Learn from Financial Experts Who've Been There
Our investment education program connects you directly with seasoned professionals who bring decades of real-world experience to every lesson. This isn't just theory—it's practical knowledge from people who've navigated actual market cycles.
Meet Your Investment Mentors
Each instructor brings unique perspectives shaped by different market environments, investment philosophies, and professional backgrounds. You'll learn from their successes, mistakes, and the wisdom that comes from years of practical application.
Marcus Henley
Senior Investment Strategist
Marcus spent fifteen years managing institutional portfolios before transitioning to education. He's particularly known for his ability to explain complex derivative strategies in ways that actually make sense. His teaching style focuses on building intuition first, then adding the technical details.
Theodore Blackwood
Portfolio Management Expert
Theodore's background spans both quantitative analysis and traditional value investing. He started his career during the dot-com bubble and learned valuable lessons about market timing and valuation. His approach emphasizes understanding business fundamentals alongside technical analysis.
How We Actually Teach This Stuff
Case Study Immersion
We dig into real investment scenarios—both successful and disastrous ones. You'll analyze actual company financials, market conditions, and decision-making processes that led to specific outcomes. It's messier than textbook examples, but that's exactly the point.
Socratic Discussion Method
Forget lecture halls and PowerPoint marathons. Our sessions revolve around questions, challenges, and guided discovery. You'll defend your investment thesis, critique others' reasoning, and learn to think critically about financial decisions under pressure.
Progressive Skill Building
Each concept builds naturally on the previous one. We start with basic financial statement analysis and gradually work toward complex portfolio construction. By month twelve, you're tackling multi-asset strategies and risk-adjusted performance measurement.
Your Learning Journey with Expert Guidance
This isn't a cookie-cutter program. Each student progresses at their own pace while hitting key milestones that ensure comprehensive understanding.
Foundation Assessment & Goal Setting
We start by understanding your current knowledge level and investment objectives. This isn't a test—it's a conversation that helps us tailor the program to your specific needs and learning style.
Core Concepts with Practical Application
You'll master fundamental analysis, portfolio theory, and risk assessment through hands-on exercises. Each concept gets tested immediately with real-world scenarios and current market examples.
Advanced Strategy Development
Now comes the interesting part—developing your own investment philosophy and strategy. Your instructor acts as a sounding board, challenging your assumptions and helping refine your approach.
Independent Research & Mentorship
The final phase involves independent research projects with ongoing mentor support. You'll present investment recommendations, defend your analysis, and receive detailed feedback on your methodology.
Ready to Start Your Investment Education?
Our next cohort begins September 2025. Limited to twelve students to ensure personalized attention and meaningful interaction with instructors.
Get Program Details