Foundation Concepts
We start with the building blocks. This opening series covers essential terminology, basic analytical frameworks, and the fundamental principles that guide successful investment monitoring. Perfect for those new to the field or seeking to strengthen their foundation.
- Understanding market indicators and their significance
- Introduction to portfolio tracking methods
- Risk assessment fundamentals
- Setting up monitoring systems
- Basic analytical tools overview
Analytical Techniques
Building on our foundation, this middle series dives deeper into analytical methods. You'll explore advanced monitoring techniques, learn to interpret complex data patterns, and develop skills for comprehensive market analysis.
- Advanced data interpretation methods
- Trend analysis and pattern recognition
- Comparative analysis frameworks
- Performance measurement techniques
- Creating custom monitoring dashboards
Strategic Applications
The final series brings everything together with real-world applications. We examine case studies, explore strategic decision-making processes, and practice applying learned concepts to complex scenarios you might encounter.
- Real-world case study analysis
- Strategic decision-making frameworks
- Advanced scenario planning
- Integration of multiple monitoring tools
- Professional presentation techniques
Led by Donovan Reeves
Donovan brings fifteen years of experience in financial analysis and investment monitoring to this series. His background includes work with both institutional investors and independent advisory firms, giving him a unique perspective on practical applications of monitoring techniques.
What I appreciate about this progressive format is how it mirrors the way professionals actually develop these skills. Each session builds naturally on the previous one, and participants often tell me they can see their confidence growing with each week.
Series Begins August 2025
Our next complete series launches in August with sessions running through November. This schedule allows plenty of time between sessions to practice new concepts before moving forward.
Schedule
Thursdays 2:00 PM - 3:30 PM
August through November 2025
Format
Interactive sessions with
Q&A and practical exercises
Materials
All resources and recordings
provided to participants