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Training to Make You a Great Investor
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Regus Conference Center
5/F China Life Tower
16 Chao Wai St.
Beijing, China
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DealMaven’s award-winning and highly experienced instructor will teach:
Strategies of Great Investors
Fundamental Analysis
Technical Analysis
Portfolio Management
Hedge Fund Strategies
| “We’ve used DealMaven in training since 2001 and have seen tremendous benefits for our bankers.” |
| – Leigh Lanier, SVP, Head of Lehman Analyst Program |
The DealMaven Advantage
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John M. Longo, Ph.D., C.F.A.
Associate Clinical Professor of Finance, Rutgers Business School
- Chief Investment Strategist and Chairman of the Investment Committee for a $1.7 billion firm.
- Principal in a $100 million hedge fund.
- Clinical Associate Professor of Finance at Rutgers Business School.
- Senior Training Consultant, DealMaven, Inc.
- Former Vice President at Merrill Lynch & Co.
- 12+ years professional investing experience.
- Has co-taught a course on Portfolio Management with Basu Mullick (2005 CBS MarketWatch Fund Manager of the Year) since 2000.
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Enroll at $800 per day or $1500 for the full 2-day program
Deduct 25% for Rutgers IEMBA Alumni
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Complete Boot Camp (2 days)
$1500
- Includes all classroom sessions outlined below
- Includes a 3-month Knowledge Base subscription
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November 11-12
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Day 1:
$800 |
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November 11
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Investing Fundamentals
- Core financial websites
- Investor psychology
- Risk and return
- Overview of financial markets
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Fundamental and Technical Analysis
- Financial statement analysis
- Industry analysis
- Technical analysis
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Strategies of Great Investors
- Graham, Buffett, Lynch, Templeton, Dreman, O”Neil, etc.
- Investment screens to approximate great investor strategies
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Day 2:
$800 |
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November 12
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Portfolio Management
- Asset pricing models / security valuation
- Market anomalies
- Markowitz portfolio theory
- Equity and fixed income strategies
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Hedge Fund Strategies
- Hedge fund history and market overview
- Long / Short, Global Macro, Event Driven and Arbitrage strategies
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Risk Mgt. & Performance Evaluation
- Risk management techniques
- Market benchmarks
- Methods of performance evaluation
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* = Students must provide proof of enrollment in the form of a student email address or student photo identification to receive 25% discount.
REFUND POLICY: If the enrollee cancels, the refund is based upon the number of days before the start of class that the enrollee cancels: 21 or more days before the start of class, no cancellation fee; between 7 and 21 days: 50% cancellation fee; 7 days or less: 100% cancellation. Class cancellation fees incurred by enrollees may be used (within one year) as credit for future classes or other DealMaven products and services.
NOTE: DealMaven reserves the right to cancel course dates if enrollment is insufficient. In such cases, all payments will be refunded in full. |
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