Portfolio Management Workshop for CFA Level I Candidates

17 Jun 2021, 17:30 - 19:30


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Event Details


Workshop to cover practical inputs of portfolio management at CFA Level I - a topic also essential at all 3 levels.

The main Learning Outcomes are:

• Overview of the Investment Policy Statement (IPS), Portfolio Management process & key institutional investors

• Different perspective of the return & risk framework… including

• Around the Capital Asset pricing Model (CAPM)

• Risk-adjusted performance measures and the context of their use

• Key elements of technical analysis

Patrick Oberhänsli, CFA has a very long experience in teaching CFA courses. Moreover, he has been teaching CFA, CAIA and FRM exam prep for more than 10 years.


This online workshop will be conducted with a minimum of 5 participants - register today!

PRICE: standard registration fee: 75 CHF for CFA Candidates, late registration fee (after  13 June) 100 CHF

PRICE FOR CANDIDATE MEMBERS: 50.00 CHF (discount 25 CHF per workshop)

REGISTRATION WILL CLOSE 17 JUNE 12.00H - make sure you register early enough.

To register and buy tickets, members and guests must set up and login with a CFA Institute Id#. The zoom link will be send to you on the day  the online workshop takes place.


Patrick Oberhänsli, CFA

Patrick Oberhänsli, CFA

Patrick started his career at a large Swiss Bank with Senior Positions in Internal Audit (covering in particular Investment Banking activities on an ex-post but also ex-ante basis with large and very large projects), Investment Banking (Interest Rates Derivatives) and complex Institutional Advisory. He also was Head of Institutional Sales Switzerland for a leading Dutch Global Asset Manager: with a particular focus on distinctive strategies in Equities, Fixed Income and Managed Futures. Moreover, he has been a member of the Board of Directors of the CMT ASSOCIATION (www.cmtassociation.org, Technical Analysis) for 3 years. Throughout his more than 25 years of professional experience, Patrick has acquired extensive cross-asset class expertise in multiple domains such as Derivatives/Structured Products, Quantitative Strategies and Valuation Techniques and Alternative Investments. That comes to the benefit of the Quant based Investment Advisory / Roboadvising (conceived and realised including programming) and Professional Finance Education services he currently runs. For the later, recommendations are available on his LinkedIn profile. Patrick holds a master's degree from the Swiss Federal Institute of Technology and is also a CFA, CMT, FRM, PRM, ACI Diploma and ERP charter holder among others.