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xianzai.com
Investment Management Boot Camp
The Skills and Knowledge You Need to Be a Great
Investor!
November 11th & 12th, 2007
8:30
- 17:00
5/F China Life Tower, 16 Chao Wai St., Beijing,
China

Rutgers Business School Professor and Senior
DealMaven Consultant will teach:
- Strategies of Great Investors
- Fundamental Analysis
- Technical Analysis
- Portfolio Management
- Hedge Fund Strategy
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John M. Longo, Ph.D., CFA |
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- Chief Investment Strategist and Chairman of the Investment
Committee for a $1.7 billion firm.
- Principal in a $100 million hedge fund.
- Clinical Associate Professor of Finance at Rutgers Business
School.
- Senior Training Consultant, DealMaven, Inc.
- Former Vice President at Merrill Lynch & Co.
- 12+ years professional investing experience.
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| Dr. John Longo, course instructor, has
personally met with Warren Buffett and has also co-taught a course
on Portfolio Management with Basu Mullick (2005 CBS MarketWatch Fund
Manager of the Year) since 2000. |
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| Classroom
Schedule:
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| Investing
Fundamentals |
November 11,
Sunday, 8:30 AM |
- Core financial websites
- Investor psychology
- Risk and return
- Overview of financial markets
|
| Fundamental and Technical
Analysis |
- Financial statement analysis
- Industry analysis
- Technical analysis
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| Strategies of Great
Investors |
- Graham, Buffett, Lynch, Templeton, Dreman, O"Neil, etc.
- Investment screens to approximate great investor strategies
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| Portfolio Management |
November 12,
Monday, 8:30 AM |
- Asset pricing models / security valuation
- Market anomalies
- Markowitz portfolio theory
- Equity and fixed income strategies
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| Hedge Fund
Strategies |
- Hedge fund history and market overview
- Long / Short, Global Macro, Event Driven and Arbitrage
strategies
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| Risk Mgt. & Performance
Evaluation |
- Risk management techniques
- Market benchmarks
- Methods of performance evaluation
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| Date: |
11th & 12th
November, 2007 |
| Venue: |
5/F China Life Tower, 16 Chao Wai St.,
Beijing, China |
| Price: |
$800 ( RMB 6,300) per day or $1,500 ( RMB 11,800)
for the full 2-day program. Deduct 25% for Rutgers IEMBA Alumni.
Two-day course includes a 3-month Knowledge Base
subscription |
|
Limited seats, register on a
first-come-first-served basis only!
The DealMaven Advantage:
- Experience: DealMaven instructors have taught more than 10,000
financial professionals from top ranked global financial
institutions.The instructor has 12+ years professional investing
experience.
- Resources: Includes a bookmark file of 100+ financial websites and
free access to online Knowledge Base before & after the course
- Innovative Teaching Methods: Much of the material will be taught
in a "hands on" fashion working with Excel spreadsheets and relevant
Internet websites.
- Relevance: Special emphasis on Chinese and U.S.
markets.
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