Monthly Capital Allocation Workshops
Join small-group sessions where we break down real portfolio decisions. Starting September 2025, we're hosting workshops that focus on actual allocation strategies rather than theory.
Reserve Your Workshop SpotMeet Your Workshop Leaders
Our events are led by people who've spent years working through different market cycles. They bring actual experience from managing portfolios through both calm and turbulent periods.
Renata Blackwood
Portfolio Strategist
Renata started analyzing emerging markets back in 2011 when most people ignored them. She's been through three major market corrections and learned something different each time. Her workshops focus on the practical side of diversification that most books skip.
Celestine Drury
Risk Assessment Lead
After working at a mid-sized fund for eight years, Celestine switched to teaching others about risk management. She realized that most allocation mistakes happen not from bad strategy but from misunderstanding personal risk tolerance. Her sessions are interactive and surprisingly straightforward.
Common Obstacles We Address Together
Every workshop participant brings different concerns. But over the past few years, we've noticed some patterns. Here are the issues that come up most often—and how we work through them during our sessions.
Rebalancing Anxiety
People often freeze when markets shift. Should they rebalance now or wait? We walk through decision frameworks using real portfolio examples. By the end, you'll have a checklist that works for your specific situation rather than generic advice.
Asset Correlation Confusion
Correlation sounds technical, but it just means understanding how your investments move together. We use visual tools and simple language to show what this looks like in practice. No complicated formulas—just clear explanations with actual market data from recent years.
Geographic Exposure Balance
Vietnam's market behaves differently from others. We discuss how to think about local versus international allocation without getting lost in endless options. The goal is finding a balance that makes sense for your goals and reduces unnecessary stress.
