Summary of the Portfolio Management Meet-Up

Before the New Year holidays, we launched our offline club for portfolio investors. This exclusive club does not allow online attendance. It was established with an ambitious goal: to create a community of professional and successful stock market investors! We want to share the key points presented by our speakers for participants who couldn’t attend the first meeting, as well as for anyone interested in joining us in the future.

10 December 2024

Friends, it’s great to see you with us again!
Happy New Year 2024! Wishing you success in the coming year, significant profits, and peaceful skies!

The Idea Behind the Portfolio Management Club

We start with the vision and future direction of our Portfolio Management Club. To shed light on this, we turn to the company’s CEO, Gleb Kozak:

“Gleb, why did you decide to create an exclusive club for investors and portfolio managers? What is its purpose?”

"I decided to create this club because there is a lack of professional discussion about portfolio management. Currently, 99% of online and offline content in Ukraine is tailored for beginners. Even though the industry here is just emerging, we still need a space for professional dialogue. Strategically, Ukraine will have 20+ active funds and 100+ active portfolio managers. These individuals need a platform for profound professional communication."

“What are the benefits of the club for its members? What plans and goals do you set for the club and its members for the future?”

"Members will have the opportunity to grow professionally, validate their ideas, and gain new insights into fund management tactics and strategies. The plan is to host four high-quality meet-ups in 2024. The goal is to have 50 intellectually satisfied club members."

A Year-End Highlight: Wealth Research

We concluded the year with an in-depth and unconventional study of Ukrainians' wealth, identifying certain trends and patterns of change. The full content of the study can be found here. This research resulted in a unique product: a calculator that allows every Ukrainian to calculate their current capital in 2024.

At the event, we discussed this in detail, but for you, we’ve prepared answers to key questions from the Head of Development, Lina Cherevko:

“At the meet-up, you presented a project analyzing the wealth of Ukrainians. Based on the findings and the average wealth level, can we say that almost every Ukrainian can afford to invest in stocks?”

"Yes, almost every Ukrainian can afford to invest in stocks. Despite the misconception that investments must be global from the start, you can begin small—open a trading account, try buying a few stocks, and monitor them. Beyond financial capacity, it also requires mental readiness to learn the process and understand how the market works. It’s encouraging to see growing interest in the field, partly thanks to our team's efforts."

“From 2017 to 2021, wealth levels doubled. If Ukrainians invested even a portion of their income in stocks during that time, how much would this percentage increase?”

"2021 was one of the most successful years for Ukraine's economy, so it’s not surprising that citizens’ wealth grew. During this period, the U.S. stock market (S&P500) nearly doubled. It’s logical to assume that investments in stocks could have similarly enriched Ukrainians. Moreover, while recent years have made Ukrainians poorer, investments could have been a tool to preserve and balance capital, as the U.S. stock market tends to grow despite global crises."

AI Integration in Investment

The year 2023 marked a significant rise in AI use, simplifying data analysis and processing. Our investment fund and educational products embraced this trend, leveraging AI assistants to predict financial shifts. Dmitro Bakhtin, Head of Innovation and Learning, presented this development:

“At the offline event, you showcased a new AI-powered portfolio investment model for data collection and analysis. Does this give us a competitive edge as a fund and educational center?”

"Yes, we stay ahead by adopting AI early. As soon as OpenAI released ChatGPT 3.5, we began exploring its potential for market analysis. Over the past year, AI advancements significantly improved our methods. We can now identify the best market opportunities under specified risk and return metrics and explain this process in detail using real examples."

“Is this model available only for institutional players, or can retail traders use it too?”

"With the current technology, its use depends on the individual trader’s or investor’s risk tolerance. These methods are accessible regardless of the initial capital size. All you need is a sound mind and a willingness to learn."

What Happens in the Club Stays in the Club

This was our first event behind closed doors—but not the last!

Next Meeting

Date: March 27, 7:00 PM
Location: Unit City
Guest Speaker: Yuri (Portfolio Manager, Millennium Capital, London)

Yuri will discuss investment processes, team structure, risk management, and capital allocation at his fund, which manages over $500M, with plans to grow to $1.5 billion. Spoiler: a 4% drawdown is unacceptable!

How to Attend
Register via the link or message us on Telegram: “I want to attend the Q1 2024 event.”

We look forward to welcoming professionals or those aspiring to join this field!

Telegram:
@fndxmanager_ai