Portfolio Management Development Program
Live Lecture Based Learning
by
IvyLine Capital
Synopsis
GENERAL
The "Portfolio Management Development Program" is intended to equip early career finance professionals who aspire to work on the buy-side and asset management within the equity space.
Asset management is a long term path which requires experience within statistics (determine exposure levels), equity research, derivatives/ risk management and mental fortitude by withstanding market volatility.
ABOUT
Our program is designed to be live and interactive in order to ensure the best learning experience. We understand asking questions elevates learning in a way that is more intuitive versus watching pre-recorded lectures. Live lectures will be 2-3 times per month on various times to maximize timezones. Lectures will be recorded in case you miss a session.
AREAS OF FOCUS
Key topics covered consist of
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Economic research and understanding
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Equity research & modeling,
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Sector & equity portfolio modeling
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Back-testing
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Forecasting
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Proper equity selection
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Hedging & risk management
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Derivatives
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see syllabus below for the full list of specific topics
STRUCTURE
Lectures will be held 2-3 times per month around the times of...
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11:00 AM EST
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2:30 PM EST
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6:30 PM EST
For Early Career Finance Professionals pursuing a deeper understanding within...
Portfolio & Asset Management
Equity Analyst
Credit Analyst
Structure
Difficulty
4.5 of 5
Live Lecture/ Workshop Based
Lectures will be recorded
Guest Speakers
Quizzes and term exams for retainment and application of content
Topics
+ Monetary Policy & Interest Rates
+ Shortcut Keys: Navigating Excel for Modeling
+ Sector-based Optimization Model
+ Equity-screening; Pro-forma Income Statement Modeling
+ DCF Modeling
+ Portfolio Optimization Model
+ Optimization Model: Backtesting
+ Optimization Model: Forecasting
+ Capital Asset Pricing Model
+ Fama-French 3 Factor Model
+ Calculating Portfolio Alpha & Beta
+ Beta Weighting a Portfolio
+ Short-selling & Dividend Risks
+ Delta Hedging a Portfolio
+ Hedging with Options
+ Black-Scholes Model
+ Treasury, Municipal and Corporate Bonds
+ DCF: Bond pricing
+ Taxable Equivalent Yield
Past Program Reviews
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