Overview of the Industry

• Financial needs & financial solutions
• Suitability
• Economic backdrop
• Meeting the client’s needs
• Overview of the business of fund management

Essential Calculations and Valuation Methods

• Dealing with the numbers
• Overview of Valuation Methods
• Comparable Company Analysis

Portfolio Construction and Theory

• Individual Security Analysis
• Portfolio Construction
• Portfolio management in practice
• Derivatives

Performance Measurement

• Benchmarks
• Performance attribution
• More sophisticated returns

Alternative Investments

• Hedge funds
• Private equity