Portfolio Management


This specialised advanced programme will enable participants with investment strategy and management decision making responsibilities to build expertise and broaden their knowledge base in investment and portfolio management.

This will improve the balance of "risk and return" results of the investment asset portfolios under management by their organisations. The workshop will inform investment analytical skills, global market analytical approaches and portfolio risk mitigation techniques to design optimal investment portfolios. Participants will be better prepared to engage, inform and advise their clients or senior management on developing investment strategies, selecting investment opportunities and anticipating, or even avoiding, problems or emerging issues in their portfolios altogether.

Learning Objectives

Upon completion of this workshop, participants should be able to:

  • Create an investment strategy that fits the needs of the organisation.
  • Balance a portfolio based on budget and resources available considerations.
  • Assess each investment in terms of profitability (rewards), investment requirements (resources), risks, and other appropriate factors.
  • Seek and achieve portfolio balance through assessment of strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other tradeoffs encountered in the attempt to maximize return at a given appetite for risk.
  • Influence strategic decision making and provide "what if" and stress testing scenarios to executive management and or the Board of Directors.
  • Accurately adivse Executive Management and or Board of Directors

Programme Outline

Designed to run over a 3-day period, the workshop will cover specific deliverables on:

  • Designing portfolio investment strategy
  • Investment selection and analysis approaches and tools
  • Identification and access to real time market data and information sources
  • Analysis of domestic and international Debt and Equity Instruments
  • Calculation of domestic and international Weighted Average Cost of Capital and the Capital Asset Pricing Model
  • Risk versus Return: methodologies for measurement of Portfolio Risk and the impact of diversification on domestic and international portfolios
  • Analysis of the global financial markets and impact of Market Risk on portfolios
  • Hedging and derivative options in portfolio risk management
  • Presenting analytical conclusions and making recommendations to Executive Management and or the Board of Directors

Facilitator: Mr. Ian Chinapoo

Currently Managing Director, Trinidad & Tobago and regional Corporate and Investment Banking at CIBC FirstCaribbean International Bank Limited, Ian is in his ninth year with CIBC FirstCaribbean and 16 years overall in Banking & Finance. In his Corporate and Investment Banking role, Ian leads a regional team operating in 17 regional jurisdictions. In his Operating company role, he is responsible for strategic leadership, growth and management of CIBC FirstCaribbean's business franchise in Trinidad and Tobago. He is a member of the Senior Executive Team of CIBC FirstCaribbean regionally and on the Global Leadership Team of CIBC globally.

Prior to joining CIBC FirstCaribbean, Ian worked as Vice-President, Business Head (CGIB) - Citibank NA, Bahamas, where he was responsible for the operations of Citigroup's Global Corporate and Investment Bank. He was also part of Citigroup's team based in Miami in his role as Vice-President - Senior Transactor- Andean, Caribbean and Central America.

From 1995 to 1997, he tutored in the undergraduate Accounting programmes at the Faculty of Social Sciences, St. Augustine Campus, University of the West Indies and from 1995 to 2000, he lectured at the Arthur Lok Jack Graduate School of Business (formerly the UWI Institute of Business) in the Post Graduate Diploma in Human Resources (now Masters in Human Resources) programme and the International MBA and Executive MBA programmes. From 2008, upon returning to Trinidad & Tobago, he resumed lecturing in the MBA and MSc International Finance programmes. Working with the school, he has also designed and delivered several professional development workshops in Finance and Strategic Management for companies and targeted public audiences over the years since 1995.

Ian holds a B.Sc in Accounting with First Class Honours from the University of the West Indies. He is a graduate of the Bank's Executive Leadership Programme from The Wharton School of Business, University of Pennsylvania. He is a member of the Board of Directors of FirstCaribbean International Bank (Trinidad and Tobago) Ltd, as well as FirstCaribbean Trust and Merchant Bank (Barbados) Ltd. From September 2009 to December 2010, he was also Vice Chairman of the Board of Directors of the National ICT Company Limited ("iGovTT") and Chairman of iGovTT's Finance and Audit Committees. He is the immediate past Treasurer of the Bankers Association of Trinidad and Tobago (BATT).



Date View Event Calendar
Time 8:30 pm – 4:30 pm
Duration 3 Days
Cost TT $4,500.00 (inclusive of training materials, refreshments and Certificate of Participation) 
Please note that prices are subject to change without notice.
Venue Arthur Lok Jack Graduate School of Business
Max Richards Drive,
Uriah Butler Highway, North West,
Mt. Hope


Tel: 645-6700
Fax: 662-1411


Brent Cassim - ext. 330
Anastasia Mohammed - ext. 328

E-mail:  openenrolment@lokjackgsb.edu.tt


Certificates will only be issued to participants who have attained a minimum attendance rate of 75% for the duration of the course.

Course Cancellation/ Reschedule Policy

Arthur Lok Jack GSB (ALJGSB) reserves the right to cancel training at any time. If ALJGSB cancels the training due to unforeseen circumstances beyond the control of ALJGSB, you are entitled to a full refund of the course fee, or your course fee can be credited toward a future training, based upon availability (providing payments have been made before original advertised date).

ALJGSB reserves the right to reschedule training at any time. If ALJGSB reschedules training due to unforeseen circumstances beyond the control of ALJGSB, the training will take place at the next available time. Participants will be informed via phone and/or e-mails.



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