The subjects that will be addressed have a direct link with the day-to-day practice of the investment professional.The module starts with how psychological influences and biases affect investment decisions, without being consciously aware of it. Knowing these biases can help you dealing with them. Next, we address the transition to the platform economy and its consequences on ways of management. Old management techniques used in industrial organizations need to be revised to apply to organizations in the platform economy. Part of behaviour is how you communicate with the people around you.We therefore take a closer look into (mis-)communication between expert and generalist, as well as man- ager and board member.The second day of this module starts with a deep dive into the investment processes and governance of your customers. How can you assess these elements such that this enables you to provide your customers with the best service? We finish this module with an overview of typical investment dilemmas of a wide range of stakeholders.
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 September 27, 2024. The schedule of classes is as follows:
Lecturers:
Prof. dr. Leen Paape
Dr. Peter Kolthof
Ronald Heijn RBA EPP
Guest lecturers
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