simulated BUY SIDE research training

Case study based learning

Builds durable skills that are transferable

Career perspective from a > 25-year experienced portfolio manager/analyst

1:1 mentor learning

Minimum of 10 hours of senior mentor time

Not group lecture style or pre-recorded lessons learning

Who & what this is useful for?

  • To awaken and activate your inner interrogative CURIOSITY + CRITICAL THINKING, CONTRARIAN creativity + high CONVICTION resolve.

    To develop cognitive reasoning & judgement abilities that are beyond the scope of Agentic AI.

    Practice with the full range of skills that are required to eventually make the jump to key investment decision maker/portfolio manager.

    To acquire 2nd LEVEL knowledge gathering know-how - via 1st hand single stock due diligence & risk management.

  • Those considering a career in investment banking, asset/wealth management, private equity, fintech, or financial consulting.

    Can offer quasi-internship practical experience as well-rounded as any summer internship.

    Can help “level the playing field” for all types of Liberal Arts or BSc/MA degrees - finance, math, economics, history, PPE, international relations, accounting, statistics, political science, etc.

    A perfect complement to a university investment club experience.

    Is training appropriate for referral from college career services counselors.

  • For those attempting a career switch into the investment industry from outside or a switch within from the back office to investment team.

    Bootcamp training for employed analysts - Employer funded outsourced training to reeducate & reinforce the durable raw investing skills of their analysts.

  • We bring universities a durable skill focused experiential learning course to offer their students. This could become a required offering from universities in the new era of Agentic AI.

    2LK’s training can be easily converted into a customized modules that can be embedded in the curriculum and constructed to earn academic credits.

    Is a good fit for university funded experiential learning partnerships.

  • 2LK’s workout to build up “4Cs” skills is asset class agnostic training.

    2LK’s trainer is able to share real-world experiences which involved a variety of different transactions: M&A, LBOs, spin-offs, discounted rights issues, IPOs & secondaries.

  • On different career paths, roles and opportunities.

    Appreciate better the differences between different investment philosophies and fund strategies.