This module focusses around five building blocks of investment leadership. As investment professional you may transition from a highly regarded specialist to a trusted advisor. We discuss the ethics involved in being such an advisor. The second building block is change management. Leveraging knowledge and expertise in organizations requires being able to understand what leads to change and learning about how to use connective thinking. The next building block is about responsible leadership. Investment leadership comes with responsibilities. We investigate the concept of transactional analysis and how it helps you to become a responsible leader. The fourth building block revolves around your presentation: making sound investment recommendations and knowing how to present them the right way is important to be successful. We conclude this module with an introduction to strategic leadership. How to be an investment leader requires you to consider the bigger picture. This building block offers insightful perspectives on strategic leadership.
Awareness of the ethics involved in performing the role as investment leader and incorporating that aware- ness in your professional role
Knowing how to leverage knowledge about change management
How to apply transactional analysis in becoming a responsible leader
Make a compelling presentation of your investment case
Learning the main insights in strategic leadership
Ideally you are a mid to senior career professional. Typically you work as:
• Investment manager
• Portfolio manager
• Risk manager
• Investment advisor
• Fiduciary manager
• Client manager
Participants could also work in a capacity of trustee or hold a supervisory position.
Dates:
The module is scheduled to start on November 8, 2024. The schedule of classes is as follows:
Lecturers:
Prof. dr. Ronald Jeurissen
Prof. dr. Jeff Gaspersz
Prof. dr. Bob de Wit
drs. Erik Maier
dr. Gijs Meeusen
Cost of Lead module(s):
1 module 2.495 euro
2 modules or more 2.395 euro per module
For members of CFA Society Netherlands:
1 module 2.250 euro
2 modules or more 2.150 euro per module
Employers who would like to enroll several employees may receive a customised offer.
Documents