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
| Monday 7 December | 09:00 – 17:30 |
| Tuesday 8 December / Networking drinks | 09:00 – 17:30 / 17:30 – 18:30 |
| Wednesday 9 December | 09:00 – 17:30 |
Program location
HOFF Amsterdam
World Trade Center – Tower 10
Pavillion West – 2nd level
Strawinskylaan 257
1077 XX Amsterdam
The Netherlands
T +31 20 747 1100
Parking*
There are several Parking garages in the Zuidas area. We recommend ParkBee, where you can conveniently reserve a parking spot ahead of time.
Please click here for more information.
*these costs are not included in the program fee and are at your own expense
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
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