EDUCAting the Future Generations of INVESTORS
VISIONARY INVESTING WORKSHOPS
For Professionals, Universities & Businesses
DATA DRIVEN PROVEN STRATEGIES
EDUCAting the Future Generations of INVESTORS
VISIONARY INVESTING WORKSHOPS
For Professionals, Universities & Businesses
DATA DRIVEN PROVEN STRATEGIES
OVERVIEW AND WORKSHOPS
BUILDING THE FUTURE VISIONARY INVESTORS
Those that want to create a stronger financial future by investing shouldn’t be limited. Investing, finance and economics can be challenging but we break these topics down into easy, fun and interactive lessons that are perfect for anyone, from a complete beginner to an advanced investor.
WORKSHOP BASICS
In this investing workshop, you will explore strategies that will educate you on new approaches to investing, visionary approaches. We begin with the foundations of a strong investing strategy. We take it further by discussing the patterns of the stock market to build your confidence and investing mindset. Ending off with an analysis of an individual stock and predicting its future price. By the end of this workshop, you’ll walk away with a strong understanding of how each system (finance, economics etc.) work together so that you can find undervalued stocks, on your own, that you feel confident investing into.
HOW IT WORKS
FINANCE, ACCOUNTING & ECONOMIC PRINCIPLES
CHOOSING STRONG COMPANIES
LEARNING INVESTMENT SECTORS
QUALITATIVE & QUANITATIVE ANALYSIS
STOCK MARKET + RECESSION PATTERNS
PREDICTING FUTURE STOCK PRICES
HOLISTIC INVESTING + ETHICS & GOALS
BUILDING A PORTFOLIO + OPTIMAL DIVERSIFICATION
My Approach to investing
My approach to investing combines time-tested strategies with a holistic view of the stock market. I teach how to look at investing from both a broad and detailed perspective. My lifelong experience and thousands of hours of research to refine my strategies has allowed me to craft the perfect programs for investors from all different experience levels. I believe deeply in leveling the playing field by helping you understand the complexities of the economic system, finance, banking, risk management, accounting and international business.
Andrew Marks
Co-Founder - The Visionary Investor
My Approach to investing
My approach to investing combines time-tested strategies with a holistic view of the stock market. I teach how to look at investing from both a broad and detailed perspective. My lifelong experience and thousands of hours of research to refine my strategies has allowed me to craft the perfect programs for investors from all different experience levels. I believe deeply in leveling the playing field by helping you understand the complexities of the economic system, finance, banking, risk management, accounting and international business.
Andrew Marks
Co-Founder - The Visionary Investor
LIVE WORKSHOPS:
For Groups, Universities & Businesses
GROUP INVESTING WORKSHOP
Perfect for friends, family, young professionals, c-suite executives / high net worth individuals to learn about the stock market in a more intimate setting. An interactive and exciting experience. All experience levels are welcome.
1.5 Hour Workshop
Tier 1
/ 3-5 person group
Tier 2
/ 6-10 person group
Tier 3
/ 11-15 person group
15 Person + Book a consultation to discuss further.
2 Hour Workshop
UNIVERSITY INVESTING WORKSHOP
Perfect for students, organizations, faculty & staff to learn together at your university. All experience levels are welcome.
UNIVERSITY INVESTING WORKSHOP
Perfect for students, organizations, faculty & staff to learn together at your university. All experience levels are welcome.
2 Hour Workshop
BUSINESS INVESTING WORKSHOP
Perfect for companies looking to expand their knowledge about stock market investing + for employees to gain new skills. All experience levels are welcome.
3 Hour Workshop
(1 or 2 Days Available)
KEY WORKSHOP TAKEAWAYS
- Understand the complexities of the investing ecosystem (economic system, finance, banking, risk management, accounting, international business and so much more)
- Review the foundations of a strong investing strategy
- Learn visionary approaches to investing in the stock market
- Identify leading patterns between the stock market and recessions
- Develop a holistic approach to investing based on your ethics, passions and goals
- Perform qualitative and quantitative analysis on your own
- Create your own future stock price prediction for ANY stock
- Know how to predict future stock prices, identify their business risks and how to mitigate them
- Build confidence to invest through any economic environment
Frequently Asked Questions
We are completely new to investing. Will we be confused in your workshops?
No, you won’t be confused at all. Andrew breaks concepts down in a very simple way. You’ll learn beginner, intermediate and advanced topics that are easy to digest and implement!
How do I know if this is right for my group?
If you want to learn how to invest into the stock market to target less calculated risk, less stress, more confidence and scale your investments with a repeatable strategy, this is for you. This is where you get to take total control over your investments and make your own investment decisions.
We are experienced investors. Will a workshop still be valuable for us?
Yes, it definitely will be. Please make note of this when filling out the workshop form. Our advanced workshops are great for even the most experienced investors. You will walk away learning many new strategies you can implement.
How does it work if my group has different levels of investing experience?
Please make note of this when filling out the workshop form. We can discuss which investing workshop is best for your group when we speak. If there are advanced and beginner investors, Andrew can send over some basic training to catch the beginners up to speed before joining the workshop. The goal is for everyone to get the most out of our workshops!
Will we be able to ask questions directly with Andrew?
Absolutely. Andrew always sets aside time at the end of the workshop for a Q&A.
Since I already have a broker / investment adviser, would a workshop still be valuable?
That’s a great question. Yes, it certainly would be. We provide a unique investing educational experience, and thorough analysis of companies and business cycles, that even many advisers don’t teach or have the time to teach. You will gain additional insights into the stock market and economy which will allow you to facilitate stronger conversations with your broker / adviser.
WHO IS THIS FOR
Business Owners & Entrepreneurs
Friends & Family
Professional Groups
Corporate Finance Professionals
Investment Firm Marketing and Client Services Staff
Investment Research Assistants
Investment Club Members
Individuals Seeking To Better Understand The Stock Market, Diversification, Quantitative and Qualitative Analysis
Anyone Interested In Investing For Themselves and Having A Better Understanding Of How To Do It
“Don’t be afraid to go into uncharted territories. You might find some pretty good things there.”
-Muriel Siebert (first woman to become a member of the New York Stock Exchange and superintendent of banking in New York State)
“An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative.”
-Benjamin Graham, Founder of Value Investing
“Don’t be afraid to go into uncharted territories. You might find some pretty good things there.”
-Muriel Siebert (first woman to become a member of the New York Stock Exchange and superintendent of banking in New York State)
“An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative.”
-Benjamin Graham, Founder of Value Investing
Disclaimer: The Visionary Investor does not offer any personal financial advice or advocate the purchase or sale of any securities or investment for any specific individual. We are not financial professionals and make no claims to be. Everything shared by us here, on social media or elsewhere, including all videos, materials, documents and other information are for educational purposes only. Investing of any kind involves risk. Past performance does not guarantee future performance. It is imperative that you conduct your own research before making any investments. We will not assume liability of any kind for any losses that may be sustained as a result of applying any methods taught by The Visionary Investor. No investments or other decisions should be made solely based on the contents or information found on this website, any Programs, Workshops or elsewhere by The Visionary Investor. Any opinons shared are our own. Please read our full disclaimer here.