2-Day Quant Investing Course designed
for Retail Investors
Take advantage of volatility-based, model-driven investment strategies for stable 10% - 15% returns P.A.
the first ever Course designed & conducted by hedge fund managers
At Dr Wealth we believe in empowering individuals with trusted financial education to gain financial certainty and control of their lives. We believe that investing is a skill set that gives you returns for life. We also believe that any individuals who want to improve their lot in lives have to equip themselves with trustworthy and quality financial education.
To stay true to our mission, we would like to introduce our first ever Quant Investment Course - where we teach you the power of quant investing, taking advantage of data and models to make great investment decisions.
How we select our trainers
If you have been following us for some time, you would know that we do not select our trainers lightly. It is common practice in the education space that speakers are often selected based their charisma and their ability to sell.
We, however, select trainers based on their ability to invest. Their track record, credibility and authority matter more than to us than anything else. Above all, the trainers have to teach what they practice!
This means that we would be spending time mostly saying No to many potential trainers and education organisations, who do not align with our values to provide trustworthy investment education.
I have known Eng Guan personally and know him to be trustworthy and good at what he does. That's why we approached him to impart his knowledge with you. You can be rest assured that the materials you get from him is going to be of great value.
Have you ever wondered:
If any one of the above has caught your interest, then this 2-day course is going to excite you. To get a sneak peek of the programme, click on the link below to reserve a free seat to our preview:
Quant-Led, Models-Driven Trending Following
& Risk Parity Strategy.
You will be learning two advanced investment strategies using quant-based approach as well as applying leverage to achieve 10%-15% annual returns.
#1 TREND FOLLOWING
Trending following strategy is the most popular investment strategy after value investing. If value investing is about buy low and sell high, then trend following is about buy high and sell even higher.
#2 RISK PARITY
If the word risk parity sounds overt complex to you, it probably is. Most investment approach focuses on capital allocation, whereas risk parity focuses on risk allocation. The first risk parity fund is developed by Bridgewater Associates, the largest hedge fund in the world.
When you combine both strategies, you would get smoother returns with best performing strategy balance out the second best strategy to achieve higher overall portfolio returns.
No blackbox, No Coding, No Expensive Subscriptions.
Fully open, transparent, and use tools you are already familiar with.
You have heard that right.
You will learn the inside out and outside in of the models.
You will know exactly how the investment decisions are derived, rather than blindly following whatever the models say you should do. Backtested results do not mean actual results, but actual results mean real results.
- You will learn how to build models from scratch. Highly actionable and interactive class, this is not a course for passive consumption of information
- You will be given pre-built models so you can deploy your capital right away. Coding knowledge and tools are not required - you will be given scripts, Excel formula, and checklists used by our trainers
- You do NEED basic statistics and simple Microsoft Excel's know-how to invest successfully with quant-based strategy.
No Chart Reading
We do not draw horizontal, vertical and diagonal lines to predict the price the security is going to land on. Signal is 100% generated from models.
We do not use candlesticks to generate entry or exit prices. So don't worry as you do not have to remember all the fanciful candlestick patterns.
No Technical analysis
Fibonacci? Head and shoulder pattern? RSI? Bollinger Bands? Nope we do not use all those. Our signals are backtested, tested and optimised from quant-based approach.
No Annual Reports Required
We do not rely on fundamental data, business model or Chairman's message to derive our investment decisions.
No following of Corporate News required
Corporate news are not important in determining our investment decisions. Hence, you need not have to follow any corporate news on the portfolio stocks.
Who this programme is for:
Who this programme is NOT for:
Who you will be learning from
Eng Guan Lim
- Masters of Science in Financial Engineering, NTU
- Masters (by research) in Engineering, NUS
- Bachelor of Electrical Engineering (1st Class) from NUS with Minor in Business, NUS
Eng Guan is a portfolio manager of a systematic hedge fund. He has extensive experience, having spent more than a decade in the asset management and banking industry working through various roles since 2006. These include performing investment due diligence on hedge funds, valuation control on derivative and structured products, proprietary trading and fund management.
Prior to all these, he started out his first career in the civil service in 2002. But it was also during this time that he developed a keen interest in the financial markets. This prompted him to make a mid-career switch and his decision vastly open up his horizon on the investment landscape. There was so much more beyond just picking stocks, reading analyst reports or financial statements. An engineer by academic background, he always had a strong passion and interest for models and systems. That naturally led him to pursue the systematic or data driven approach towards investing.
- Masters of Science in Wealth Management, SMU
- Bachelor of Civil Engineering (2nd Upper Class) from NUS
Patrick is a portfolio manager of a systematic hedge fund. He has extensive experience, having spent more than a decade in the asset management and banking industry working through various roles since 2005. These include managing private client portfolios, covering hedge fund clients for equity derivatives products and strategy, product control on derivative and structured products and fund management.
Prior to all these, he started out his first career in the civil service in 2000. After building up his initial savings, he started investing in stocks. From there, he developed a keen interest in financial markets which led him to make a mid-career switch into the finance industry. Gradually, he moved beyond picking stocks to adopting a global macro mind-set covering multiple asset classes. This helped him navigate the 2008 financial crisis successfully. Eventually, he settled on the systematic data driven approach towards investing.
What You Will Learn In This 2-Day Course
DAY #1 RISK PARITY
Fundamentals and perspectives
Risk calculation of security and portfolio
Portfolio optimisation based on risk parameters
Construct a multi-asset risk parity portfolio
DAY #2 TREND FOLLOWING
Fundamentals and perspectives
Construct a diversified trend following portfolio
To be revealed during the information session
Quant Investing Course Info-Session
- (Classes fill up fast! Click the register button today before the tickets run out) -
29 January 2020
137 Cecil Street
Level 4 Shibuya Room