Learn From Market Veterans
Our investment education program puts you directly under the wing of professionals who've navigated bull markets, bear markets, and everything in between. This isn't theory from textbooks—it's real-world wisdom from people who've lived through decades of market cycles.
Meet Your Mentors
Each instructor brings a unique perspective shaped by years of hands-on experience. They've made mistakes, learned from them, and now they're here to share those hard-earned lessons with you.
Bartholomew Chen
Bartholomew spent 23 years managing institutional portfolios before transitioning to education. He weathered the 2008 financial crisis managing a 0M fund and has a particular talent for explaining complex market dynamics in plain English. His approach focuses on building robust investment frameworks rather than chasing market trends.
Esperanza Kowalski
After 18 years in risk management at major Canadian banks, Esperanza knows how to spot danger before it becomes catastrophic. She's seen every type of investment mistake imaginable and has developed practical methods for protecting capital while still pursuing growth. Her students learn to think like risk managers, not gamblers.
Cordelia Nakamura
Cordelia built her reputation analyzing emerging markets during some of their most volatile periods. She has an uncanny ability to cut through market noise and identify genuine value opportunities. Her research methodology has been refined over 16 years of consistently outperforming benchmark indices for her clients.
How Expert Guidance Actually Works
Forget everything you think you know about investment education. We don't lecture at you from a podium—we work alongside you, reviewing your thinking, challenging your assumptions, and helping you develop the kind of market intuition that only comes from experience.
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1
Portfolio Review Sessions
We examine your current holdings together, discussing not just what you own, but why you own it. These aren't judgment sessions—they're learning opportunities to understand market psychology and investment logic.
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2
Real-Time Market Discussion
When markets move, we talk about why. You'll learn to read between the lines of financial news and understand what market movements actually mean for long-term investors.
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3
Decision Framework Development
We help you build a personal investment methodology based on your goals, risk tolerance, and life situation. By program's end, you'll have a clear framework for making investment decisions independently.