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.
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
DATE: 27 Jul - 14 Aug, 2020
DURATION: 3 Weeks
LECTURES: 3 Hours per day
LANGUAGE: English
LOCATION: Barcelona, Harbour.Space Campus
COURSE TYPE: Offline
HARBOUR.SPACE UNIVERSITY
DATE: 17 Aug - 28 Aug, 2020
DURATION: 3 Weeks
LECTURES: 3 Hours per day
LANGUAGE: English
LOCATION: Barcelona, Harbour.Space Campus
COURSE TYPE: Offline
All rights reserved. 2018
COURSE OUTLINE
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
A Comprehensive Guide to Exchange-Traded Funds (ETFs) by J.Hill, D.Nadig, and M.Hougan (CFA Institute Research Foundation, 2015)