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.

Executive Fellowship in Investment Management

Conducted by

SMU Executive Development

Our Knowledge Partner

Avista Advisory Partners Pte Ltd

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 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.
Executive Fellowship in Investment Management

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 weekday evenings, with some Saturday sessions, and should plan for an additional six hours of independent study.

Phase 1

Financial markets

June 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.

Bank and Private Credit

June 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.

Financial Analytics and Modeling

July 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.

Phase 2

Private Equity

July 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.

Strategic Investors and Corporate M&A

August 2026

  • Distinguish between financial sponsors and strategic investors.
  • Analyse how corporate venture capital, joint ventures, and postmerger integrations create value and synergies in evolving markets.

AI Tech for investment management

August 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.

Phase 3

Fund raising through Public Equity Markets

September 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.

Investment Strategies

September 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.

Communication and Pitching with data

October 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

Distress Investing

November 2026

  • 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.

Investment Portfolio Management

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.

Conceptualise a deal

December 2026

  • 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.

Phase 5

Ethical investing

December 2026

  • 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.

Structuring a deal

January 2027

  • 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.

Deal negotiation and Execution

January 2027

  • 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.

Applied Project

February 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.

Assessment and Presentation

March 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.

 

Venue

Singapore Management University
SMU Admin Building, 81 Victoria Street, Singapore
 

For Enquiries

SMU Executive Development
+65 6828 0100
exd@smu.edu.sg 

Faculty and Industry Practitioners

François Bogacz, Head of Learning and Innovation, SMU Executive Development, SMU
François Bogacz

Programme Director
Head, Learning & Innovation,
SMU Executive Development

Rajiv Kochhar, Founder, Managing Director & CEO, Avista Advisory Group
Rajiv Kochhar

Programme Director
Founder, Managing Director & CEO, Avista Advisory Group

Ang Ser Keng, Finance Academic Director, SMU EMBA & MBA Programmes
Ang Ser Keng

Principal Lecturer
of Finance, Academic Director, 
SMU EMBA & MBA Programmes, LKC School of Business, SMU

Jack Hong Founder and CEO, Integrum Global, Adjunct Faculty
Jack Hong

Adjunct Faculty 
 LKC School of Business, SMU
Founder and CEO, Integrum Global

John Sequeira, Associate Professor of Finance (Practice) Lee Kong Chian School of Business, Singapore Management University
John Sequeira

Associate Professor
of Finance (Practice),
LKC School of Business, SMU

Jianfeng (Jeff) Hu, Associate Professor of Finance, Lee Kong Chian School of Business, Singapore Management University
Jianfeng (Jeff) Hu

Associate Professor
of Finance, LKC School of Business, SMU

Bowen White, Adjunct Faculty, Finance Lee Kong Chian School of Business,  Singapore Management University
Bowen White

Adjunct Faculty
of Finance, LKC School of Business, SMU

Mark Chong, Professor of Communication Management (Practice); Lee Kong Chian School of Business, Singapore Management University
Mark Chong

Professor 
 of Communication Management (Practice), LKC School of Business, SMU

Michael Schaerer Associate Professor of Organizational Behaviour & Human Resources, Lee Kong Chian School of Business, Singapore Management University
Michael Schaerer

Associate Professor
of Organisational Behaviour & Human Resources, LKC School of Business, SMU

Agnes Sng, Wealth Management and Funds Expert, Former Managing Director and Regional Head of Investment Funds, BNP Paribas Wealth Management
Agnes Sng

Wealth Management & Funds Expert
Former Managing Director &
Regional Head of Investment
Funds, BNP Paribas Wealth
Management

Alptekin Diler, Principal, Investcorp
Alptekin Diler

Principal
Investcorp

Anna Chang, Managing Director , Head of Middle Market & Enterprise Banking Services OCBC
Anna Chang

Managing Director
 Head of Middle Market & Enterprise Banking Services, OCBC

Anupam Behura, Partner, Bain capital
Anupam Behura

Partner
UMA Global Foods

Ashok Vasudevan, Founder and Chairman, UMA Global Foods
Ashok Vasudevan

Founder & Chairman
UMA Global Foods

Avnish Mehra, Vice-Chair, Private Equity, Everstone Group
Avnish Mehra

Vice-chair,
Private Equity, Everstone Capital

Chetan Bhatia, Managing Director & Regional Head of Europe, DBS Private bank
Chetan Bhatia

Managing Director
Regional Head of Europe
DBS Private Bank

Florian Marquis, Co-Founder & CEO State Square Capital
Florian Marquis

Co-Founder & CEO
State Square Capital

James Ong, Founder and Managing Director, Artificial Intelligence International Institute
James Ong

Founder & Managing Director
Artificial Intelligence International Institute

Li-Ling Ch'ng, Partner, RHTLaw Asia
Li-Ling Ch'ng

Partner
 RHTLaw Asia

Marina Surzhenko, Director, Nakasendo Capital
Marina Surzhenko

Director
Nakasendo Capital

Michael Gryseels, Founder and Managing Partner, Anaters Ventures
Michael Gryseels

Founder & Managing Partner
 Anaters Ventures

Rajeev Kannan, Head of APAC, SMBC
Rajeev Kannan

Head of APAC
 SMBC

Ridhi Chaudhary, Chief Investment Officer Dragon Fund
Ridhi Chaudhary

Chief Investment Officer
Dragon Fund

Roshini Bakshi, Managing Director, Private Equity and Head of Impact, Everstone Capital
Roshini Bakshi

Managing Director
Private Equity and Head of Impact,
Everstone Capital

Sandeep Gupta, Managing Director, Broadpeak Investment Advisors
Sandeep Gupta

Managing Director
Broad Peak Investment Advisors

Sandeep Pahwa, Chairman Asia - Corporate Finance & Origination & Head of Capital Markets & Advisory, SEA, India, Australia, HSBC
Sandeep Pahwa

Chairman Asia
 Corporate Finance & Origination & Head of Capital Markets
& Advisory, SEA, India, Australia, HSBC

Shaun Sakhrani, Head of Structured Banking, SEA , HSBC
Shaun Sakhrani

Head, Structured Banking
SEA, HSBC

Shrinath Bolloju, Managing Director, APAC Operations & Technology for Payments, JP Morgan
Shrinath Bolloju

Managing Director
APAC, Operations & Technology
for Payments, JP Morgan

Tan Shao Ming, Chief Investment Officer, ABC Impact
Tan Shao Ming

Chief Investment Officer
ABC Impact

Walter de Oude, Founder, Chocolate Finance
Walter de Oude

Founder
 Chocolate Finance

Vijay Pattabhiraman, Managing Director & Global Head of Energy & Transport Transition, UBS
Vijay Pattabhiraman

Managing Director
Global Head of Energy & Transport Transition, UBS