Progressive Wealth Management

Welcome to the Progressive Wealth Management program taught by Prof. Patrick Oberhaensli, Founder and CEO of his own finance related service company, EVOLIDS FINANCE LLC.

On this page you will find all program-related information, including the schedule, timings, and required reading materials.

We start on Monday, 7 December at 09.00 hrs, with registration beginning at 08.30 hrs. At the end of the session on Tuesday, 8 December, you are invited to join us and your fellow participants for networking drinks.

For a comprehensive overview of session timings, daily content, and program materials, please refer to the Program outline.

To gain the fullest value from the program for both yourself and your peers, it is essential that you thoroughly review the required readings and cases beforehand. During class you will need to be able to access handout materials, therefore it is crucial to bring a laptop or tablet with you.

* Disclaimer – Please note that all files remain available for 30 days after the course has finished. If you want to download any of the materials, please make sure to do this as soon as possible.

Program time schedule

Study materials for this program consist of the below stated preparatory materials available via links.

The focus is on understanding the fundamental principles, rather than navigating the complexities and advanced applications

Required reading

• “A new way to allocate investment capital in Wealth Management“, by Patrick Oberhaensli

Patrick Oberhänsli’s articles published until now – The top article is the latest one:

• Article 13 – Structured products and the Greeks in easy language – Part 4: call warrant on US short term interest rates (added on 17 Sept 2026)
• Article 12 – A new way to allocate investment capital in Wealth Management
• Article 11 – From asset classes to investment strategies: a new role for structured products
• Article 10 – Correlation: the hidden driver of multi-underlying structured products
• Article   9 – Structured Products and the Greeks in easy language – Part 3: the reverse convertible
• Article   9 – Structured products and the Greeks in easy language – Part 2
• Article   9 –  Structured products and the Greeks – a practical guide for investors – Part 1
• Special Article 2 – Inside a fund of synthetic structured products
• Special Article 1 – Analysis: navigating risk and reward in a 12.6% Stellantis -linked BRC
• Article   8 – Decoding Rho: understanding interest rate risk in structured products
• Article   7 – Fugit: measuring exit risk in structured products
• Article   6 – Greeks: beyond the unknown future volatility
• Article   5 – Greeks: negative Epsilon shows market dominance of short-put exposure via SPX-linked (B)RCS
• Article   4 – Analysis: jump over the barrier and back strategy
• Article 3 Part 2 –  Analysis: identifying opportunities and relevant market signals
• Article 3 Part 1 –  Analysis: extracting, aggregating and enriching the option Greeks – Part 1
• Article   2 – Volatility: neutralizing Vega
• Article   1 – Greeks use case: Delta hedging in action

For those who are interested in learning more about progressive wealth management the following book (not provided by AIF) is recommended:

“Financial Risk Manager Handbook” (eBook) FRM Part I / Part II, Philippe Jorion (author)

• Chapter 6 – Bond Fundamentals
• Chapter 9 – Fixed-Income Securities
• Chapter 11 – Equity, Currency, and Commodity Markets
• Chapter 13 – Managing Linear Risk

During the program the professor’s slide decks will be uploaded and available via links.

• Slides Progressive Wealth Management