Strategic Gold Investing for Professionals

Gold offers investment opportunities for investors, traders, and financial engineers. Some feel that one must only speculate on rising or falling gold prices to make money. In fact, there are strategies other than pure directional ones that may also offer investment opportunities. Preconceived notions on gold may soon be giving in to today’s global economic challenges. This one-day course is for believers and non-believers in gold. Gold offers hedges against both inflation and fear. Portfolio strategies can benefit from owning gold. Bull and bear traders can profit with unique strategies to benefit from gold’s fluctuations. Financial engineers may replicate or enhance traditional investment strategies with gold. Gold has recently challenged all-time high prices and thus is controversial. It can be the future currency or perhaps the future paperweight.

For a preview of this course, please view: JOHN PALICKA - GOLD: THE FUTURE CURRENCY OR THE FUTURE PAPERWEIGHT? http://tinyurl.com/goldrecording

12-Jun-2013 -- 12-Jun-2013New YorkUSD$1575
NY Institute of Finance - Midtown9:00am - 4:30pm Instructional Method:
Group-Live
Instructor(s): [ V.John Palicka, CFA, CMT; ] Wed Level: Intermediate

13-Dec-2013 -- 13-Dec-2013New YorkUSD$1575
NY Institute of Finance - Midtown9:00am - 4:30pm Instructional Method:
Group-Live
Instructor(s): [ V.John Palicka, CFA, CMT; ] Fri Level: Intermediate

CPE CREDITS
7.0
Traders, investors, asset allocators, economists, wealth managers, portfolio specialists, and derivative specialists.
No advance preparation required.
Students will be able to:
  • Understand the concepts that determine the intrinsic price of gold
  • Discuss the benefits of gold in inflation and fear economies
  • Apply portfolio strategies with gold
  • Financial engineering opportunities with gold
  • Understand gold’s role among alternative investments
  • Understand its role in currency management
  • Understand trading strategies using fundamental, technical, behavioral, and quant strategies
  • Evaluate the reasons between owning gold financial instruments and the physical metal
  • Differentiate investment strategies between gold and other precious metals
  • Understand intermarket analysis of gold with stocks, bonds, oil, and other commodities
  • Evaluate the trade-off between owning gold bullion and jewelry
  • Evaluate pocket wealth considerations
  • Understand regulatory considerations
Financial calculator strongly suggested.
  • Introduction to Alternative Investments - Day
  • Portfolio Management - Theory & Practice
  • CMT Examination Preparation/Technical Analysis - Day
  • Stock Investing for Professionals
  • Wealth Management Program
    • Disclaimer:
    While NYIF endeavors to provide programs that are current and up-to-date, these programs, and the associated courseware, are provided on an "as is" basis. To the maximum extent permitted by law, NYIF disclaims all warranties of any kind, either express or implied, including, without limitation, implied warranties of merchantability, or fitness for a particular purpose, or of a particular result. NYIF does not warrant that any program or its courseware will meet any particular requirements or needs, or that the content of or courseware for any program will be error-free. Neither NYIF nor its licensors shall have any liability with respect to any loss or damage caused or alleged to have been caused directly or indirectly by reliance on the content or any courseware. For any program provided by NYIF, including, but not limited to, loss of consulting or anticipatory profits, or consequential damages.
    Day One
    • Gold’s intrinsic price based on factors such as money supply, deficits, and commodity prices
    • Gold’s fear and inflation features
    • Portfolio theory applications for wealth management and portfolio optimization
    • Calculating returns and risk-adjusted excess returns, and implications for performance measures, such as Sharpe and skewness
    • Hedge fund considerations
    • Gold as an alternative to traditional investments of bonds and stocks
    • Gold’s role in other alternative investments, commodities, and other precious metals
    • Correlation implications
    • Proxy for currency management
    • Speculating via futures and other derivative
    • Strategies for speculating on major moves using fundamental, technical, behavioral and quant strategies (current market conditions will be used)
    • Intermarket investing strategies
    • Technical trading strategies versus fundamental long-term strategies
    • Algorithmic trading considerations
    • Pair trading with other precious metals
    • Financial engineering considerations
    • Physical possession versus paper holdings, such as ETFs and ETNs
    • Regulations
    • Jewelry or bullion or numismatics
    • Pocket wealth considerations

    Clients who register for this course will receive a complimentary 4-month subscription to FT.com. The Financial Times is the world's most respected financial newspaper, providing a broad assessment on finance, business and the industrial sector. The move to the electronic version follows an ongoing review of our environmental responsibilities as a global business and as part of the Pearson group. FT.com also has features that are not available in hard copy, such as: Special Reports, Alphaville, editor blogs, education sections and much more! Subscriptions will start within 6-8 weeks of the start of class and are limited to one subscription per client. (Please note: as of May 1, 2011, the electronic subscription replaces the hard-copy 3-month Financial Times subscription.)

    Lunch is included for all students taking day classes.