Building Sustainable and Inflation Proof Portfolio

Our high in demand coaching course is back! Get the 2 sessions for €199. Start your 2023 with intentional investing!

If you are serious about being financially resilient by building and executing a sustainable and inflation-proof portfolio, then this is for you.
Our clients' portfolios are outperforming the benchmark portfolios. One of them even jokingly said she is doing better than Zuckerburg. Why is this so? At each outset, we create a strategic asset allocation based on their return objectives, risk objectives, time horizon, liquidity needs, Tax, and unique circumstances. The strategic asset allocation will withstand any macroeconomics shocks in the long term while also tactically allocating during macroeconomic shocks via risk management. Knowledge is Power!

To learn how to develop your simple portfolio, PACEUPinvest® GmbH will be running 2-day financial coaching sessions to Develop, Grow, And Protect Your Wealth During The Recession Crisis and beyond.
The usual cost is €999. Grab yours now for only €199 plus VAT. Limited time only!

Day one: How to Start Investing: Planning and Purpose.
By the end of the coaching workshop, you will be able to:
• Explain the benefits and risks involved with investing.
• Benefits of creating a consistent investment plan.
• Recognise commonly available investment options including real estate, stocks, bonds, alternatives and commodities.
• Identify the costs, fees, and/or commissions associated with various investments.
• List where you can locate a glossary of investment terms.
• Recall terms associated with investing including asset allocation, diversification, opportunity cost, dollar-cost averaging, and compound interest.
• Understand annualised returns of investments
• Differentiate among the types of investment vehicles.
• Identify the types of financial institutions at which investment products can be purchased.
• Know Apps, websites, and useful resources

Day two: Choosing Investments and Building a healthy portfolio
By the end of the coaching workshop, you will be able to:
• Describe the basic factors that affect the price of stocks, real estate, and other investment options.
• Identify factors that influence investment planning (age, income, liabilities, assets, goals, family size, risk tolerance)
• Explain the steps necessary to make informed investment decisions.
• Describe the role risk tolerance plays in choosing investment vehicles.
• Explain how risk tolerance may change with one’s situation.
• Explain how diversification by investing in different types of financial assets, geographies and time can lower investment risk.
• Compile a list of resources to gain knowledge about investment vehicles and options.
• Explain the factors to consider when selecting financial professionals.
• Select appropriate financial services and products based on an evaluation of service and product information. Effective investing requires good decision-making skills.
• Use systematic decision-making to select financial services or investments.
• Explain why investors may sell stocks that have gained in value but hold ones that have lost value. Explain why this may not make sense.
• Build a healthy financial & investment portfolio that is sustainable and resilient. Taking into consideration your goals, risks, time horizon, liquidity needs, Tax, and unique circumstances.

It's time to get started! Let's get you on the road to becoming a successful investor!

ABOUT THE ORGANISER
Rukayyat Kolawole, CFA. Chief Executive Officer, PaceUP Invest GmbH
Ms. Kolawole is the founder and CEO of PaceUP Invest in Germany, France, and Nigeria; a Fintech start-up whose mission empowering women and underrepresented communities financially and help with wealth-building irrespective of their income towards attaining a responsible and sustainable future for themselves and their generation.
Ms. Kolawole has over 15 years of experience in the financial industry: Investment banking, Investment Management, and Capital Markets in Goldman Sachs, Bloomberg, Reuters, and BMCE International London. She was a former VP Capital Markets and Treasury at BMCE Bank International London covering EMEA, Americas, and APAC. She is a transcultural communicator and leader having worked on international assignments throughout her successful career.
Ms. Kolawole is currently on the board of Kassavex, a social impact agricultural company in Nigeria; Founding committee board member of 100 Women in Finance Germany.
Ms. Kolawole earned an MSc in Finance and Investment Management with a Distinction. In 2020, she earned a double Diploma Executive MBA at Mannheim Business School, Germany, and ESSEC Business School, France. She is a Chartered Financial Analyst.