West
This is an online educational program
Investment
&
Derivative Program
An IvyLine | Capital Program
Enrollment: Jan 15 through February 28, 2024
What is it?
A concentrated self paced investment management program which is intended to provide a comprehensive understanding of the "Portfolio Manager", "Analyst" and or "Trader" position in addition to networking with many other young finance professionals across the U.S. and now, the world.
Why?
Allow us to pass down our experience from realistic points of view in order to help bridge the gap between "theory & practice". Secondary, this will allow the firm to monitor for talent.
What is the structure and how does it work?
Each participant will be vetted. If accepted into the program, the participant will move through each section of the program which will range from investments, equity modeling, portfolio modeling, application of derivatives, advanced technicals and statistics.
Once completed the program, then members will be able to access other young finance professionals, who are in the current job market for networking purposes.
What is the cost to be in this Program & Cohort?
If you are accepted to be a part of this cohort, the cost would be 13 monthly payments of $65.00 (student rate).
Who is this for?
Finance students & professionals looking to add to their existing skillsets
See below to read what others are saying about our program.
What career paths does this "Investment & Derivative Program" most apply towards?
We have helped students from the following other academic institutions
140+ more
Network with our current and past members, which are currently working at the largest institutions.
Other benefits...
Quant & Python Intensive
The intensive will be available for all professionals or others that are looking for a career change within...
- Portfolio & Risk Management
- Derivatives or S&T
- Financial Engineering & Quantitative Researcher
- Hedge Funds or alternative investments
Maverick Student Managed Fund
1
Investment & Derivative Program Highlights & Benefits
Program (self-paced)
- Understanding Macro trends, security selection, and portfolio construction
- Portfolio Modeling; Creating an Analyst Report
- Coupling Statistics and Markets
- Executing Derivative strategies: Options & Futures
- Delta hedging with derivatives
- PYTHON Coding pertaining to Portfolio Modeling
Networking
- Interactive group lectures
-
Investment challenges centered around equities and derivatives
- Network with students from other universities and colleges along with recent grads who have completed the program
2
Submit your information below to be considered
We will NOT sell, lease, or lend your information out to 3rd Parties
You agree that this is intended for educational purposes only and not intended for any investment advice or recommendations about specific securities to purchase and by no means meant to provide any type of investment advice as IvyLine Capital is not a broker/dealer under the SEC or member of FINRA.
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What current students and participants are saying about our recent programs...
"Participating in the IvyLine Capital Investment and Derivative Program has been an amazing opportunity. As a recent graduate with a finance degree, I was looking for a platform that would offer me the investment/trading knowledge that I wasn’t taught in my advanced finance classes. This program did just that and more. I was exposed to concepts that guided me in building a successful portfolio and provided me with the ability to analyze and understand the market. Being a cohort member has made me stand out among my peers and has increased my marketability when it comes to future job applications. Most importantly, it has also given me confidence in my ability to engage in conversations about the market and has motivated me to keep learning and growing throughout my career.
Along with the learning feature, another benefit of the program was the mentorship and networking opportunities. The mentors are extremely hands-on and will challenge you to push yourself in order to fully develop the skills needed to work in finance. In my personal experience, Isaac has become not only a teacher, but also a significant mentor in my career and my life. Guest speakers sessions also offer a great platform to hear from individuals already in the industry which allows you a glance at what constitutes the day-to-day life of finance professionals.
I highly recommend this program to individuals that are intellectually curious and want to develop their market knowledge. I am delighted to have had the opportunity to be a part of such a prestigious experience."
Amber Martinez - University of Florida
Employed
“The IvyLine Investment and Derivative Program helped me in a time when I was searching for valuable learning experience within capital markets on top of my schoolwork. Little did I know it would introduce me to a diverse and passionate group of individuals who work toward the same goals as me. Not only did Isaac, the founder of IvyLine Capital, teach me financial principles and concepts for investment management, he motivated me as a student and helped foster my passion for finance and economics. He is a true mentor.”
“Following my work within the mentorship program, the team offered me an internship to lead a unique group of students from USC, UPenn, and Harvard. I was able to learn how a hedge fund is managed closely, and more importantly what it takes to raise capital, expand a business, and lead a research heavy project. It was an opportunity that motivated me into other aspects of business and continued teach me. As the second term came I continued working for IvyLine and dove into more technical analysis of securities. This helped me when I began looking toward the following years applications and gave me a strong, diverse background that I am proud to share.”
Clayton Bennice - Bentley University
"The Investment & Derivatives Program is incredibly beneficial and I recommend everyone to take advantage of this opportunity. There is extreme depth to each topic covered, and materials are reinforced by real-world examples. There are opportunities to participate in challenges among members of the Program that add another layer of knowledge. My favorite part of the Program is the guest lecture series, where we are able to further explore new topics and see lecture material come to life. Without a doubt, the Investment & Derivatives Program not only expands your knowledge, but your network as well."
Ameen Iraqi - George Washington University
The Investment and Derivatives Program offered by IvyLine Capital is great for anyone looking to advance their knowledge in finance. I started this course in my first year after graduating college and I have learned a ton. It takes all of the information you’ve learned in college and explains it more in detail with real life examples. Overall this course is very informational and is extremely beneficial to take for anyone looking to go into the world of finance.
Matthew Swan - University of Delaware
Employed
The program at IvyLine Capital opened a lot of doors for me during my senior year recruiting. Not only did I gained the technical skills a lot of recruiters were looking for, I also was able to make great connections through the program’a network.
I was able to learn the fundamentals of company valuation through the most industry wide recognized method, discounted cash flows. This program gave me the first in depth insight to equity options analysis and trading. Thanks to IvyLine, I was able to fully discover the path I wanted to follow in my career.
