Exclusively for BluePointe Capital clients and by invitation only: Give your legacy an edge as it pertains to investments, philanthropic goals, and start-up endeavors.

Program Highlights

Education Learn about the wealth management landscape, understand the role of asset allocation, and get a good background on alternative investing.

Education
Learn about the wealth management landscape, understand the role of asset allocation, and get a good background on alternative investing.

Exposure Meet industry experts from various networks, including venture capital, private equity, and social impact.

Exposure
Meet industry experts from various networks, including venture capital, private equity, and social impact.

Training Get hands-on training utilizing simulations and investment pitches to understand how investment decisions are made at financial firms.

Training
Get hands-on training utilizing simulations and investment pitches to understand how investment decisions are made at financial firms.

 

Bootcamp Leader

BluePointe Capital has tapped Amy Parvaneh, who earned her training and stripes in the Investment Management divisions of Goldman Sachs and PIMCO, to lead this year's Next Generation Investment Bootcamp.  Ms. Parvaneh also has multiple years of experience working in investment banking and equity research at Citigroup and Bear Stearns.

Ms. Parvaneh has a Master's in Business Admistration from Duke University, and an undergraduate degree in Economics and Business Management from Stony Brook University.

She has taught extensively about investments, portfolio management, and alternative investments as a faculty professor at Pepperdine University and as an adjunct professor at City University of New York Baruch.  She is also the CEO of a consulting firm called Select Advisors, which works with different types of investment management firms, including mutual fund companies, wealth management firms, and single-strategy asset managers.

DATE & LOCATION

BLUEPOINTE CAPITAL
NEXT GENERATION
INVESTMENT BOOTCAMP

DATE:

August 9 - 10, 2017

LOCATION:

TBD

HANDS-ON SIMULATION

Our investment program for the next generation uses an interactive approach to learning that gives you an opportunity to immerse yourself in the challenging complexities of the financial world. You and your peers will experience the intricacies of analyzing investment ideas utilizing realistic simulations, and you will have the opportunity to showcase your unique ideas to industry experts during our investment pitch session.

Our bootcamp lecture series will give you a foundation of knowledge that is vital for your success.

Topics include:

  • Investing in startups
  • Managing cash
  • Philanthropic investing
  • The role of diversification in a portfolio
  • Getting a job in the financial markets

MEET INVESTMENT PROFESSIONALS

By enrolling in the BluePointe Capital Next Generation Investment Bootcamp, you will meet with and learn from leaders in the investment world. You will hear from special guest speakers, and have the ability to get a head start on networking for your future career and/or endeavors.

To learn more about our program, contact us at (650) 293-4545.