For Investment Clubs

Portfolio Management 

Development Program

Intended for aspiring and current finance professionals

Live Lecture Based Learning

Synopsis

Our portfolio management program is designed to provide participants with the skills and knowledge required to effectively manage and optimize investment portfolios. The program typically covers key topics such as investment strategies, risk management, asset allocation, and the evaluation of investment performance.   The program is ideal for any undergrad pursuing a future career in equity, credit and asset management.

One distinctive feature of this particular program is its format: it is delivered through live lecture workshop based. This approach allows for real-time interaction between instructors and participants, offering a dynamic learning environment where participants can engage directly with experts and peers, ask questions, and discuss complex topics in depth. Live lectures also facilitate timely updates on market developments and trends, ensuring that the curriculum remains relevant and current. This format is ideal for learners who value networking interactive and immediate feedback in their educational experience.

  Live lectures: Each month covers a new topic

  Cohort based style

  Lectures will be recorded for playback

 Difficulty:  Intermediate-Advanced

  Testing:  Quizzes and term exams for retainment and application

  Guest speakers:  Frequent professional experts

  Subscription:  $38 per month - cancel anytime

  Join with a friend:  we encourage to join with a friend for accountability.  Joining with a friend will enable a discount.  

  Investment Clubs:  Students involved in investments clubs will receive a discounted rate. Please reach out to your student leadership team for your code.   To set up your clubs code, please have your investment club President / C-Suite members complete this quick online form. 

Submit your investment clubs info to verify

Topics include:

   • Monetary Policy & Interest Rates
   • Central Banks & Monetary Policy Decisions
   • 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
   • Calculating Portfolio Beta
   • Beta Weighting a Portfolio
   • Short-selling & Dividend Risks
   • Delta Hedging a Portfolio
   • Margin: Margin Call vs Regulation T (U.S. Regulation)
   • Hedging with Options
   • Black-Scholes Model
   • Treasury, Municipal and Corporate Bonds 
   • DCF: Bond pricing
   • Taxable Equivalent Yield
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