Learn Investment Analysis from Industry Veterans
Our six-month program connects you with experienced practitioners who've spent decades analyzing markets, evaluating companies, and building portfolios across different economic cycles.
Schedule Program ConsultationKepler Zheng
Senior Portfolio Strategist
After managing institutional portfolios for 18 years, Kepler brings real-world experience from both bull and bear markets. He's particularly skilled at teaching students how to read financial statements and spot red flags that computers often miss. His approach focuses on building judgment rather than just following formulas.
Iris Caldwell
Risk Assessment Specialist
Iris spent over a decade working with pension funds and endowments, where mistakes could affect thousands of retirees. She teaches students how to think about risk beyond simple volatility measures. Her sessions often include case studies from actual investment decisions she's made, including the reasoning behind both successful and unsuccessful choices.
Vera Blackwood
Market Research Director
Before joining our program, Vera led research teams at several investment firms, covering everything from tech startups to industrial companies. She excels at helping students develop their own research process rather than copying someone else's approach. Her mentoring style emphasizes asking the right questions before jumping to conclusions.
How We Actually Teach Investment Analysis
Most programs teach theory. We focus on developing practical judgment through guided practice with real market situations. Our instructors don't just explain concepts—they show you their actual thought process when evaluating investments.
Case-Based Learning
You'll work through actual company situations our instructors have encountered. We discuss what they were thinking at the time and how those decisions played out over months or years.
Collaborative Analysis
Small group sessions where you and fellow students debate investment theses while instructors guide the discussion. The goal is developing your ability to think independently while learning from different perspectives.
Mentorship Focus
Regular one-on-one conversations with instructors about your developing investment philosophy. These aren't formal lectures but working sessions where you can ask about anything you're grappling with.