Discover all the modules of the Masterclass
INSTRUCTOR: Marcello Zanardo + International Students Panel
In this module, you will hear from our founder and CEO Marcello Zanardo the seven reasons how you can benefit from this unique MasterClass.
But that's not all - you will also get the chance to listen to four of our brightest MasterClass students who will share their personal experiences and the benefits offered by this MasterClass.
This includes how the course has helped them upskill/reskill by learning the most practical and relevant topics to understand and operate in the world of investment management.
With our MasterClass you will have access to not only top industry experts with decades of experience from prominent institutions, but also to a supportive community of fellow learners who are passionate about this discipline.
Whether you are just starting out or looking to take your career to the next level, our MasterClass can help you achieve your goals and succeed in the fast-paced world of finance.
So what are you waiting for? Join us today and start your journey towards a brighter future!
INSTRUCTOR: Marcello Zanardo + International Students Panel
This module (Part 2) continues the conversation with the students panel on the benefits offered by the MasterClass. You will form a deeper understanding of the tutors/guest speakers’ professional backgrounds and of the rare insider knowledge they can offer. You will discover how this MasterClass provides you with the opportunity to learn from real experts in the field who can share their experiences and secrets to success.
The students will also comment on the Academy’s mission, which is to promote financial education and connect talented students to the job market. Hear directly from them how important it is not only to be taught the right skill set to enter the job market but also to be connected directly to potential employers while creating a supportive financial community where education and career prospects are aligned.
Don't pass on this chance to get a glimpse of our tutors' strong credentials and learn from the best in the financial industry.
Enroll in the MasterClass today and take your skills to the next level!
INSTRUCTOR: Marcello Zanardo
In this module, our founder and CEO Marcello Zanardo will describe a detailed layout of the MasterClass.
The MasterClass is divided into 31 modules which equate to 31 webinars.
Some of these are free to attend, with the final module being a live webinar with our CEO, where you will also have a chance to ask questions and provide feedback.
Half of the modules are taught by Marcello Zanardo, who will share his extensive experience in the financial industry and academia. The remaining modules are taught by real market experts in their respective fields, including technical and fundamental analysis, ESG and geopolitics, offering you a real and expert perspective on several aspects of the financial markets.
Don't pass on this chance to find out what this MasterClass can offer.
Enroll in the MasterClass today and take your skills to the next level!
INSTRUCTOR: Marcello Zanardo
In this module you will learn the building blocks of investment management, starting with Asset Classes (Equities, Fixed Income, FX, Cash and Alternative Asset Classes), their definition, characteristics and the relationship between them.
By the end of this module, you will learn to:
• Discover the unique characteristics and behaviour of equities, including how to value stocks and understand the 11 Sectors in the Global Industry Classification Standard.
• Construct a diversified portfolio aligned with your investment goals.
Make informed investment decisions and maximise the potential of your portfolio.
INSTRUCTOR: Marcello Zanardo
This module goes beyond equities to explore the world of fixed income and other alternative asset classes.
By the end of this module, you will have a good understanding of:
• The importance of cash flows from fixed income securities and the various types of bonds issued by governments and corporations.
• Discover the evolving landscape of alternative asset classes, including commodities, real estate, PE, hedge funds, collectibles and cryptocurrencies/digital assets.
• Gain a deeper understanding of the relationship between asset classes, their evolution and how they fit into a diversified investment portfolio.
INSTRUCTOR: Elisabetta Leoni - Senior Investment Director, Australian Super
Moderator: Marcello Zanardo
In this module you will learn about Real assets (or Private Assets) and their key characteristics from an expert in the field, Ms Elisabetta Leoni, Senior Investment Director of Australian Super, moderated by our CEO Marcello Zanardo.
By the end of this module, you will learn about:
• Definition of Real assets, market size and market dynamics
• Key benefits of real assets in an investment portfolio
• Key risks of real assets
• Private Equity (PE) as the main Real Assets constituent
• Three case studies on PE
• How these assets require specialised expertise for making an informed decision
• Case studies
Elisabetta Leoni - Senior Investment Director, Australian Super
Moderator: Marcello Zanardo
This module is the second part on real assets, continuing our conversation with Ms Elisabetta Leoni, expert in the field.
In this module, you will:
• Discover the benefits and risks of investing in real assets’ other constituents: real estate, infrastructure and private credit
• Learn about their definition, market size and market dynamics
• Learn about predictable returns of real assets
• Learn from a real case study in infrastructure
INSTRUCTOR: Marcello Zanardo
In this module, you will learn about the fundamentals of the fixed income markets in more details, continuing from module 5.
