Capital Allocation Training Program
Learn how to make smarter financial decisions through structured education that combines theory with hands-on application. This isn't about shortcuts or guaranteed wealth—it's about building genuine understanding.
How We Structure Learning
Most capital allocation education focuses too much on theory or rushes straight to advanced strategies. We've found that people learn better when they can connect concepts to real scenarios they might actually encounter.
Start With Fundamentals
You'll spend the first three weeks understanding basic principles—how capital flows work, what drives different allocation decisions, and why context matters more than formulas.
Work Through Examples
Each week includes case studies drawn from actual business situations. You'll analyse what worked, what didn't, and most importantly—why the outcomes varied.
Practice Decision-Making
The second half of the program focuses on applying what you've learned. You'll make allocation decisions in simulated environments and receive feedback from experienced practitioners.
Build Your Framework
By week twelve, you'll develop a personal approach that fits your situation. There's no universal solution—good allocation depends on your specific circumstances and constraints.
What You'll Actually Learn
The program runs from August through November 2025. We've structured it into four phases, each building on what came before. You can expect around eight hours of work per week—some weeks lighter, some heavier depending on assignments.
Foundation Phase
Weeks 1-3
We cover the basics without assuming prior knowledge. This phase moves slowly because getting these concepts right matters for everything that follows.
Analysis Phase
Weeks 4-7
Here's where you start evaluating real situations. You'll learn to spot what matters in allocation decisions and what's just noise.
Application Phase
Weeks 8-11
This is the most challenging part. You'll make allocation decisions in simulated scenarios and defend your reasoning to the group.
Integration Phase
Weeks 12-14
The final weeks focus on pulling everything together. You'll develop your own allocation approach and test it against different scenarios.
Who Teaches This Program
Four practitioners who've spent years working in capital allocation. They don't promise magic solutions—just practical knowledge from actual experience.
Henrik Strand
Portfolio Strategy
Spent twelve years managing institutional portfolios before transitioning to education. Teaches the foundation and analysis phases.
Siobhan Rafferty
Risk Assessment
Former risk analyst for three different funds. Focuses on helping students understand what can go wrong and how to prepare for it.
Dimitri Volkov
Applied Finance
Worked in corporate finance for eight years. Leads the application phase where students work through realistic scenarios.
Maeve Dunne
Strategic Planning
Fifteen years in financial planning and advisory. Guides students through building their own allocation frameworks in the final phase.
Next Program Starts August 2025
We're accepting applications through June. Class size is limited to thirty participants so we can maintain quality interaction. If you're interested in improving your capital allocation skills through structured learning, get in touch.