Build Investment Wisdom Through Peer Learning
Our collaborative programs bring together ambitious professionals who want to develop sustainable investment strategies. You'll work alongside peers who share your commitment to building lasting financial literacy.
Start Your Journey
Choose Your Learning Path
We've designed our programs around two distinct approaches, each supporting different learning preferences and career goals.
Collaborative Teams
Work directly with 6-8 professionals in small cohorts. Each group tackles real market scenarios together, sharing insights and challenging assumptions. You'll build relationships that extend beyond the program.
- Weekly group analysis sessions
- Shared research projects
- Peer mentoring partnerships
- Cross-industry perspective sharing
This approach works best for professionals who thrive on discussion and learn through active collaboration with others.
Individual Focus
Develop your investment framework through personalized guidance and self-directed study. You'll have access to all group resources while working at your own pace on custom-designed challenges.
- One-on-one strategy consultations
- Flexible scheduling options
- Customized learning materials
- Direct mentor access
Perfect for busy executives or those who prefer focused, independent learning with expert support when needed.
Meet Your Program Facilitators
Our team brings decades of combined experience in investment strategy, corporate finance, and business education. We've worked with companies across Ireland and Europe.
Siobhan Finnegan
Senior Investment Strategist
Former portfolio manager at Allied Irish Banks, Siobhan has guided over 200 professionals through our programs since 2019. She specializes in helping participants understand risk management in volatile markets. Her approach combines practical experience with clear, actionable frameworks that participants can implement immediately.
Elena Kowalski
Corporate Finance Specialist
Elena brings 15 years of experience from Kerry Group and CRH plc, where she managed capital allocation strategies. She leads our collaborative learning sessions and has a gift for helping diverse groups find common ground in complex financial discussions. Participants often mention her ability to make advanced concepts accessible.
Ready to Build Your Investment Framework?
Our next cohort begins in September 2025. We limit enrollment to maintain the quality of interaction that makes these programs effective.
View Program Details