It’s the content that counts.
The Academy program is divided into six modules. The content ranges from basics of successful investing to asset classes like listed equity, private equity, real estate and alternative investments, as well as risk management and asset monitoring. All our knowledge in a condensed form.
The workshops are offered both as a complete package and individually: If you have only little experience in investing or want to update your knowledge, book the complete program. Experts choose from the complete offer according to their level of knowledge.
Whatever choice you make: We look forward to your participation!
MODUL 1
Basic investment principles
Speakers: Stephan Buchwald, Dr. Patrick Maurenbrecher
1. Secrets of the success of large family fortunes
Basic knowledge: Investing
2. Development of a strategic asset allocation and basic rules of portfolio architecture
Weighting rules, overview of all asset classes, core-satellite strategy
Modul 2
Management of large fortunes
Speakers: Dr. Patrick Maurenbrecher, Catharina Weber
1. Ongoing management of large assets
liquidity planning, rebalancing
2. Selection criteria for investments
MODUL 3
Presentation of the investable asset classes
Speakers: Stefan Groskreutz, Dr. Patrick Maurenbrecher
Entrepreneurial investments
Properties, special features, portfolio construction per asset class
1. Listed equity (shares)
2. Private equity
MODUL 4
Real Estate
Speakers: Kilian Kagel
1. Real estate portfolio
2. Real estate project development
MODUL 5
Presentation of the investable asset classes
Speakers: Stefan Groskreutz, Frank Rehder
Alternative Investments
1. Absolute return
2. Private alternatives
MODUL 6
Risk management and professional asset monitoring
Speakers: Alexander Köster, Janina Schiefelbein
1. Asset reporting and key risk figures
2. Asset protection
MODUL 7
Structuring succession within assets
Speakers: Berndt Otternberg, Janina Schiefelbein
