Effortlessly sail the troubled waters of financial markets!
Table of contents
Introduction
Discover our portfolio management training programme, a three half-day experience during which you will explore diversification, asset allocation and risk management strategies to achieve your financial objectives in a context of high financial market volatility.
This unique opportunity, organised in the attractive surroundings of Knokke-le-Zoute, will enable you to develop your portfolio management skills while making the most of your holiday. 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
Day 1: Introduction to Portfolio Management
Personal Financial Objectives
- Defining your financial objectives
- Assessing your risk tolerance
Traditional Investment Approaches
- Investment in equities
- Bonds and other fixed-income securities
- Commodities and gold
- Investment and property funds
- Index funds and ETFs
20 August 2024 (FR), 19 August 2024 (EN)
Day 2: Investment Strategies
Basic Principles 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
22 August 2024 (FR), 21 August 2024 (EN)
Day 3: Portfolio Management Practices
The Chimp of Wall Street lessons 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
24 August 2024 (FR), 23 August 2024 (EN)
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."
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. For this portfolio management course, your teacher will be Mathias Schmit, Professor of Finance at Solvay Brussels School and founder of Sagora.
Mathias Schmit
- Professor of Finance and Academic Director at the Solvay Brussels School of Economics and Management (Université Libre de Bruxelles)
- Doctorate in Management Science
- Founder of Sagora, a financial training platform
- Lecturer or former lecturer at INSEAD, TiasNimbas, the Amsterdam Institute of Finance, and the universities of Aix-en-Provence Marseille, Hanoi, Hô-Chi-Minh...
- Director and member of the management boards of several companies
Practical Details
When? The next editions will take place on 20, 22 and 24 August 2024 (FR) and 19, 21 and 23 August 2024 (EN).
How do we do it? Classes will be held during the morning (9am to 12.30pm) of each school day.
By whom? Each morning's course will be presented by Mathias Schmit above.
Who is it for? Training courses are limited to 20 participants in order to guarantee the quality of interaction with the teachers.
Where? The course will be held at Memlinc Palace Hotel in the charming seaside town of Knokke-le-Zoute.
| N° | Module | Professor | Date | Price excl. | Price incl. VAT |
|---|---|---|---|---|---|
| 1 | Portfolio Management (Summer School) - FR | Prof. Mathias SCHMIT | 20-22-24 August 2024 | €1.800 | €2.178 |
| 2 | Portfolio Management (Summer School) - EN | Prof. Mathias SCHMIT | 19-21-23 August 2024 | €1.800 | €2.178 |
Registration
To register for our Portfolio Management Summer School, 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
For any other questions, please contact us !