Learn from Financial Professionals Who've Been There
Our investment education program connects you with experienced practitioners who bring real-world insights from years of managing portfolios and navigating market cycles.
Meet Your Investment Mentors
These aren't just textbook teachers. Each instructor brings decades of hands-on experience from institutional finance, having weathered multiple market cycles and learned what actually works in practice.
Celestine Rodriguez
Senior Investment Strategist
Celestine spent twelve years managing institutional portfolios at mid-sized asset management firms before transitioning to education. She's particularly skilled at breaking down complex risk models into understandable concepts. Her students often mention how she makes seemingly intimidating financial theories feel approachable.
Wren Blackwood
Behavioral Finance Specialist
After completing her PhD in behavioral economics, Wren worked with several investment advisory firms studying why smart people make poor financial decisions. She focuses on the psychological aspects of investing that traditional finance courses often skip entirely.
Indira Castellanos
Technical Analysis Expert
As a chartered market technician with fifteen years of trading floor experience, Indira teaches pattern recognition and market timing techniques. She's known for her practical approach to chart analysis, focusing on patterns that actually show up in real trading scenarios rather than textbook examples.
How We Actually Teach This Stuff
Forget about memorizing formulas you'll never use. Our instructors focus on practical frameworks that help you think through investment decisions systematically.
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1
Case Study Discussions
We examine real market situations from the past decade, discussing what worked, what didn't, and why certain approaches succeeded while others failed spectacularly.
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2
Interactive Problem Solving
Rather than lecture-style teaching, our sessions involve working through investment scenarios together. You'll practice applying concepts to realistic situations you might actually encounter.
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3
Personalized Feedback
Each instructor works with small cohorts, providing individual guidance on your investment thinking process and helping you develop your own systematic approach.
Your Learning Journey With Us
This program runs for six months, starting in July 2025. Here's how we guide you through developing genuine investment competency.
Foundation Building (Months 1-2)
We start with investment fundamentals, but not the boring textbook version. You'll learn how to read financial statements, understand market mechanics, and develop a framework for evaluating investment opportunities.
- Weekly live sessions with Celestine covering valuation methods
- Practical exercises using real company financial data
- Small group discussions about investment philosophy
Psychology & Decision Making (Months 3-4)
Wren takes over to explore why even knowledgeable investors make poor decisions. You'll learn to recognize your own biases and develop systems to counteract emotional decision-making.
- Behavioral finance case studies from recent market events
- Personal bias assessment and mitigation strategies
- Development of investment decision-making checklists
Market Analysis & Integration (Months 5-6)
Indira guides you through technical analysis techniques while helping you integrate everything you've learned into a coherent investment approach that matches your personality and goals.
- Chart pattern recognition with emphasis on reliable signals
- Portfolio construction workshop combining all learned concepts
- Individual mentoring sessions to refine your investment process