Gestion de portefeuille (Knokke Summer School)

Effortlessly sail the troubled waters of financial markets!

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

Formation en Gestion de portefeuille - Sagora Formations

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."
- 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. For this portfolio management course, your teacher will be Mathias Schmit, Professor of Finance at Solvay Brussels School and founder of Sagora.

Professor and founder

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

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 (Knokke Summer School)

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