Investment Education Program
A six-week, instructor-led program that teaches the data-driven frameworks professionals use—valuation modeling, risk parity, and portfolio construction—so you can make decisions with conviction.
01 — Audience
Whether you are starting a serious investing journey or sharpening an existing process, the program meets you with structure, tools, and accountability—not tips and hype.
You understand markets exist—but want a repeatable process for analyzing companies, sizing positions, and managing risk before putting real capital to work.
You already trade or hold stocks and want to replace gut feel with institutional-grade valuation, screening, and portfolio rules.
Analysts, PMs-in-training, and finance career changers who need polished models, theses, and pitch practice for the next step.
02 — Methodology
Move beyond slogans. Learn the mathematical frameworks professional analysts use to value companies and size risk with precision—then apply them on live markets during the cohort.
Build institutional-grade DCF models from scratch. Project free cash flow, calculate WACC, and map intrinsic value ranges with clear bull / base / bear cases.
Volatility targeting, Value at Risk, and drawdown discipline— so portfolios survive cycles instead of chasing them. Learn when to be aggressive and when to defend capital.
Correlation matrices, efficient frontier thinking, and position sizing that compounds without concentrating risk across styles, regions, and asset classes.
03 — Included
Twice-weekly live sessions with mentors—office hours for models and theses.
DCF, comps, screeners, and portfolio trackers ready to customize.
HD recordings within hours. Lifetime access to your cohort materials.
Structured feedback on your pitch deck and oral defense.
Private cohort space for idea sharing and constructive debate.
Quarterly networking sessions with prior cohorts and guest PMs.
04 — Faculty
Portfolio managers and senior analysts with decades of combined experience across global equities, quant, and macro—teaching the exact checklists they use on the desk.
Head of Equities · Ex-Goldman
“Most retail investors fail because they lack process. I teach the exact checklist I use to evaluate large-cap equities.”
Quant Strategist · Ex-BlackRock
“Risk is not just volatility—it’s the probability of permanent capital loss. We build portfolios that survive cycles.”
Macro Analyst · Global Macro
“Inflation, rates, and liquidity decide when to be aggressive. Macro context is step one of every thesis.”
05 — Syllabus
Intense, practical learning—frameworks you can apply the same week you learn them. Each week pairs a live workshop with a graded deliverable.
Indices, liquidity regimes, and how flows move prices across US, HK, and regional markets.
Deliverable: Macro briefQuality of earnings, cash conversion, red flags, and how to read footnotes like an auditor.
Deliverable: Quality scorecardForecasting free cash flows, terminal value assumptions, and building sensitivity tables that hold up to scrutiny.
Deliverable: Full DCF modelEV/EBITDA, P/E, peer sets, and building custom screeners to find mispriced opportunities.
Deliverable: Comps packRisk parity, position sizing math, correlation checks, and rebalancing protocols for live books.
Deliverable: Portfolio rulesetLive presentation of your stock pitch to portfolio managers with structured Q&A and written feedback.
Deliverable: Pitch + defense06 — FAQ
Still unsure? Reach out via the contact links in the footer—our team typically replies within one business day.
Next cohort
Applications are reviewed on a rolling basis. Cohorts are capped to keep mentor feedback personal and thorough.
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