Session 1 Recognizing cycles and the volatility story - 1 hour approx.

• Recognizing cycles; investment clock (risk premia), volatility & VUCA related events
• Tech talk; financial market theory evolution, tail risk, socio-political trends & liquidity
• Market states; Trends, Volatility Signature & Crisis Alpha

Takeaway group exercise (discuss three key takeaways and complete related worksheet)

Session 2 – VUCA; What? Why? How?   – 1 hour approx.

• What is VUCA?
• Why does VUCA matter?
• How does VUCA impact markets and client portfolios?
• Case-study analysis, primarily focused on recent market activity and multiple future scenarios.

Divergent Group exercise – Individual groups will discuss and share real-time VUCA implications on markets, strategies and client relationship management.

Session 3 – Seeking Alpha in a VUCA World, using a 3-step approach – 1 hour approx.

Resilience “market & mind” approach.

• Markets, in terms of an ‘all-weather’ investment process, with active market timing and risk management overlays.
• Mind, meaning a greater awareness, reduced behavioral bias and improved stress response management (SRM).

Divergent Thinking

• Allludes to the market reality of probabilities, not certainties. Avoiding linear, one-way bets, while hedging out-liar black or white tail risks.

Scenario-planning

• Primarily focused on multiple scenario planning, learning from past anomalies. History doesn’t repeat, but often rhymes.

Value proposition role-play group exercise

Our Tailored Learning Offering

Do you have five or more people interested in attending this course? Do you want to tailor it to meet your company’s exact requirements? If you’d like to do either of these, we can bring this course to your company’s office. You could even save up to 50% on the cost of sending delegates to a public course and dramatically increase your ROI.

If you want to run this course at a location convenient to you or if you want a completely customised learning solution, we can help.

We produce learning solutions that are completely unique to your business. We’ll guide you through the whole process, from the initial consultancy to evaluating the success of the full learning experience. Our learning specialists ensure you get the maximum return on your training investment.

We have a combined experience of over 60 years providing learning solutions to the world’s major organisations and are privileged to have contributed to their success. We view our clients as partners and focus on understanding the needs of each organisation we work with to tailor learning solutions to specific requirements.

We are proud of our record of customer satisfaction. Here is why you should choose us to help you achieve your goals and accelerate your career:

• Quality – our clients consistently rate our performance ‘excellent’ or ‘outstanding’. Our average overall score awarded to us by our clients is nine out of ten.
• Track record – 10/10 of the world’s largest banks have chosen us as there training provider and we have delivered training across the largest banks and have trained over 25,000 professionals.
• Knowledge – our 100+ strong team of industry specialist trainers are world leading financial leaders and commentators, ensuring our knowledge base is second to none.
• Reliability – if we promise it, we deliver it. We have delivered over 25,000 events both in person and online, using simultaneous translation to delegates from over 99 countries.
• Recognition – we are accredited by the British Accreditation Council and the CPD Certification Service. In an independent review by Feefo we scored 4.2/5 on service and 4.7/5 on Coursecheck