"Grow Smart"
We will welcome you from 5:45 PM before the workshops begin at 6:00 PM; they will end around 7:30–7:45 PM.
The evening will continue with a casual networking moment—the perfect opportunity to exchange ideas, network, and enjoy some time together.
Investment principles
- The importance of discipline in staying invested long-term
- Why is volatility inherent in markets?
- The importance of knowing your risk profile
- Diversification
- Active vs. Passive Management
Investing with a “Business Like Investing” approach
- How to value a company?
- What criteria should be used to select a stock?
- Why invest with an entrepreneurial approach?
- What are the advantages of an active management approach?
Alternative investments
- Definitions & concepts of alternative investments
- Reasons for investing in private equity
- Focus on other types of alternative investments
- Why and how to integrate alternative investments into your portfolio? + Visit of the trading room
How real estate investment can add diversification to a portfolio?
- Current real estate market context (Luxembourg and beyond)
- Real estate investment concepts
- Different ways to invest in real estate
- Real estate as a source of portfolio diversification
- Personal real estate loans
The influence of your personal situation on building wealth
- Key factors
- Civil status and marital property regimes
- How to transfer wealth?
- Tax and legal characteristics resulting from the choice of structure