Investment Workshops That Actually Make Sense
You won't find generic market overviews here. Our events bring real portfolio managers, working analysts, and people who've spent decades watching money move to share what they've learned—the hard way, most of the time.
Why We Run These Sessions
Investment education shouldn't feel like sitting through a sales pitch. We started these workshops because clients kept asking the same smart questions—about asset allocation during inflation spikes, about reading company financials that hide problems, about when conventional wisdom stops working.
So we brought in people who could answer honestly. Not perfectly, because markets don't work that way. But with the kind of insight you get from watching portfolios through three recessions and learning what actually protects capital when things get messy.
These aren't webinars where someone reads slides at you. They're working sessions where participants bring their questions, case studies get dissected, and the conversation goes where it needs to go.
I've been to plenty of investment seminars that promise insights but deliver sales presentations. This was different. We spent two hours going through actual portfolio decisions, talking about what worked and what didn't, and nobody tried to sell me anything. Just honest conversation about risk management from someone who's clearly done this work.
Upcoming Sessions Through 2025
We keep groups small—usually 15 to 20 people—so there's room for actual discussion. Most sessions run three hours, with breaks built in and plenty of time for questions that matter to your situation.
Reading Between the Lines in Company Reports
Financial statements tell stories if you know what to look for. We'll walk through real annual reports and spot the warning signs most investors miss completely.
Portfolio Construction When Nothing Makes Sense
What do you do when bonds and stocks both look expensive? An afternoon exploring how experienced managers think about allocation when traditional rules don't apply.
Dividend Strategies Beyond the Obvious
Everyone loves dividend income until the company cuts payments. We'll discuss how to evaluate dividend sustainability and build income streams that hold up during downturns.
Risk Management for Real People
Academic risk models are great until markets panic. This workshop covers practical approaches to protecting capital when volatility spikes and correlations break down.
International Investing Without the Headaches
Currency risk, tax complications, and companies you can't visit in person. We'll talk through how to get genuine global diversification without creating new problems.
When to Ignore Market Noise
Media coverage and market reality often disconnect completely. A session on distinguishing signal from noise and making decisions based on fundamentals rather than headlines.
What Makes These Sessions Different
We've been running these workshops for years now, and the format has evolved based on what actually helps people make better investment decisions. Here's what you can expect.
Real Case Studies
Every session includes actual investment decisions—some that worked brilliantly, others that failed spectacularly. We walk through the analysis, the reasoning, and what happened next. Learning from real outcomes beats theoretical examples every time.
No Agenda Beyond Learning
We don't pitch products. We don't collect contact information for follow-up sales. People attend because they want insight, and that's what they get. If you decide later you want to work with us, great. But that's not why we run these.
Practitioners Who Know the Work
Our presenters manage actual money and have for years. They've dealt with margin calls, portfolio rebalancing during crises, and clients panicking at the wrong moments. Theory matters, but experience matters more.
Questions Drive the Discussion
We have a structure, but the best conversations happen when someone asks about a specific situation they're facing. We adjust on the fly because addressing real concerns beats sticking rigidly to slides.
Join an Upcoming Workshop
Spaces fill up quickly since we keep groups small. If you're interested in attending one of our sessions, get in touch and we'll send details about upcoming dates and topics.
Get Workshop Information