By the end of this module, you will be able to understand:
• The various forms of fixed income securities, including government and corporate bonds.
• The main variables in this market: credit risk, duration, the yield vs price relationship
• The importance of fixed income securities in providing more reliable sources of income for investors.
Fixed income securities and their role in a well-diversified investment portfolio.
INSTRUCTOR: Marcello Zanardo
In this module you will learn the concept at the core of investing: the relationship between Risk and Return.
By the end of this module, you will be able to understand:
• The definition of risk and return
• The main ways to measure risk and return
• Their relationship
• Various types of risk and how they impact investment decisions
• Understand the trade-off between risk and return and how to make informed investment decisions.
INSTRUCTOR: Marcello Zanardo
This module continues Module 9 to explain the relationship between risk and return and how they manifest themselves in the financial markets.
By the end of the module, you will be able to understand:
• Two fundamental concepts in financial markets and how they materialise: equity risk premium and market drawdowns.
• The definition of equity risk premium, how it is measured and its behaviour over time.
• The definition and historic evidence of market drawdowns and their significance in investing.
• Black swans events and how they affect the risk vs return relationship.
INSTRUCTOR: Marcello Zanardo
This module is a deep dive into the definition of the main financial markets, their evolution on the risk and return matrix over a long period of time and the impact of inflation, which has come back to centre stage.
By the end of the module, you will be able to understand:
• Definition, size and type of main financial markets
• Their role in allocating resources and creating liquidity for businesses and entrepreneurs
• Their evolution over time by country/sector
• Their historic returns by main asset class and country
• The impact of inflation on investing.
INSTRUCTOR: Marcello Zanardo
This module continues the fascinating journey in financial market returns across time, starting from 30 years ago and focusing on the most recent
year of 2022, when inflation came back to centre stage with significant impacts on investment performance.
In this module, you will learn:
• The different markets with a deep dive into their performance
looking at main asset classes, sub-asset classes and specific sectors
• How to evaluate what happened in different sectors and industries over time to make more effective investment decisions.
INSTRUCTOR: Silvio Olivero, Head of Research, GiottoCellino Sim S.p.A.
Marcello Zanardo: Moderator
In this module, you will be exploring the fascinating world of fundamental analysis with the guidance and experience of Mr Silvio Olivero, who uses the CAPE and the ECY (excess cape yield) as valuable tools to make investment decisions in his investment firm, GiottoCellino SIM.
By the end of this module, you will master:
• The definition and variables of the price earnings (P/E) ratio and how it can be used to compare single stocks and market indexes across main asset classes.
• Learn how to examine the P/E ratio's financial meaning and
explore the methodology used by Professor Schilder
• Expand your understanding of fundamental analyses
INSTRUCTOR: Silvio Olivero, Head of Research, GiottoCellino Sim S.p.A.
Marcello Zanardo: Moderator
This module continues the study of the CAPE from module 13,
which includes the introduction to ECY. Their definition, components and predictive powers are also analysed together with their main applications
as valuable investing tools.
By the end of this module, you will be able to understand:
• The concept of the (P/E) ratio in the stock markets and its relation to markets’ fluctuations.
• The phenomena of irrational exuberance and irrational pessimism in equity markets, which translate into fluctuations in the P/E ratios.
• The evolution from P/E ratio to ECY and their relationships
• The applications of these combined ratios as predictive tools to spot future market trends.
INSTRUCTOR: Marcello Zanardo
In this module you will explore the definition of factor investing and its main components.
By the end of this module, you will learn:
• How to assess the foundations of factor investing, including its
history, styles and potential uses.
• The main characteristics of each style factor, such as growth, value, volatility, yield, quality, momentum and size.
• A deeper understanding of factor investing and how it can help enhance portfolio diversification while generating better returns.
INSTRUCTOR: Silvio Olivero, Head of Research, GiottoCellino Sim S.p.A.
Marcello Zanardo
In this module, we continue the study of factor investing with a deep dive into the relationship of two main styles: Value and Growth.
We benefit from the extensive experience and expertise of Mr Silvio Olivero, who has successfully used market analysis
of these two styles to make investment decisions at his firm GiottoCelino SIM.
By the end of this module, you will learn about:
• The two main categories of stocks, value and growth, and
how they characterise the two investing styles.
• An historic perspective on returns across different markets.
• Analysing the different types of risks faced by value and
growth investors.
