Week 3: Comprehensive Investment Strategies – A Real-World Approach
This session is all about turning knowledge into action. Attendees will apply investment principles by analyzing real stocks, ETFs, and mutual funds, and by developing a structured investment process. Key areas include assessing risk-reward trade-offs, selecting securities with intention, sizing positions effectively, and constructing portfolios aligned with financial goals. Through real-world case studies, participants will see how capital compounds over time and how disciplined allocation drives long-term wealth creation. The focus is on execution - making informed decisions and building a strategy that can be implemented with confidence.
About The Speaker
Justin Grant BA, MSc, CFA
Justin is a seasoned investment professional with over a decade of experience managing and advising on $4 billion USD across equities, bonds, commodities, currencies, and alternative investments at Summit Asset Management where he previously led and built the investment team.