LevelUp JumpStart Problem-Solving Workshop Schedule
Mondays, 4 pm CST, 5 pm EST
All candidates will receive a Zoom Invitation on the Friday prior to the call
Workshop 1 - Monday, June 8
Study Session 3 – Behavioral Finance Readings 7-9
Study Session 12 – Private Wealth Mgt Readings 28-30
Overview, Taxes & Estate Planning
Workshop 2 - Monday June 22
Study Session 13 – Private Wealth Mgt Readings 31 & 32
Concentrated Single Asset & Risk Mgt for the Individual Study Session 16 Reading 38
Case Study in Private Wealth Mgt Study Session 14 – Institutional Investor Reading 33
Workshop 3 - Monday, July 13
Study Session 4 – Capital Market Expectations Reading 10 & 11
CME Parts I & II
Workshop 4 - Monday July 27th
Study Session 5 – Asset Allocation Readings 12-14
Overview, Principles & Real World Constraints
Workshop 5 - Monday August 17th
Study Session 7 & 8 - Fixed Income Portfolio Mgt Readings 18, 19, 20 & 21
Intro, Liability Driven, Yield Curve Strategies & Credit Strategies
Workshop 6 - Monday August 31st
Study Session 9 & 10 – Equity Portfolio Mgt Reading 22, 23, 24 & 25
Overview, Passive Equity, Active Strategies & Active Portfolio Construction
Workshop 7 - Monday September 14
Study Session 6 – Derivatives & Currency Mgt Readings 15, 16 & 17
Option Strategies, Swaps, Forwards & Futures & Currency Mgt
Study Session 16 Reading 37 – Case in Institutional PMgt.
AVAILABLE TO LEVELUP BOOTCAMP AND JUMPSTART VIDEO CANDIDATES ONLY
DATES AND SUBJECT COVERAGE ARE SUBJECT TO CHANGE
(Recording will be posted inside your login on the website if you miss the live session.)
LET’S MAKE IT ONE & DONE® IN 2020!