Workshop I:
Mastering the Markets  

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Mastering the Markets provides a general understanding of economic principles. The students will learn how the economy and their daily lives intersect and impact each other. We expose the participants to numerous topics, including but not limited to: personal finance, stocks, bonds, commodities, mutual funds, hedge funds, and private equity. The workshop is taught in a manner meant to simplify complexities. We break down topics into their most basic form, enlightening the students to how the financial markets function and how we can use them to build personal wealth over our lifetime.

 

Workshop II:
Understanding Investing

This workshop is an interesting and interactive experience that challenges the participants to implement the knowledge they have garnered from the Workshop I classes. The students are required to perform basic analysis, generate investment ideas and make critical asset allocation decisions. We provide an outline containing certain guidelines that forces them to think critically regarding the cause and effect behavior of the economy. The goal of this experience is to build an understanding of the investment process and its application. The students cover numerous topics including: fundamental analysis, technical analysis, behavioral finance, risk analysis, asset management strategies and ethics. The Workshop II experience helps the students build confidence in their own individual decision-making.