• Obtain a better understanding of the factors driving value and growth investing.
INSTRUCTOR: Filippo Ramigni, Independent Technical Analyst with broad multi assets experience.
Marcello Zanardo: Moderator
This module will introduce you to the fascinating world of Technical Analysis with the vast experience and expertise of Mr Filippo Ramigni. Mr Ramigni has been following the financial markets by using technical analysis for almost 30 years across all listed asset classes.
By the end of this module, you will be able to understand:
• The definition of Technical Analysis and how it differs from Fundamental Analysis
• The main concepts of Technical Analysis
• The Dow Theory and trend concepts
• Different types of charts, and the importance of price and volume in predicting market trends
• Arithmetic vs Logarithmic scales
INSTRUCTOR: Filippo Ramigni, Independent Technical Analyst with broad multi assets experience.
Marcello Zanardo: Moderator
This module continues from module 17 our journey into the fascinating world of Technical Analysis assisted by the experience and expertise of Mr Filippo Ramigni.
By the end of this module, you will be able to understand:
• The basic concepts of trends and trendlines
• Support and resistance levels and channels
• Use of moving averages and the Fibonacci sequence
• The definition and main concepts of behavioural finance.
INSTRUCTOR: Francesco Sedati, Head of Equities, Eurizon Capital (IntesaSanpaolo)
Marcello Zanardo: Moderator
This module addresses the first part of ESG and its impact on the investment world. Helped by a top international professional, Mr Francesco Sedati, Head of Equities at Eurizon Capital (part of IntesaSanpaolo), we start from the definition of ESG and its impact on consumers, citizens and investors.
In this module, you will learn:
• Definition and evolution of ESG
• Main initiatives and regulations related to ESG
• Significance of ESG for investors but also its wider implications for consumers and citizens.
• Gain a comprehensive understanding of ESG and its role in shaping corporate behaviour and policies.
INSTRUCTOR: Francesco Sedati, Head of Equities, Eurizon Capital (IntesaSanpaolo)
Marcello Zanardo: Moderator
This module continues from module 19 to explore different aspects of ESG, helped by Mr Francesco Sedati, Head of Equities at Eurizon Capital (part of IntesaSanpaolo).
By the end of the module, you will have a better understanding of:
• ESG ratings and rating agencies.
• The different approaches taken by rating agencies and the
importance of materiality in ESG ratings, discussing differences and controversies.
• The dominant part of ESG (the E), with a focus on climate
regulation and investing.
• Concepts of climate investing, green bonds and additional
controversies in ESG.
INSTRUCTOR: Marcello Zanardo
This module explores thematic investing and defines what megatrends are. Both concepts are fundamental for understanding long lasting structural and transformational changes in societies and translate them into effective investment decisions.
By the end of this module, you will learn:
• The definition of Thematic investing
• Historical examples of how new mega trends have transformed not only societies but also markets’ compositions (from rail to technology).
• Definition of megatrends and how to play them (5G, Robotics).
INSTRUCTOR: Marcello Zanardo
This module continues Module 21 into our exploratory journey
in the new megatrends. You will continue learning about the importance of thematic investing to have a better understanding of our world and societies, and also to capitalise on long-term, structural shifts created by changes in macroeconomic, geopolitical, and technological factors.
By the end of the module, you will have a better understanding of:
• Three megatrends: transforming technology, changing socio-demographics and preserving the earth and their implications.
• How thematic investing can be used to gain an analytical edge in building a more efficient portfolio.
INSTRUCTOR: Brunello Rosa, CEO and Head of Research, Rosa & Roubini Associates
Marcello Zanardo: Moderator
This module addresses geopolitics and the new forms of warfare, including trade wars and cyberwarfare. Assisted by a top international economist and professional in the field, Mr Brunello Rosa, who is also an academic teaching at various top international universities, attending this module is a must for anyone wishing to better understand the new world order.
Do not miss it!
This module analyses the new geopolitical environment (China vs USA, Russia’s war in Ukraine and the world’s polarisation) using the tools of history and geopolitics.
Only in this way is it possible to move away from the noise and gain a real understanding of current issues related to supply chains, trade wars and technology supremacy.
INSTRUCTOR: Brunello Rosa, CEO and Head of Research, Rosa & Roubini Associates
Marcello Zanardo: Moderator
This module continues from module 23 to offer interesting insights into why the new gold (data) and the new forms of finance (digital payments and currencies over different circuits) are playing a central role in geopolitics.
