Strategic Wealth ManagerNEW

Select
Date(s)
December 20, 2022–November 21, 2023
Cost
$20,000
CIBE Credits
13
Format
Modular, Blended
Location
Online Sessions and In Person Networking
Requirements
Applicants should have fluency in written and spoken English. International exposure is preferred.

Strategic Wealth Manager


Select
Date(s)
December 20, 2022–November 21, 2023
Cost
$20,000
CIBE Credits
13
Format
Modular, Blended
Location
Online Sessions and In Person Networking

Highlights

Program Structure

Investment Strategies

  • Introduction to Financial Markets
  • Major Asset Classes and Historical Performance
  • Measuring and Evaluating Risk
  • Fixed Income and Implications for Asset Allocation
  • Understanding and Monitoring Corporate Leverage
  • Drivers of Interest Rates and the Fed
  • Stocks: Valuation and Investment Strategies
  • Option Basics
  • Alternative Asset Classes: Hedge Funds, Private Equity, Real Estate, and Bitcoin

Asset Allocation and Portfolio Management

  • Behavioral Finance and Market Efficiency
  • Practical Portfolio Construction
  • Portfolio Risk Management
  • Life Cycle Investing
  • What to Include in Your Client Portfolio
  • Wealth Management Ecosystem

Trusted Client Advisory

  • Understanding Your Clients’ Needs
  • Building Trusted Client Relationships
  • Client Retention and Key Account Management
  • The Value Pyramid: Becoming a Strategic Advisor

Participant Profile

Faculty

Harry Mamaysky

Harry Mamaysky

Professor of Professional Practice in the Faculty of Business

Faculty Director
Harry Mamaysky

Harry Mamaysky

Professor of Professional Practice in the Faculty of Business

Mamaysky teaches capital markets and asset pricing to MBA, Masters, and PhD students as well as Executive Education programs on the use of text data in finance and on corporate bonds. His research focuses on equity, exchange rate, volatility, and credit markets, the role of information in the trading process, and on market microstructure. He has consulted for a quantitative investment firm and a nationally recognized statistical rating organization. Prior to his return to academia, he founded the Systemic Risk Group at Citigroup and served as a member of the firm’s Risk Executive Committee. He has held portfolio management positions with Citi Principal Strategies, Old Lane, and Morgan Stanley. He joined Columbia Business School in 2015.

Eric Baron

Eric Baron

Adjunct Professor of Business

Eric Baron

Eric Baron

Adjunct Professor of Business

Eric Baron has been researching the sales process and how it relates to problem solving for the last 20 years. Much of what he has learned is included in his book, Selling Is a Team Sport. He has published many articles and white papers that address this subject. He is also interested in sales management principles and his next book, currently in the draft stage, focuses on the importance of coaching as a critical skill for sales managers.

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