It was an honor to be a part of this journey with a great mentor and leader Isaac.
Alper Alkaya - Bentley University
Employed
The Investments and Derivatives program with the IvyLine Capital Group was an incredible opportunity. I have undoubtedly grown my financial skills to apply to my future career thanks to the valuable experience this program has provided me.
Luke St. Amand - LIU
"I had the pleasure of participating in Ivyline Capital's mentorship program with Isaac and am incredibly thankful for everything he’s taught me. Throughout the nine months I was enrolled in Isaac’s program, I gained some of the most valuable experience thus far in my studies. Isaac is an incredibly generous, intelligent and hardworking man that genuinely cares for his students. His ability to convey complex topics allowed me to establish a comprehensive understanding of the process of building a portfolio and managing the positions. Isaac is always full of fresh perspectives and willing to help his students above and beyond expectations. He understands the importance of specific topics and knows how to omit the noise. The mentorship program he’s developed is extremely beneficial to anyone interested in portfolio management or financial analysis.
Austin Howery - University of Nevada
"To be honest, IvyLine Capital's Investment and Derivative Program was a complete game changer for me. I have been interested in both trading and investing for a while now but struggled to find someone who I could learn from and trust. This program not only helped me with that it taught me a lot more as well. Through connecting with other students and bouncing ideas off of them to reaching out to Isaac and Brandon for mentoring and help. This program also has guest speakers which to me was a great experience because you got to also hear other peoples experiences and learn from them as well. The video classes were also another big help for me because you have the ability to watch them over and over again till you can fully understand the content. Overall, I have had a great experience with this Program and I can't say enough about how helpful the team has been in assisting me."
Alex Romejko - UConn
"IvyLine Capital Group’s Investment and Derivative Program is much more than just another class. It is a cohort of diverse members across many different cultural and educational backgrounds. Who have all come together for one common goal, to bridge the gap between investment theory and experience. Allowing for individual and cooperative growth through a self-paced course, investment challenges, lectures, and networking with the 600+ current and previous members. The program has helped me enter into the career I only dreamt about before graduating. With the growth in members, expansion of the education offered, and the large list of future lectures, this program is the perfect opportunity for the young finance professional."
Daniel Ward - Penn State University Grad
Employed
“Joining the IvyLine Investment and Derivative program was the best decision I have made so far on my path to become a finance professional. The program has provided me with all the necessary knowledge that a professional needs to have in order to achieve a high performance in the different roles within the financial industry, from trader to portfolio manager. Besides the core material provided in the program, it has also provided hands-on experiences where it allowed me to develop the practical skills required when working on the real world. In addition to that, I have had the support of an amazing and experienced professional assisting me throughout the entire program, not to mention the incredible people I have met along the way. Huge thanks to Isaac for putting this program together and helping many students to achieve their goals of becoming outstanding professionals!”
Isac Barbosa - Seton Hall
"The Investment & Derivative Program exceeded expectations. The program delivers actionable knowledge on how real market practitioners can trade these products, challenging you to "learn by doing," both in the classes and through the frequent options trading competitions amongst program members. In addition to the content, the program gives you exclusive access to one of the most valuable networks of young finance professionals out there. Isaac, Keven, Brandon, and Ben and all others who run this program are incredibly passionate about helping you succeed, and it shows: this program was foundational to my educational success."
Tommy Evon - Western Colorado University
I'm amazed by how well this program walks through so many financial concepts in a practical way. Moreover, the mentors are incredibly generous with their time and are personally invested in my career growth. This program is truly worth partaking in for young professionals who are serious about becoming educated investors.
Gabe Castro - University of Maryland
Employed
I have enjoyed the opportunity to be in a group of people that share a special interest in options trading. So far, I haven’t had the time to fully immerse myself in the course load because I have been mostly focusing on my summer internship. Nonetheless, I have learned more about options from the study sessions I have attended, the networking opportunities in the group and my participation in the recent challenge with Amir. Going forward, I think that it would be more beneficial for other students and I to have each others’ opinions on the direction of the markets. I think that it would be great if we added one more quick session each week where we go over terms and current market trends with Isaac. Additionally, we can have a slack group for current students where we can share ideas outside Isaac's sessions. This slack group would help us address the trading challenges better because we can ask other students their investment ideas and our trading questions.
Cynthia Ntare - Grad of Georgetown University
The Ivy Line Capital Investment and Derivative Program is truly a high level educational platform covering topics from security and financial statement analysis to advanced options and futures strategies. The masterclass not only teaches a wide variety of concepts, but allows you to put your skills to work through competitive investment challenges. The Ivy Line team does a tremendous job of building connections with all cohort members through weekly lectures and mentoring calls.
This program has greatly helped me expand my knowledge and insight which can be utilized in many different financial roles. There are also numerous amounts of networking opportunities to connect with current members and industry professionals nationwide. No matter what field of finance you are aspiring to enter, I highly recommend taking on the challenges and work load which the Investment and Derivative Program has to offer.
Doug Molnar - Grad of Wagner University
The Investment and Derivatives Program is an awesome introduction to the roles of trader, analyst and portfolio manager. It starts off by teaching you how to build a portfolio and employ fundamental analysis to select your equities. The course also teaches the basics of technical analysis which can help you recognize opportunities and risks in the market. It finishes off by introducing options and dives deep into their usage to hedge risk and enhance portfolio returns. There is also a mentorship component where you can receive feedback and help. Lastly there are regular zoom conference lectures by guest speakers, along with competitions that can help put your advanced knowledge of option strategies to the test and potentially earn prize money. Overall, the program provides one with invaluable knowledge of derivatives and portfolio management as well as access to a community of other participants that is helpful for networking purposes.
Ross Dimchev - University of Richmond
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