Wealth Management

What this workshop will do for you?

  • Protect your assets from wild market fluctuations
  • Learn how alternative investments like hedge funds, managed futures, real assets and private equity can play an important role
  • Analyze, understand and measure how much risk your portfolio is taking when the market is going down.
  • Learn to create a portfolio that delivers consistent returns in any environment
  • Choose the most cost and tax efficient investment vehicles
  • Learn to determine the right time to buy and the right time to sell
  • Avoid costly mistakes that many investors make
  • Utilize behavioral finance to become a better investor

This workshop is for you if you...

  • Have a minimum of $4 million in investable assets
  • Want to learn strategies implemented by ultra-high net worth and institutional investors
  • Manage large amounts of money, but lack the expertise or can benefit from a fresh perspective
  • Have recently experienced a life-changing event
  • Have recently sold a business or may do so in the future

Tuition: Registration and course tuition payment must be completed prior to the first class. Tuition is $200 and payment can be made via credit card by phone at (786)766-1051. Tuition includes a course textbook.

There are two workshops per session (Tuesdays and Thursdays from 6:30pm-8:30pm)

For more information on the program, feel free to contact us at:

Office of Professional Advancement

Phone: (305)284-5800
Email: opa@miami.edu


Phone: (786)766-1051
Email: umwealthmgmtworkshop@gmail.com

Wealth Management Workshop

Learn how to protect your assets from wild market fluctuations, how alternative investments can play an important role, how to create a portfolio that delivers consistent returns in any environment, and how to avoid costly mistakes that many investors make.

No Scheduled Classes