Executive Fellowship in
Investment Management
Master Investment Management with the Combined Wisdom of Industry Leaders and Academic Experts
About the Programme
The Executive Fellowship in Investment Management is a rigorous, practice-led programme for professionals seeking to elevate their investment judgement and leadership impact.
You will deepen your mastery across asset classes, sharpen your ability to analyse, structure, and execute deals, and strengthen your strategic decision-making.
Guided by senior industry practitioners and leading faculty, you will apply learning through real-world projects and gain access to a powerful network across banking, PE/VC, asset management, and family offices. The programme prepares you to step confidently into more senior, influential investment roles.
Conducted by
Our Knowledge Partner
Learning Outcomes
By the end of the programme, you will be able to—
- Acquire a comprehensive mastery and complete understanding of the investment management landscape, from markets to M&A.
- Apply practical application and insights immediately through simulations, case studies, and deal structuring exercises.
- Get a global perspective by learning from experienced practitioners and faculty with regional and international expertise.
- Be future ready by harnessing AI and digital tools that are reshaping investment decisions.
- Strengthen your ability to influence, pitch, negotiate and lead in complex financial environments with leadership and communication skills.
- Network with impact by joining a community of peers, senior mentors, and industry experts shaping the future of investment.
- Receive personalised 1:1 mentoring where each participant will get up to 6 hours of individual mentoring provided by one of the senior industry experts teaching in the programme.
Programme Overview
The programme has five phases, each separated by a two-week break.
- Each module lasts one to two weeks and ends with a required assignment.
- Participants will attend six to seven hours weekly of mostly in-person classes on two weekday evenings, with some Saturday sessions.
- Participants should plan for an additional six hours of independent study.
Phase 1
Week of 6 July 2026
- Gain a solid grounding in capital markets
- Understand the relationship between capital seekers and providers—from businesses and governments to institutional funds and family offices.
- Learn how macroeconomic trends shape investment opportunities across debt, equity, and hybrid instruments.
Week of 13 July 2026
Week of 20 July 2026
Week of 27 July 2026
- Explore how banks and private credit funds assess and structure credit.
- Understand credit risk assessment, loan covenants, and the dynamics of syndicated and direct lending across global markets.
Week of 3 August 2026
Week of 10 August 2026
- Strengthen your ability to evaluate companies and investments through rigorous financial modeling.
- Learn to interpret financial statements, project performance, and apply valuation techniques such as DCF, LBO, and comparables analysis.
Week of 24 August 2026
Week of 31 August 2026
Week of 7 September 2026
- Examine the private equity lifecycle—from fundraising and deal sourcing to value creation and exit strategies.
- Understand fund structures, investment decision frameworks, and how PE firms grow businesses through strategic and operational transformation.
Week of 14 September 2026
Week of 21 September 2026
- Distinguish between financial sponsors and strategic investors.
- Analyse how corporate venture capital, joint ventures, and post-merger integrations create value and synergies in evolving markets.
Week of 28 September 2026
Week of 5 October 2026
- Explore how artificial intelligence, big data, and automation are transforming investment management.
- Learn applications of machine learning in financial modeling, risk analytics, and portfolio optimization, while addressing governance and ethical implications.
Week of 19 October 2026
- Delve into the processes and regulations governing IPOs, SPACs, and public listings.
- Learn valuation, investor relations, and how companies prepare for the scrutiny of public markets.
Week of 26 October 2026
Week of 2 November 2026
Week of 9 November 2026
- Discover how hedge funds deploy diverse strategies—from long/short equity to event driven, macro, and quantitative investing.
- Evaluate their risk-return trade-offs and performance metrics.
- Understand how investors engage in turnaround financing, distressed debt, and restructuring.
- Explore valuation frameworks and risk assessment for complex situations such as litigation finance or bankruptcy workouts.
Week of 16 November 2026
Week of 23 November 2026
- Develop the art of persuasive communication and storytelling with data.
- Practice crafting and delivering investment pitches to diverse audiences—LPs, boards, analysts, and clients—through a high-impact simulation with expert feedback.
