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Investment Series - Virtual Instructor Led Training


Investment Series - Virtual Instructor Led Training
Investment Series - Virtual Instructor Led Training
11 August 2020 - 13 August 2020
Virtual Instructor-Led Training (VILT) -
In House Training , Management , Finance , Corporate Training


4 Part Investment Series:

Maximise & protect the value of your investment portfolio with

Internationally Leading Investment Trainer & Financial Markets Expert

Frank Hvid Petersen-VILT Trainer Investment Series

Frank Hvid Petersen

Winner of Prospera Investor Rankings: Best Macroeconomic & Equity Strategy Analysts
25 Years of Experience in the Financial Sector

Frank has long been a sought after investment guru and authority with a background of almost 25 years specializing in macroeconomics and financial markets. He was previously the Chief Economist and Chief Equity Strategist for Alfred Berg Bank (A leading Nordic Investment Bank) as well as the Head of Strategy and Portfolio Management in Carnegie Investment Bank. Since then he has established his own advisory firm - Early Bird Research, a professional market research company.

Aside from that, he holds a M.Sc. (Econ) from the University of Copenhagen and writes columns on portfolio management issues for AMWatch - a Scandinavian asset management news site.


“Frank has the capability of framing the argments and making his point of view clear for every attendee. The fact that Frank manages to understand every individual’s challenges makes him one of the best investment lecturers in Denmark. Frank is a tremendous communicator with a high level of both intelligence and humor.”
– Sydbank

“Frank is a well-prepared teacher with great insight and professional knowledge, with a commitment to teaching.” 
 Smart Academy Denmark

"The course was excellent, very relevant. Good and very inspiring teaching methods."
– Vice President, T. Rowe Price

"The course fully met my expectations. It was excellent. A good mix of theory and practice. Good anecdotes."
– Analyst, Arbejdernes Landsbank (Denmark's 7th Largest Bank)

Why Choose Kexxel's VILT Courses

NOT a Webinar!
Join our live, virtual courses enriched with a diverse range of interactive activities, such as action plans, group discussions, breakout sessions, exercises, case studies, and more.

Course Materials
An advantageous combination of presentation slides and downloadable workbooks are provided to participants prior to classes for a more holistic learning experience.

Pre-Course Questionnaires
Our instructors will understand the specific needs and requirements of each individual participant, by allowing attendees to review and highlight topics of importance prior to the course.

Private, In-house Sessions
Upon request for organizations seeking a more customised learning for their employees.

Post-event Follow up
Learning doesn’t stop at the close of the window screen! We'll do a post event follow up on a quarterly basis. This is an exclusive, invitation-only access for participants that have attended courses under an instructor in that quarter.

Event 1: Asset Allocation & Portfolio Management (13 July 2020)

Overview of Module 1: Asset Allocation & Portfolio Management - Traversing Through the Turbulence

As the pandemic crisis and shifting stock markets continue to shake up global financial markets and investors, strategic investment portfolio management is more imperative than ever before. In this course, Frank Hvid Petersen will equip you with an in-depth overview of the modern portfolio theory and types of asset allocation to better navigate the globally turbulent environment we are in.

You will learn:

  • Modern Portfolio Theory
  • Static and dynamic strategic asset allocation
  • Pros and cons of risk the parity approach and how it performs in different scenarios
  • Overview of factor investing

[Read more]

Event 2: Risk Measures for Portfolios (13 August 2020)

Overview of Module 2: Risk Measure for Portfolios - Optimising Trade-Off Between Risk and Return

Understanding and managing portfolio risk is perhaps the most important component of portfolio management, as the ability to quantify the risk of a portfolio allows room to optimise for potential returns. In this course, Frank Hvid Petersen will assist you with mastering the theory and practice of risk management applied to portfolios over a broad variety of asset classes.

You will learn:

  • Overview of portfolio risk
  • Main measures of risk of a portfolio
  • How to analyse and measure the impact of correlation on portfolio risk exposures
  • The different methods and measures to credit risk modeling

[Read more]

Event 3: Alternative Investing (20 July 2020)

Overview of Module 3: Alternative Investing - Alternative Asset Classes and How They Perform In Times of Uncertainty

In light of the plethora of alternative asset classes, it is important to fully understand and assess their potential investment opportunities and their repercussions, good or bad, on your portfolio. In the current period of economic uncertainty, it is crucial to get things right. In this course, Frank Hvid Petersen will teach you how to leverage alternative investments to grow the value of your portfolio.

You will learn:

  • An overview of the different alternative asset classes
  • Benefits and pitfalls of investing in alternative investments
  • Their risks and how they behave in both good and bad times

[Read more]

Event 4: ESG Investing (11 August 2020)

Overview of Module 4: ESG Investing - Creating Responsible & Sustainable Investments

In recent years, socially responsible and sustainable investing has taken a higher precedence in the agendas of private investors, institutional investors and corporations alike. In this course, Frank Hvid Petersen will provide you with insights on how to maximise financial returns with ESG investing.

You will learn:

  • Why sustainable investments have increased dramatically in recent years – and its possible continuation despite COVID-19
  • Different types of responsible investments
  • Diving deeper into ESG investing, the challenges, and implications on portfolio returns

[Read more]

*******For more details, kindly download the brochure*******


Virtual Instructor-Led Training (VILT)