This session is designed precisely for those who have mastered the basics (the 90%) but suspect there's a higher level of optimization. We focus exclusively on the institutional-grade frameworks often missing from DIY approaches: advanced asset allocation that accounts for your human capital, systematic factor investing implementation, peak tax efficiency strategies specific to Europe, and liability matching. It's about translating complex academic theory into practical, actionable systems to capture that final, critical 10% of efficiency.

That's a fair question. My 7+ years in the industry weren't just in general finance; they included building and managing ETFs—understanding their deep structure, replication methods, and tax implications from the inside. This "insider knowledge," combined with a rigorous grounding in academic finance (CFA Level 1) and a relentless focus on evidence-based principles, allows me to deconstruct and teach these advanced concepts with a clarity you won't find elsewhere. My entire practice is built on providing the unconflicted education the industry won't.

The session's primary goal is to raise awareness of these institutional-grade concepts and provide a clear strategic blueprint for implementation. We achieve depth by focusing on the core frameworks and illustrating them with concrete examples. It's designed to give you the mental models and the step-by-step process needed to identify areas for improvement in your own portfolio. The session will also highlight pathways for further exploration on specific topics, equipping you to continue your learning journey effectively.

The application process is our strict quality filter. We review each submission to ensure participants share a similar level of experience and commitment to evidence-based investing. This isn't a marketing gimmick; it's essential for creating a high-signal, zero-noise environment where the discussion remains focused on advanced topics relevant to sophisticated investors.

It is fundamentally about providing actionable frameworks. Aligned with our objective, the session delivers a clear strategic blueprint – the essential structure and process – that you can use to diagnose your portfolio and implement optimizations. While rooted in sound theory, the focus is entirely on translating those concepts into a repeatable system for practical application.

While the foundational principles are rooted in academic research, the value here is in the synthesis, curation, and practical application specifically for European investors. We cut through the noise, connect disparate concepts (like human capital and asset allocation), and provide structured implementation frameworks that you simply won't find assembled elsewhere in this accessible format. It's about turning scattered knowledge into an integrated system.

This session is designed for investors who are already managing their own ETF portfolios and are familiar with core concepts like diversification and asset allocation (the 90%). It is not suitable for complete beginners. The focus is on advanced frameworks, assuming a solid foundational understanding.

The Strategic Session provides the complete blueprint and frameworks for optimization. For attendees who subsequently seek personalized, hands-on support to implement these advanced strategies or dive deeper into specific areas, further implementation guidance and mentorship options are available and can be discussed separately.

We announce dates after curating the group from the applications. This allows us to potentially coordinate schedules for the best fit and ensures that everyone who is accepted can commit, creating a cohesive and fully engaged session. It's part of maintaining the high quality of the group dynamic.