Value Investing™

Angels 101 will take you through how to think about your industry-specific investment thesis, how to open the door with a founder to invest in their company, and how to navigate Seed and Series A investment conversations. Attend live, in-person and online via Zoom as many times as you want to refresh. You also get get unlimited access to the...

This introductory course is for individuals who would like to enhance their knowledge and experience to make better investment decisions. You will learn how to read financial pages and analyze the risks and rewards of investing. Note: Classroom location listings are also posted outside the CAPS office and the lobby of the 17 Lexington Avenue building....

Retirement Plans--Mutual Fund – Annuities: Whether you’re a beginning or an experienced investor, here’s a practical way to evaluate and judge investment choices. Find out about the mechanics and potential return on mutual funds, annuities, stocks, bonds, and real estates.   Discover tax strategies that allow you to keep more...

With this course, you will be introduced to the world, processes, and mindset of investment banking. Topics will include the securities framework and regulations, company and situation analysis, due diligence, the sequence and practicalities of handling transactions from start to completion, and discussion of specific product approaches to client situations....

What is impact investing and why is there so much buzz around it? Does impact investing actually create a positive impact? Aside from financial returns, what are the ways that investors can make a difference in the world through finances, business ventures, and projects? Join us to learn about the different types of impact investing (e.g., blended...