Portfolio Management Program- Miami 2018



  • Introduce experienced senior-level investors to a broader array of financial products and strategies to help them more successfully invest in the US and global markets.

  • Learn about alternative assets especially relevant to pension funds, endowment management and family office portfolio investment. Gain knowledge about how to access alternative assets, evaluate the choices, assess their risks and measure their performance.

  • Understand new portfolio management strategies to more effectively accomplish conservative investment management mandates.

  • Demonstrate this knowledge in a capstone session during which new insights are applied in groups who modify and improve model portfolios. Participants may bring their own portfolios or use one that is assigned with investment mandates.


Who should attend


  • Family Office Managers

  • Chief Investments Officers

  • Pension Funds Managers

  • Portfolio Managers

  • Endowment Managers

  • Hedge Funds Managers

  • Mutual Funds Managers

  • Financial Advisors

  • Wealth Advisors

  • Private Investors