Learn Capital Allocation from Industry Leaders
Join live sessions where experienced investors and finance professionals share their real-world approaches to capital deployment. These aren't theoretical lectures—you'll see actual decision frameworks, portfolio construction methods, and allocation strategies that work in practice. Each webinar brings concrete examples from recent deals and current market conditions.
- Interactive Q&A with practicing capital allocators who manage real portfolios
- Case studies from recent investments and allocation decisions
- Practical frameworks you can apply to your own capital decisions
- Access to session recordings and supplemental materials
Upcoming Sessions
All sessions run 90 minutes and include time for your questions. Registration opens two weeks before each webinar.
Portfolio Rebalancing in Volatile Markets
Available for enrollment
When volatility spikes, rebalancing gets complicated. This session walks through a real portfolio adjustment made during recent market turbulence, covering the decision points, timing considerations, and trade-offs between mechanical rules and tactical judgment.
Henrik Lindqvist
Portfolio Manager- Setting rebalancing thresholds that match your risk tolerance
- Tax implications of portfolio adjustments
- When to override your systematic approach
- Transaction costs and their impact on rebalancing frequency
- Using volatility as an opportunity rather than a threat
Sizing Positions Across Asset Classes
Available for enrollment
Position sizing isn't just about percentages—it's about understanding how different assets behave together. We'll examine actual allocation decisions across equities, fixed income, and alternatives, focusing on the thought process behind specific sizing choices and how conviction levels translate into position weights.
Henrik Lindqvist
Portfolio Manager- Translating investment conviction into position size
- Correlation effects on total portfolio risk
- Maximum position limits and when to break them
- Scaling into and out of positions gradually
- Managing concentration risk without sacrificing returns
Cash Management and Deployment Strategy
Available for enrollment
Holding cash feels wasteful during bull markets but essential during corrections. This session covers practical approaches to determining cash levels, when to deploy reserves, and how to avoid both sitting on sidelines too long and rushing into positions prematurely. You'll see how one fund manages its cash buffer through different market environments.
Henrik Lindqvist
Portfolio Manager- Setting target cash levels based on opportunity set
- Identifying deployment triggers worth acting on
- Partial deployment versus waiting for maximum dislocation
- Opportunity cost of holding versus investing
- Building cash positions without market timing