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?
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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.
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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.
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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.
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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.
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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.
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On different career paths, roles and opportunities.
Appreciate better the differences between different investment philosophies and fund strategies.