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How to Build a Great Money Management Firm

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Whether you run a successful money management business or are just starting out, benefit from discovering the principles, best practices, and personal attributes of great investment managers. Highly regarded fund managers, capital allocators, and service providers share their tips for building a great investment firm.

In this course you will learn:

  • How to adopt the attitudes and habits required for success
  • How to refine — and keep improving — your investment approach
  • How to master the operational challenges of an investment firm
  • How to attract institutional capital, even if your current asset base is small
  • How to build a respected firm that will stand the test of time

This course is NOT based on third-party content! All videos and transcripts at the core of the lectures have been created and produced by your instructor, John Mihaljevic, and the research team of The Manual of Ideas. The lectures feature exclusive conversations and presentations by highly regarded investment industry professionals.

Special bonus: When you enroll in The Zurich Project Online Course you will receive an exclusive invitation to The Zurich Project Workshop.

Your Instructor

John Mihaljevic
John Mihaljevic

John Mihaljevic, CFA is a Managing Editor of The Manual of Ideas and a Managing Director of ValueConferences. He has also served as Managing Partner of investment firm Mihaljevic Capital Management LLC since 2005. He is a member of Value Investors Club, an exclusive community of top money managers, and has won the Club's prize for best investment idea. John is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder. He resides in Zurich, Switzerland.

Class Curriculum

  Course Supplement: Words of Advice from Fellow Investment Managers
Available in days
days after you enroll

Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

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