TAKE YOUR FIRM TO A

 NEW LEVEL 

UPCOMING LIVE COURSES:

GLOBAL ASSET ALLOCATION
Starting May 4, 2020 @ 9pm EST/ May 5, 2020 @ 9am HKT, 10am JPT & 12 noon AET

eAcademy

ONLINE COURSES

The BCA Research eAcademy focuses on teaching the analytical methods and investment strategies developed at BCA Research over the past 65 years for macroeconomics, sector analysis, and quantitative modeling through our online live courses. Participants of our live courses learn techniques that will enable them to interpret data and important economic developments from the perspective of an investment professional. Each course will be two 1-hour sessions per week for 4 weeks.

Our live courses will include:

  • Each session will be presented in a live video class webinar format. The recordings of each session will be made available to all delegates
  • During each session delegates will have the opportunity to ask questions live or submit offline
  • Additional readings will be provided to support learning objectives

 

 

Learn More
CFA Institute

For CFA institute members, our live seminars qualify as 8 CE points. Please self-document your continuing professional development activities in their online CE tracker. 
 

For group bookings of three or more people, please contact your BCA Research Sales contact for preferential pricing.

LIVE COURSES

Principles of Global Macro

Macro directly impacts all financial assets. Yet the various relationships between the economy and markets are often overlooked or misunderstood by investors and this leads to an increased risk of factors undermining portfolio returns.

The BCA Academy focuses on teaching the analytical methods and investment strategies developed at BCA Research over the past 65 years for macroeconomics...

Learn more
CFA Institute

For CFA institute members, the Principles of Global Macro 1-day course qualifies as 8 CE points. Please self-document your continuing professional development activities in their online CE tracker. 

GLOBAL ASSET ALLOCATION

Academic research finds that markets are, to use Paul Samuelson’s phrase, “micro efficient but macro inefficient.” But CIOs, asset allocators, and investment professionals often struggle to find a practical way to construct optimal multi-asset portfolios...

Learn more
CFA Institute
For CFA institute members, the Asset Allocation course qualifies as 8 CE points. Please self-document your continuing professional development activities in their online CE tracker.

GEOPOLITICS & INVESTING

Geopolitical analysis has become an essential component of any sound investment strategy. Shifts in the balance of power away from the U.S., growing demands for populist policies in Anglo-Saxon economies, and the ‘crisis of expectations’ among EM middle classes reinforce the view that geopolitical risk to investment portfolios is not a fad..

Learn more
CFA Institute
For CFA institute members, the Asset Allocation course qualifies as 8 CE points. Please self-document your continuing professional development activities in their online CE tracker.

Unable to attend scheduled courses in your region? Want your entire team to learn more about macroeconomics, asset allocation and geopolitics? The Bespoke Academy brings our courses directly to your firm at a time and place that suits you. We'll work with you to develop the training that's right for your firm and its goals. 

GAIN A FRAMEWORK TO ASSESS MARKETS AND ECONOMIES

Join us for a course on the principles of macroeconomics. Or, sign-up for our courses on global asset allocation or geopolitics.
  • Meet and network with investors from all over the world
  • Get insights from leading experts in the field
  • Emerge with a new appreciation macro research

BENEFIT FROM ALMOST
70 YEARS OF
RESEARCH

BCA Research is uniquely qualified to deliver this program.
  • For almost 70 years we have been a market-leading provider of global investment research
  • We support our clients’ investment-making processes with innovative analysis and forecasts across all major economies and asset classes

MAKE PROFESSIONAL
PROGRESS

Almost anyone involved in the investment field can benefit from the Academy. Although it’s primarily aimed at investment managers and strategists.
  • Senior executives will be able to explore critical investment issues with expert practitioners
  • People at all levels gain useful skills
  • Professional networking opportunities
  • Credits available through the CFA Institute

WHY

 ATTEND? 

WHERE DO YOU GO FOR INVESTMENT INSIGHT?

As the information explosion gathers pace, the sheer volume of data makes finding and evaluating investment opportunities increasingly complex. MiFID II is also changing the way you purchase and consume research. Even experts in the investment industry can overlook the impact macro factors have on markets.
  • Do you know how a strong currency in one part of the world will affect demand elsewhere?
  • What do interest rate rises mean for manufacturing in the U.S, Chinese exports, or bond yields in Germany?
  • What is the potential impact of U.S. diplomatic and economic pressures on China and Iran?

OUR

 INSTRUCTORS 

MEET OUR TEAM OF EXPERTS

MATHIEU SAVARY

Strategist
The Bank Credit Analyst

Mathieu is currently BCA Research’s Strategist, The Bank Credit Analyst. From 2016 to 2019, he headed BCA Research’s Foreign Exchange Strategy service. He has also served as Senior Editor of the Global Investment Strategy service and as a Research Analyst for the European Investment Strategy service. Moreover, Mathieu was one of the two developers of BCA Research’s “Principles Of Global Macro” seminar, a course he still teaches to investors around the world. Prior to BCA Research, Mathieu held the position of Global Macro Research Analyst with Brandywine Global Investment Management. Mathieu holds a BCom in Finance and Economics from McGill University, and the CFA designation.

GARRY EVANS

CHIEF STRATEGIST
GLOBAL ASSET ALLOCATION

Garry is currently BCA Research’s Chief Strategist, Global Asset Allocation. Since joining BCA Research in 2015, Garry has headed the Global Asset Allocation Service as well as being involved in Emerging Market Sector Strategy. Prior to BCA Research, Garry was the Managing Director and Global Head of Equity Strategy at HSBC, and Editor of Euromoney Magazine. Garry has a Masters in Asian Studies from Cambridge University, and undertook postgraduate studies in economics at Kyoto University.

MATT GERTKEN

STRATEGIST
GEOPOLITICAL STRATEGY

Matt is currently BCA Research’s Strategist, Geopolitical Strategy. He oversees the firm’s coverage of market-relevant geopolitical, political, and policy developments across the world. From 2015-18 he headed up the Asia coverage for Geopolitical Strategy. Prior to joining BCA Research in 2015, Matt worked as a Senior Analyst at Strategic Forecasting, Inc (Stratfor) and in various academic and publishing roles. He frequently appears in international news media, including CBC, BNN Bloomberg, CNBC Asia, Bloomberg TV, and Fox Business News. Matt holds an MPhil from the University of Cambridge and a PhD from the University of Texas at Austin.
BCA Research
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