Master Investment Evaluation
Build the analytical skills that separate successful investors from everyone else. Our comprehensive program combines rigorous theory with real-world application.
Your Learning Journey
We've structured this program around the way professional analysts actually work. Each phase builds on the previous one, with plenty of hands-on practice.
Foundation Phase (Months 1-3)
Start with financial statement analysis and basic valuation concepts. You'll work through real company reports and learn to spot the numbers that matter. We cover cash flow analysis, ratio interpretation, and the fundamentals of risk assessment that every serious investor needs.
Analysis Phase (Months 4-7)
Dive into discounted cash flow models, comparable company analysis, and precedent transactions. This is where theory meets practice as you build comprehensive investment models. We'll tackle sector-specific considerations and learn when different approaches work best.
Application Phase (Months 8-10)
Take on complex case studies using real market data. You'll analyze merger opportunities, restructuring scenarios, and distressed situations. This phase includes presentation skills because your analysis is only valuable if you can communicate it effectively.
Mastery Phase (Months 11-12)
Complete your capstone project with mentorship from industry professionals. You'll present comprehensive investment recommendations to a panel that includes active portfolio managers and analysts. This is your opportunity to demonstrate mastery of the entire evaluation process.
How We Actually Teach This Stuff
Look, investment evaluation isn't something you learn from textbooks alone. Our approach mirrors how professionals develop these skills in the real world – through practice, mentorship, and making mistakes in a safe environment.
- Live market data in every session
- Weekly case study competitions
- Peer review and collaborative analysis
- Industry guest speakers monthly
- Personal mentor assigned by month 4
- Portfolio tracking throughout program
Learn from People Who've Done This
Henrik Johansson
Former Goldman Sachs Analyst
Henrik spent eight years in equity research before transitioning to education. He's the person who'll show you why DCF models sometimes lie and how to spot the assumptions that actually matter in valuation work.
Brigitte Nakamura
Portfolio Manager & Risk Specialist
Currently managing $400M at a Toronto-based fund, Brigitte teaches our advanced modules. She brings recent war stories from the markets and helps students understand how institutional investors really make decisions.
Elisabeth Bergström
M&A Advisory Director
Elisabeth has closed over $2B in transactions across various sectors. She leads our case study program and teaches the nuanced art of comparable company analysis that you won't find in academic textbooks.
Ready to Start?
Our next cohort begins in September 2025. We keep class sizes small to ensure everyone gets the attention they need to develop these complex skills properly.