Description
This program is offered in partnership with our sister company, Tekedia Institute, and it is exclusive to active members of Tekedia Capital Syndicate (join on click). For members of Tekedia Capital, there is no extra fee (a $400 saving). It runs twice per year and members can attend with no restrictions.
Tekedia Institute Venture Investing and Portfolio Management program is designed to provide learners with hands-on experience in performing investment research, investing capital, and managing a portfolio. The program runs for 4 weeks and it is completely virtual. Besides some pre-recorded courseware developed by eminent capital market experts, the program includes live Zoom sessions.
In the academic component, the program prepares learners to master the institutional structure, and fundamental concepts of asset valuation, in financial markets, using analytical tools to study the valuation of different types of securities. Fundamentally, learners are equipped to understand investment theory, portfolio development and management.
In the practical laboratory component, learners evaluate existing portfolio compositions and past performances, generate new investment ideas, research new opportunities, and make recommendations, based on quantitative and qualitative analyses.
Curriculum
| Week | Topic | |
| 1 | Understanding Firms: Missions, Operations and Strategies | |
| 2 | Capital Markets and Operations | |
| 3 | Introduction to Investment and Investing Principles | |
| 4 | Investment Analysis and Portfolio Management | |
*On Mondays, pre-recorded courseware is uploaded for the week which learners can study anytime they want. Live Zoom sessions are scheduled on Saturdays. Courseware includes videos, written materials, manuals, etc.
Next Scheduled Program Date: will take place in Q1 2024
Tekedia Institute will award a certificate at the completion of the program: Advanced Diploma in Venture Investing and Portfolio Management.