Phase 4
Week of 7 December 2026
Week of 14 December 2026
Investment Portfolio Management
- Discover how hedge funds deploy diverse strategies—from long/short equity to event driven, macro, and quantitative investing.
- Evaluate their risk-return trade-offs and performance metrics.
Phase 5
Week of 4 January 2027
- Examine the global regulatory landscape including MAS, SEC, FCA, and ESMA frameworks.
- Understand KYC, AML, FATCA, CRS, and data protection obligations.
- Explore ethical investing, fiduciary responsibilities, and lessons from regulatory failures.
Week of 11 January 2027
Week of 18 January 2027
- Learn to identify and evaluate investment opportunities by scanning markets, sectors, and companies.
- Understand how to leverage databases and networks to generate deal ideas, test hypotheses, and build collaborative approaches that combine knowledge, experience, and creativity.
- Dive into the technical and strategic aspects of deal design.
- Conduct scenario analyses, assess regulatory and accounting implications, and integrate ESG considerations.
- Learn to balance risk and return, build safeguards into deal structures.
- Manage stakeholder expectations through sound governance and negotiation readiness.
Week of 25 January 2027
Week of 1 February2027
- Drive time-bound deal execution
- Craft and negotiate term sheets; run end-to-end due diligence (business, legal, financial, environmental, management);
- Address red flags; manage conditions precedent/subsequent;
- Finalise legal documentation and agreements;
- Communicate the deal effectively to the market.
Late February 2027 till early April 2027
- Translate learning into real-world impact by working on a company-sponsored project.
- Participants will collaborate in teams to address a live investment challenge provided by an industry partner and will pitch their proposal to them.
Early May 2027
- The programme culminates with an integrative assessment where participants present their applied project outcomes and
investment recommendations to a panel of faculty and senior practitioners.
Who Should Attend
- Investment professionals seeking to deepen their strategic and technical mastery.
- Professionals from banking, private equity, venture capital, and asset management sectors.
- Finance leaders in corporates, family offices, and sovereign wealth funds.
- Adjacent professionals transitioning from fields such as consulting, law, or corporate strategy into investment management roles.
Programme Fees
SGD 21, 691 (incl. 9% GST)*
SGD 19,900 (excl. 9% GST)**
* Fee is subject to change. GST applies to individuals and Singapore-registered companies.
* For Singaporeans aged 25 and above, you may utlise your SkillsFuture Credits to defray part of the programme fee.
** Fee is subject to change. GST is not applicable to foreign based companies.
For Enquiries
Mr Ayden Tay
Business Development Manager
SMU Executive Development
+65 6826 1317
aydentay@smu.edu.sg
Bowen White
Adjunct Faculty
of Finance, LKC School of Business, SMU
Anupam Behura
Partner
UMA Global Foods
Ashok Vasudevan
Founder & Chairman
UMA Global Foods
Avnish Mehra
Vice-chair,
Private Equity, Everstone Capital
Chetan Bhatia
Managing Director
Regional Head of Europe
DBS Private Bank
Florian Marquis
Co-Founder & CEO
State Square Capital
James Ong
Founder & Managing Director
Artificial Intelligence International Institute
Li-Ling Ch'ng
Partner
RHTLaw Asia
Marina Surzhenko
Director
Nakasendo Capital
Michael Gryseels
Founder & Managing Partner
Anaters Ventures
Rajeev Kannan
Head of APAC
SMBC
Ridhi Chaudhary
Chief Investment Officer
Dragon Fund
Roshini Bakshi
Managing Director
Private Equity and Head of Impact,
Everstone Capital
Sandeep Gupta
Managing Director
Broad Peak Investment Advisors
Sandeep Pahwa
Chairman Asia
Corporate Finance & Origination & Head of Capital Markets
& Advisory, SEA, India, Australia, HSBC
Shaun Sakhrani
Head, Structured Banking
SEA, HSBC
Shrinath Bolloju
Managing Director
APAC, Operations & Technology
for Payments, JP Morgan
Tan Shao Ming
Chief Investment Officer
ABC Impact
Walter de Oude
Founder
Chocolate Finance
Vijay Pattabhiraman
Managing Director
Global Head of Energy & Transport Transition, UBS
Note: Faculty and Industry Speakers are subject to change.