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TITLE: INVESTMENT COMMITTEE CONFIGURATION
LECTURER: Mag. Dr. Markus Schuller, MBA, MScFE
DURATION: 2 x 3h
DATES: December 15 & 17, 2020
FORMAT: Online

“Never let a crisis go to waste.” This truism became popular again during the pandemic. The impact of an event like the current one implicitly performs a stress test on whether the decision support systems of investment committees are sufficiently advanced. In other words: how to improve the resilience of investment professionals and their related committees?

  • Principal-Agent Considerations
  • Culture vs Process vs Individual
  • Career Protection Objectives
  • Procyclicality Concerns
  • Knowing-Doing Gap in Behavioral Finance
  • Investment Committees vs Comparative Advantages
  • Maximizing Cognitive Diversity for
    High Performance Investment Teams
  • Train Decisions Under Uncertainty
  • Increase Ambiguity Tolerance
  • Heuristics for Creative and Critical Thinking
  • Introduce Simple Rules
  • Align Incentive Systems
  • Examples for Best Practices

Participants will reflect on their own investment teams/committees and explore how to optimize it by applying previously introduced techniques and lessons learned.

Moderated by the lecturer, participant share their findings and reflect together on eventual further improvements of their own or other findings.

COURSE DETAILS

“Never let a crisis go to waste.” This truism became popular again during the pandemic. The impact of an event like the current one implicitly performs a stress test on whether the decision support systems of investment committees are sufficiently advanced. In other words: how to improve the resilience of investment professionals and their related committees?

This is easier said than done. For us to change our behavior lastingly, certain conditions need to be met. Thus, personal resilience is not being built overnight and cannot be called without considering the context in which resilience is performed. This is equally true for investment professionals and their related investment committees.

Staying resiliently focused on most evidence-based investment decisions enables them to master challenges, setbacks and even crises better than others. A crucial comparative advantage. This online course introduces you to and makes you test best practices that professional investors can build on, thus performing resilience individually while also as an investment committee.

ABOUT THE SPEAKER

Mag. Dr. Markus Schuller, MBA, MScFE

Founder & Managing Partner / Panthera Solutions Sarl

Markus Schuller  is the founder and managing partner of Panthera Solutions Sarl, a leading applied behavioral finance consultancy. As award-winning Investment Decision Architects™, Panthera optimizes the choice architecture of professional investors through applied behavioral finance methods. Empowering the decision makers towards comparative advantages in capital markets remains the ultimate goal. The Panthera intervention toolbox has proven to be equally effective and innovative.

As adjunct professor, Markus teaches courses like “Asset Allocation & Applied Behavioral Finance“Risk Management & Applied Behavioral Finance”, “Investment Banking” and “Narrative Reporting” at renowned Master in Finance programs of the EDHEC Business School, the IE Business School and the International University of Monaco. Markus publishes in academic top journals (i.e. Journal of Portfolio Management, 2018), writes articles for professional journals (i.e. CFA Institute, OECD Insights, etc.) and holds keynotes at international investment conferences. 

As an investment banker, adjunct professor and author, Markus looks back at 20 rewarding years of trading, structuring, and managing standard and alternative investment products. Prior to founding Panthera Solutions, he worked in executive roles for a long/short equity hedge fund for which he developed the trading algorithm. Markus started his career working as equity trader, derivatives trader and macro analyst for different banks.

 

COURSE DETAILS
LANGUAGES
English
TARGET GROUPS
• (Multi-) Family Offices
• Wealth Managers
• Private Banks
• Regional Banks
• Trusts
• Finance Director
• Financial Analyst
• Corporate Treasurer
• Management Consultant
• Performance Manager
• Legal & tax advisor
CERTIFICATION
Yes | 6 CPD Credits

HAVE ANY QUESTIONS?

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OUR MISSION IS
TO EMPOWER YOU

Panthera Solutions Sarl
5, Avenue Saint Laurent | MC 98000 | Monaco | info@panthera.mc | Company ID / 18S07917

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