Introduction to Investments Workshop

Date: TBA

Time: 9.00am to 12.00pm

Venue: Cayman Islands Chamber of Commerce, Governor’s Square, West Bay Road

Employees of CIBA Members:KYD $75.00 (USD $91.46) Non-Members: KYD $90.00 (USD $109.76)


This half-day workshop is intended to impart introductory knowledge of investments. Attendees will primarily learn the various assets available and how a portfolio is built.

The course will cover:

  • History
  • Long Term Fixed Income
  • Types of Securities
  • The Cayman Islands Monetary Authority
  • Know Your Client
  • Selection of the Investment Manager
  • Types of Asset Classes
  • Equities
  • Services offered in the Cayman Islands
  • Theory
  • Investment Policy Statement (Objectives & Constraints)
  • Selection of the Securities
  • Short Term Fixed Income
  • Alternatives
  • The Regulator
  • Building a Portfolio
  • Determination of Asset Mix
  • Monitoring and Rebalancing