Learn From Market Veterans
Our investment education program connects you with seasoned professionals who bring real-world experience into every lesson. No theoretical fluff—just practical insights from people who've navigated actual market conditions.
Meet Your Instructors
These aren't just educators—they're active practitioners who continue working in the financial industry while sharing their expertise with the next generation of investors.
Marcus Feldstein
Senior Portfolio Manager, 23 years experience
Marcus spent over two decades managing institutional portfolios worth R2.8 billion at major South African asset management firms. He specializes in risk assessment and has weathered multiple market downturns, including the 2008 financial crisis and the 2020 pandemic market volatility.
Patricia Chen
Former JSE Trading Floor Specialist, 19 years experience
Patricia worked directly on the Johannesburg Stock Exchange trading floor before electronic trading became dominant. She understands market mechanics from the ground up and now focuses on teaching practical trading psychology and behavioral finance principles.
David Ramirez
Independent Financial Analyst, 16 years experience
David runs his own research firm serving high-net-worth clients across Africa. He's particularly skilled at fundamental analysis and has a track record of identifying undervalued companies before they gain broader market attention. His approach focuses on long-term value creation.
Kenneth Williams
Retirement Planning Specialist, 21 years experience
Kenneth has guided hundreds of South African families through retirement planning strategies. He understands the local pension fund landscape, tax implications, and regulatory environment. His practical approach helps people build sustainable long-term wealth without taking unnecessary risks.
Our Teaching Philosophy
We believe investment education should be grounded in real experience, not academic theory alone. Each instructor brings current market perspective into the classroom, sharing both successes and mistakes from their professional careers.
-
Case Study Analysis
Every concept is illustrated with actual market examples from South African and international markets. You'll examine real companies, real decisions, and real outcomes.
-
Practical Application
Theory sessions are immediately followed by hands-on exercises using real market data and professional-grade analysis tools.
-
Peer Discussion
Small group sessions encourage active debate about investment decisions, risk tolerance, and market interpretation among participants.
-
Ongoing Mentorship
The learning doesn't end when formal sessions conclude. Instructors remain available for guidance as you apply concepts to your own investment decisions.
Beyond the Classroom
Our instructors don't just teach—they mentor. The program creates lasting relationships between experienced professionals and emerging investors.
Monthly Check-ins
Regular one-on-one sessions to discuss your progress, review investment decisions, and address specific challenges you're facing.
Portfolio Reviews
Experienced eyes examine your actual investment choices, offering constructive feedback and alternative perspectives.
Goal Setting
Work with mentors to establish realistic financial objectives and develop step-by-step plans to achieve them.
Next Program Starts August 2025
Limited to 24 participants to maintain the personal attention that makes this program effective. Applications open in June 2025, with interviews conducted throughout July. The six-month program includes weekly sessions, monthly individual mentoring, and ongoing support.