Raji Varghese, Customer Service Executive - Binzagr Company, Qatar

The trainer was very good. The main strengths would be the case studies and discussions. Kexxel Group definitely organized the event very well. The follow ups and the pre event communication from them were very prompt.


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Home News Kexxel Group: Investment Connoisseur, Frank Hvid Petersen, will be sharing his expertise on Strategic Investment Portfolio Management this July 2020 - online!

Kexxel Group: Investment Connoisseur, Frank Hvid Petersen, will be sharing his expertise on Strategic Investment Portfolio Management this July 2020 - online!

With prevailing investment challenges amidst the pandemic crisis, it is no question that corporations and investors alike are shaken with worry. However, with ample preparation and guidance from market experts; investors will be able to better navigate the ever-changing business environment.

Investment Series Banner

This July 2020, Internationally Leading Investment Trainer and Financial Markets Expert, Frank Hvid Petersen, will be coming online for Kexxel Group’s newly launched Virtual Instructor-Led Training (VILT), to share his expertise on Strategic Investment Portfolio Management while navigating the globally turbulent environment.

Frank has long been a sought after investment guru and authority with a background of almost 25 years specializing in macroeconomics and financial markets. He was previously the Chief Economist and Chief Equity Strategist for Alfred Berg Bank (A leading Nordic Investment Bank) as well as the Head of Strategy and Portfolio Management in Carnegie Investment Bank. Since then he has established his own advisory firm - Early Bird Research, a professional market research company.

Aside from that, he holds a M.Sc. (Econ) from the University of Copenhagen and writes columns on portfolio management issues for AMWatch - a Scandinavian asset management news site.

For further info, please refer to the link below:

[Investment Series (VILT) Event Brochure]

What will you learn by the end of each event?

Event 1: Asset Allocation & Portfolio Management – Traversing through The Turbulence

  • Modern Portfolio Theory
  • Static and dynamic strategic asset allocations
  • Pros and cons of risk parity approach and how it performs in different scenarios
  • Overview of factor investing

Event 2: Risk Measures for Portfolios – Optimising Trade-Off between Risk and Return

  • Overview of portfolio risk
  • Main measures of risk of a portfolio
  • How to analyse and measure the impact of correlation on portfolio risk exposures
  • The different methods and measures to credit risk modelling

Event 3: Alternative Investing – Alternative Asset Classes and How They Perform in Times of Uncertainty

  • An overview of the different alternative asset classes
  • Benefits and pitfalls of investing in alternative investments
  • Their risks and how they behave in both good and bad times

Event 4: ESG Investing – Creating Responsible & Sustainable Investments

  • Why sustainable investments have increased dramatically in recent years – and its possible continuation despite COVID-19
  • Different types of responsible investments
  • Diving deeper into ESG investing, the challenges, and implications on portfolio returns


“Frank has the capability of framing the arguments and making his point of view clear for every attendee. The fact that Frank manages to understand every individual’s challenges makes him one of the best investment lecturers in Denmark. Frank is a tremendous communicator with a high level of both intelligence and humour.”- SydBank

“Frank is a well-prepared teacher with great insight and professional knowledge, with a commitment to teaching.”- Smart Academy Denmark

“The course fully met my expectations. It was excellent. A good mix of theory and practice. Good anecdotes.”- Analyst, Arbejdernes Landsbank

“The course was excellent, very relevant. Good and very inspiring teaching methods.”- Vice president, T. Rowe Price

Who Should Attend

  • Portfolio Managers
  • Investment Directors & Managers
  • Chief Investment Officers (CIOs)
  • Risk Managers & Controllers
  • Institutional Investors
  • Private Investors
  • Members of the Board of Investors
  • Private Bankers
  • Investment Advisors
  • Financial Advisors
  • Investment Operations Staff
  • Investment Analysts

For more information, kindly go to our website at www.kexxel.com

Kindly acknowledge that there is a special 3+1 package available for this course! If a company decides to register for three events in the series, they will be entitled to register for a fourth event for FREE! We highly encourage you to take advantage of this special offer for your own benefit as an investment to your company.

If you would be keen to conduct an In House Training in your own company for this topic or any other topic of interest for that matter, just give us a buzz or forward your enquires to  This e-mail address is being protected from spambots. You need JavaScript enabled to view it and we will definitely strive to present the best for you! Book now and save up to 50% on the whole cost of the event!

For Immediate Release:

Eliza Yeo
Project Manager International Events
Kexxel Group
T: +603 2282 1688
Fax: +603 2283 5088
E:  This e-mail address is being protected from spambots. You need JavaScript enabled to view it