to bring anything to the course?

All you need to take this course is a keen interest and curiosity to explore the subject.

For any other questions, please contact us !

Portfolio Management

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