"Start Smart"

1. Saving and investing: basic concepts
03/02 with Nora Petit & Thibaud Gonne
  1. Why save and invest?
  2. Fundamentals of Budgetary and Financial Management
  3. Financial instruments (Part 1): money market, stocks & bondsLes instruments financiers (1/2) : money market, actions & obligations
  4. Savings and investment strategies
  5. Mistakes to avoid
2. Building a portfolio
24/02 with Brian Klein & Valentin Roulez
  1. Financial instruments (Part 2): funds, ETFs & gold
  2. Volatility, return & risk
  3. Diversification and defining an investment strategy
  4. How to benchmark a portfolio?
  5. Investment-related costs and fees
  6. Portfolio management options
3. Alternative investments
17/03 with Clément d’Espagnac & Jérôme Zahnen
  1. Definitions & concepts of alternative investments
  2. Reasons for investing in private equity
  3. Focus on other types of alternative investments
  4. Why and how to integrate alternative investments into your portfolio? + Visit of the trading room
4. How real estate investment can add diversification to a portfolio
14/04 with Nathalie Welbes, Michel Weckering & Agnès Gendarme
  1. Current real estate market context (Luxembourg and beyond)
  2. Real estate investment concepts
  3. Different ways to invest in real estate
  4. Real estate as a source of portfolio diversification
  5. Personal real estate loans
The influence of your personal situation on building wealth
04/05 with Anne Goedert & Stefania Bidoli
  1. Key factors
  2. Civil status and marital property regimes
  3. How to transfer wealth?
  4. Tax and legal characteristics resulting from the choice of structure