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Course

HFOP Module 6 - Portfolio Management

Time limit: 90 days

$266 Enroll

Full course description

In this module, we feature three lecturers:

  1. Tariq Dennison of GFM Asset Management, who takes us through the aims and practical aspects of portfolio management. This module includes an introduction to bonds and equities, and the private-wealth focused asset classes of real estate, hard assets, structured products and more.
  2. James Quinn of Q9 focuses on digital assets, what they are, how they might fit into a family's portfolio, and what the family office needs to know to manage them.
  3. Shinya Deguchi of Star Magnolia discusses the endowment approach to investing for the ultra-long term. An investment philosophy normally employed by educational foundations, and pioneered at Yale University, the method can be an effective approach for maintaining family wealth for generations to come.