Advisory

Date: 

26.10.2024 – 09:00 – 17:00

Location: Lausanne

What you will know after the programme:

Understand and change your money mindset, address your blind spots

You have created your personal financial plan and you understand investment strategies, including risk liquidity return and impact for conventional and digital assets

You know where to go for investing

You have set up your sustainable portfolio and are ready for your first investment

You can analyze and evaluate fact sheets and fund documentation and spot greenwashing

You have the tools to do company valuations and due diligence yourself when you are investing in the primary market (venture capital, private equity, startups)

You can read term sheets and negotiate investment documentation (cap table, roadmap, milestones, voting rules, articles of association, investment contract, capital increase and dilution).

You know how to derisk and monitor your investments

Includes financial planning, budgeting, saving, debt and investing

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