Again, Mr Brunello Rosa offers us the right tool box to make sense of our world.
Do not miss it!
By the end of this module, you will have a better understanding of:
• Cyber warfare and the lack of international consensus on digital sovereignty and its threat to global security.
• The consequences of cyber attacks and the need for international agreement on how to classify and respond to them.
• The importance of cyber security and the need for international cooperation to combat the growing threat of cyber attacks.
• Why countries and central banks are investing so much on creating digital currencies and their digital payment circuits.
INSTRUCTOR: Marcello Zanardo
This module analyses the process of asset allocation in its main components.
By the end of this module, you will learn:
• The definition of the asset allocation process
• The description and analysis of its pillars including: investment goals, risk tolerance risk management and investment horizons.
• The description of different investment strategies based on these criteria.
• The benefits of diversification and the different methodologies to implement it.
• How to create an effective investment portfolio that balances risk and reward according to your unique goals and circumstances.
INSTRUCTOR: Marcello Zanardo
This module continues from module 25, illustrating examples of some of the most famous investment portfolios and offering precious insights into how to avoid the most common investing mistakes.
In this module, you will learn:
• How to avoid some of the most common mistakes made
by investors
• How to get familiar with some of the most famous investment portfolios
• How to create an effective investment portfolio that balances risk and reward according to your investment goals and risk tolerance.
INSTRUCTOR: Marcello Zanardo:Moderator
Stefano Nora, Financial Sector Analyst, Global Equity PM,
Pictet Asset Management (London based, UK);
Marina Marchand (CFA) UK Pension Fund Manager,
Investment Analyst Equities (London based, UK);
Chad Morganlander, Senior Portfolio Manager,
Washington Crossing Advisors (Stifel) (USA based);
Francesco Sedati, Head of Equities, Eurizon Capital (IntesaSanpaolo) (Milan, Italy based).
In this module we are fortunate to have the pleasure of discussing topics related to investing in the financial markets, with four extremely experienced and accomplished portfolio managers from the USA, UK and Italy.
This module offers you a unique perspective on the markets. You will get to learn from real market experts on various topics such as:
• Why invest?
• Cash: The Diminishing Purchasing Power
• The evolution of Equity Markets
• Home Bias and Diversification
• Picking winning sectors is important
• Sector/ industry diversification
INSTRUCTOR: Marcello Zanardo: Moderator
Stefano Nora, Financial Sector Analyst, Global Equity PM,
Pictet Asset Management
Marina Marchand (CFA) UK Pension Fund Manager,
Investment Analyst Equities
Chad Morganlander, Senior Portfolio Manager,
Washington Crossing Advisors (Stifel)
Francesco Sedati, Head of Equities, Eurizon Capital (IntesaSanpaolo)
In this module we continue the conversations with our panel of four experienced portfolio managers from the USA, UK and Italy, focusing our analysis on the central topic of risk and return.
In this module, you will gain a deeper understanding of “Why Invest” focusing on the following:
• Managing Risk & Return
• The Return cycles
INSTRUCTOR: Marcello Zanardo: Moderator
Stefano Nora, Financial Sector Analyst, Global Equity PM,
Pictet Asset Management
Marina Marchand (CFA) UK Pension Fund Manager,
Investment Analyst Equities
Chad Morganlander, Senior Portfolio Manager,
Washington Crossing Advisors (Stifel)
Francesco Sedati, Head of Equities, Eurizon Capital (IntesaSanpaolo)
In this module we continue the conversations with our experienced panel, focusing our analyses on ESG.
You will gain an understanding of:
• ESG genesis also from Sustainable Development Goals, SDGs by 2030
• The significance of ESG to institutional investors, consumers and citizens
• The implications of ESG on investing.
INSTRUCTOR: Marcello Zanardo: Moderator
Stefano Nora, Financial Sector Analyst, Global Equity PM,
Pictet Asset Management
Marina Marchand (CFA) UK Pension Fund Manager,
Investment Analyst Equities
Chad Morganlander, Senior Portfolio Manager,
Washington Crossing Advisors (Stifel)
Francesco Sedati, Head of Equities, Eurizon Capital (IntesaSanpaolo)
This module concludes the conversations with our four distinguished panellists, offering all investors insights based on their extensive experience in the financial markets.
This one of the most important modules where market experts will share their most relev/#ant knowledge on various topics such as:
• Most common investing mistakes
• Reasons why some funds tend to underperform
• Most common mistakes of retail investors
At the end of the module, the experts will share their advice to young investors. Consider them as your mentors!