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Course Information

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For-Profit Price
$3,500
Non-Profit Price
$2,500
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Cohort Directory
  • 8:30: Arrival
  • 9:00: Breakfast and Small Group Discussion
  • 9:30: Morning Session #1: Interviewing Money Managers
  • 11:00: Break
  • 11:10: Morning Session #2: Leading and Managing an Investment Organization
    • With Jim Dunn, CEO/CIO, Verger Capital Management
  • 12:30: Lunch and Small Group Discussion
  • 1:15: Catch up on the day!
  • 1:30: Afternoon Session #1: Effective Decision Making in the Investment Process
  • 3:00: Break
  • 3:10: Afternoon Session #2: Dissecting Modern Investment Frameworks
    • With Jason Klein, CIO, Memorial Sloan Kettering Cancer Center
  • 4:30: Debrief
  • 5:00: Cocktail Reception

Orientation Replay


Reflect on the following questions in advance of the course:

  1. What is your favorite question to ask in an interview (of a manager or a company)?
  2. What one technique to you find most effective for interviewing?

Suggested Prep:

Application:

  1. Construct one interview of a manager or company structured with intention across content and context
  2. Apply one tip to your next interview
  3. Ask for feedback on one interview

Slide Deck:

Reflect on the following questions in advance of the course:

  1. How do you deal with the potential for loss?

Consider that losses come in many shapes and forms: losing money in an investment, personal loss of a professional opportunity, a breakup, *gasp* losing your cellphone, losing your way (in an unfamiliar place or in life), losing your cool, losing track of time, losing a family member, losing an argument, losing a competition, losing a bet. Often the fear of loss can be even more crippling than the loss itself.

  1. What decision-making tool can enhance your investment process?

Suggested Prep:     

Application:

  1. Catch yourself one time blindly accepting what someone else said (System 1)
  2. Make one change to your investment decision process
  3. Structure one decision around possibilities, probabilities, and preferences

Slide Deck:

Reflect on the following questions in advance of the course:

  1. What have you found is most effective in leading others?
  2. What have you found is most effective in managing others?

Suggested Prep: 

Dive Deeper:

Application:

  1. Bring one leadership or management framework to your organization
  2. Intentionally express “fanness” to a team member

Slide Deck:

“Required” Prep:

Reflect on the following questions in advance of the course:

  1. What aspect of your investment framework would you like to modify?
    • Governance
    • Sourcing
    • Due Diligence
    • Portfolio Construction
    • Increment Value Added
  1. What is your biggest personal and professional pet peeve?

Suggested Prep: 

Slide Deck:

Materials

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Full course agenda and prep material will be provided in the coming weeks.
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