Financial Analysis for Investment Professionals
Join financial analysts and investment professionals across Taiwan for practical workshops, market discussions, and skill-building sessions designed around real portfolio challenges.
Get Event UpdatesWe're planning several focused sessions for autumn 2025 through early 2026. Most workshops run 2-3 hours and include working sessions where you can apply concepts to your own analysis.
Sep 12,
2025
We'll walk through Q2 2025 reports from three Taiwan-listed companies, looking at footnotes, cash flow patterns, and what actually matters when you're making investment recommendations.
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Oct 18,
2025
Practical risk assessment when you're working with smaller portfolios or individual clients. We'll cover scenario planning, correlation pitfalls, and building models that don't require enterprise software.
Register Interest Nov 22,
2025
Three analysts from different firms will share how they're thinking about sector allocation heading into 2026. Focused on Taiwan markets with some regional context. Plenty of time for questions.
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Most people come expecting a lecture and leave having worked through actual examples. Our workshops are designed for analysts who learn better by doing rather than just listening.
Our facilitators are working professionals who still do client-facing analysis. That means the examples and challenges discussed come from current market conditions, not outdated textbooks.
Portfolio Analyst
Spent eight years covering tech sector for institutional clients before moving to independent analysis. Known for making complex valuation methods actually usable.
Equity Research
Works with regional investment firms on emerging market analysis. Her workshop on reading between the lines in annual reports gets consistently high feedback.
Risk Consultant
Helps smaller advisory firms build risk frameworks that don't require teams of quants. Previously spent six years in institutional risk management before consulting.
March 2025
Two-hour session on changing bond market dynamics with emphasis on Taiwan government securities. Fourteen participants worked through yield curve scenarios relevant to their portfolios.
January 2025
Practical workshop on closing out 2024 analysis and setting up frameworks for 2025. Strong turnout from both institutional and independent analysts working through reporting best practices.
November 2024
Three-hour intensive on valuing smaller Taiwan-listed companies where traditional multiples don't tell the full story. Participants brought their own challenging cases for group discussion.
September 2024
How to explain complex analysis in client-friendly language without dumbing it down. Role-playing exercises with experienced advisors giving feedback. This one consistently gets requests for repeat sessions.