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Configure High Performance Investment Committees

Learn to configure investment committees and make informed investment decisions rather than becoming mired in biases, conflicts and formalities.

A group of people in a meeting

About the Course

Investment committees are well established decision making bodies. They are expected to enrich the competencies of their participants in order to take the most informed investment decisions. Instead, they often get exposed to group biases, conflicts, and formalities, leading to suboptimal investment decisions. 

Learn how to configure an investment committee to achieve the most evidence-based decisions. Explore best practices that will help your team to focus. Enable them to master challenges, setbacks, and even crises better than others; a crucial comparative advantage.

Course Snapshot

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    Expert level

    Investment committee members, CIOs, Board of Directors, Investors with fiduciary duty, 10 years+ investment experience.

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    Gain technical skills

    Learn how to configure a committee that produces the most evidence-based investment decisions.

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    Certificate of completion

    Upon completion of the course you will receive a certificate of completion.

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    Online instructor led training

    Live training delivered online in boot-camp style, hands-on learning.

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    3 hours to complete

    One 3-hour long small group session delivered by Markus Schuller, from Panthera Solutions.

Meet the instructor

Markus Schuller

Markus Schuller

Dr. Markus Schuller, MBA, MScFE is the founder and managing partner of Panthera Solutions. As a leading behavioral design company, Panthera optimally configures the investment decision design of professional investment processes to facilitate most evidence-based decision making.

As adjunct professor, Markus teaches at renowned Master in Finance programs of the EDHEC Business School, IE Business School and the International University of Monaco. Markus publishes in academic journals, writes articles for professional journals, and delivers keynotes at international investment conferences.

Prior to founding Panthera Solutions, Markus worked in executive roles for a long/short equity hedge fund for which he developed the trading algorithm. Markus started his career working as an equity trader, derivatives trader, and macro analyst for different banks.

What You'll Learn

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    Train decisions under certainty  
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    Increase ambiguity tolerance
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    Heuristics for creative and critical thinking
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    Introduce simple rules
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    Align incentive systems
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    You will reflect on your own investment teams/committees and explore how to optimize them 
Session Dates Times
Session 1

7 Jul 2022

10:00 AM CET (GMT +2)

4:00 PM HKT (GMT +8)

Session 2 7 Jul 2022

10:00 AM EST (GMT -4)

4:00 PM CET (GMT +2)

Session 1

Member Enrollment Fee

EUR 249
Members save EUR 30. Enrollment includes access to course recordings and the presentation deck through Panthera Solutions.

Non-Member Enrollment Fee

EUR 279
Enrollment includes access to course recordings and the presentation deck through Panthera Solutions.

Session 2

Member Enrollment Fee

EUR 249
Members save EUR 30. Enrollment includes access to course recordings and the presentation deck through Panthera Solutions.

Non-Member Enrollment Fee

EUR 279
Enrollment includes access to course recordings and the presentation deck through Panthera Solutions.
For information about the relationship between CFA Institute and Panthera Solutions SARL, please visit our Terms and Conditions page.
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