WEALTH
MANAGEMENT 
TECHNOLOGY
EVGENY 
KOVALISHIN

Harbour.Space is a university created by entrepreneurs for entrepreneurs. We focus on meeting the demands of the future, while traditional education providers are too often stuck in the past.

We’re one of the only European institutions completely dedicated to technology, design and entrepreneurship, and our interdisciplinary courses are taught by some of today’s leading professionals. Our aim is not only to equip students with the knowledge to take on the real world, but to nurture, create and shape tomorrow’s tech superstars.

 Learn more about Harbour.Space.

Combinatorics and graph theory lay at the heart of discrete mathematics and computer science. In the course, we begin with a brief review of the fundamentals of combinatorics---counting, permutations, binomial coefficients, and the pigeonhole principle---and then devote most of the course to the fundamentals of graph theory. We cover the most common definitions and ideas of graph theory, proving important theorems and introducing important algorithms, but mostly aiming to simply establish the common language of discrete mathematics and computer science.

Evgeny is an investment manager with extensive international experience in portfolio management (traditional and alternative investments) and VC/PE. Proven track record of investment performance. Experience and in-depth knowledge of financial engineering. Strong academic background. Demonstrated ability to manage people and take important business decisions. Significant experience on the buy side with various financial institutions and under different regulatory frameworks.

Evgeny is founding partner of FinEx Group - global asset manager with $1bn+ under management and pioneer of ETFs and Robo-advising in Russia. He also teaches FinTech and Portfolio Management courses at Moscow State University.

Evgeny graduated from Moscow State University with PhD in economics and holds MBA degree from Booth School of Business, University of Chicago.

After the course, students will get an understanding of the WealthTech global landscape, key business models and strategies employed as well as underlying methodologies that get automated through the use of IT technology. In particular, students will know how the financial market works in practice, how investment portfolios are built and managed, who are key players providing wealth management services to their clients and how new technologies may disrupt this segment.

SKILLS:

- Private Equity

- Hedge Funds

- Portfolio Management

- Venture Capital

- Alternative Investments

ABOUT EVGENY
HARBOUR.SPACE 
WHAT YOU WILL LEARN
RESERVE MY SPOT

DATE: 9 Mar - 27 Mar, 2020 

DURATION: 3 Weeks

LECTURES: 3 Hours per day

LANGUAGE: English

LOCATION: Barcelona, Harbour.Space Campus

COURSE TYPE: Offline

HARBOUR.SPACE UNIVERSITY

RESERVE MY SPOT

DATE: 9 Mar - 27 Mar, 2020

DURATION: 3 Weeks

LECTURES: 3 Hours per day

LANGUAGE: English

LOCATION: Barcelona, Harbour.Space Campus

COURSE TYPE: Offline

All rights reserved. 2018

Harbour.Space University
Tech Heart
COURSE OUTLINE
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Session 1

WealthTech General Overview

Session 4

Modern Portfolio Theory

Theoretical background:

Session 3

Risk Premia for Different Asset Classes

Theoretical background:

Session 2

Theoretical background:

Key Asset Classes (Equity, Fixed Income, Commodity, Real Estate, FX)

WEALTH 
MANAGEMENT 
TECHNOLOGY

WealthTech is one of the key elements of FinTech landscape. Thinking about FinTech in general as a technology disrupting traditional players like banks, WealthTech targets second largest source of banking revenues – Savings and Investments (which are way ahead of Payments – typical target for first FinTech start-ups like PayPal). So, deep understanding of WealthTech is critical for proper understanding of current FinTech landscape and its further development.

WealthTech is one of the key elements of the FinTech landscape. Thinking about FinTech in general as a technology that disrupts traditional players like banks, WealthTech targets the second largest source of banking revenues – Savings and Investments (which are way ahead of Payments – typical target for first FinTech start-ups like PayPal). So, a deep understanding of WealthTech is critical for a proper understanding of the current FinTech landscape and its further development.

BIBLIOGRAPHY