Expires April 10
Short class-style videos about workflows used by hedge funds and asset managers. Content created and produced by a human subject matter expert.
Your crash course in building wealth. Learn the difference between gambling and investing, how to spot the next big trend, and why "safe" investments might be costing you millions.
Portfolio managers are central to investment, analyzing markets, making decisions, managing risk, and executing trades daily. They develop strategies, allocate assets, and rebalance portfolios. Requiring finance expertise and certifications, they navigate information transparency challenges. Their work relies on technology, operations, and compliance to align with objectives.
Learn the Buy-Side execution trader's daily mission: efficiently executing PM orders while minimizing market impact and costs. Discover their use of algorithms, compliance management, and critical post-trade analysis for optimal performance.
Explores the operational side of the hedge fund and asset management business including talks about Cloud and SaaS, API's and CyberSecurity.
Learn about requirements management in hedge funds and asset management firms, from needs assessment and stakeholder input to workflow mapping. Explore how technology systems like the PMS, OMS, and EMS drive efficiency. Understand the distinct roles of Portfolio Managers (priority) and Traders (urgency). Discover how Cost-Benefit and SWOT analyses justify tech investment, leading to benefits like automation, better decisions, and compliance, outweighing costs.
Diverse assets drive costs: Equities need real-time data, algorithmic trading, and high-volume scalability, demanding costly complexity. Less frequent assets focus on detailed reporting.
YouTube BizTT Hedge Fund Workflows https://www.youtube.com/@BizTT-Videos
Unit 100 Capital Formation
Unit 100 Certification https://docs.google.com/forms/d/e/1FAIpQLScK7QKQNOnjqy3Swd93wif2ivyjX7jnMRwWKGqCMJr9mSDRUg/viewform
Unit 200 Portfolio Manager
Unit 200 Certification https://docs.google.com/forms/d/e/1FAIpQLSd7slPttsfuN_0W0o9jR2LGmqMJkRVBk8inkljPqEM944KUPw/viewform
Unit 300 Portfolio Trader
Unit 300 Certification https://docs.google.com/forms/d/e/1FAIpQLSdl36cZ82Y9vgGaeVlohS69wzdqwh9_y6n8V7BslgSMIwtuOQ/viewform
Unit 400 Business Opreations
Unit 400 Certification https://docs.google.com/forms/d/e/1FAIpQLSeREGNhkel-D8fGIuxv61rE0k6gAWvETaLxOqlA_RGEfZ0GUA/viewform
Unit 500 User Requirements
Unit 500 Certification https://docs.google.com/forms/d/e/1FAIpQLSdpNN6gc-ICn_LN-9F0-4OIs8zxt_kA1alt4_6d5qQWTK0qFg/viewform
Unit 600 Platform Costs
Unit 600 Certification https://docs.google.com/forms/d/e/1FAIpQLSclk2IaApdyXBhDURN9P5s7UR6j6lr1A6_BnbcplF57iDc3uw/viewform
Shorts
COO 5 To Know Engineering https://youtu.be/WZN4x4QDmq0?si=mqPL0ym_CuX525DJ
CFO Need To Know https://youtu.be/DeqfETGgzP8?si=I63Qogcwlj7D5kN1
CEO Essentials https://youtu.be/xKhnTA4KPT8?si=frcvYAlQw-FvY4Hg
COO 5 To Know Execution Trader https://youtu.be/ar2O9y4kc7o?si=vRjZ_RgXAKhNxjcV
COO 5 To Know Portfolio Manager Needs https://youtu.be/V4hHIvfThes?si=SYHrPPtokpQMrZ9n
Costs: Need To Know https://youtu.be/H1vtEim005I?si=6hWySlWfY9FCkoLs
Systems: Need To Know https://youtu.be/UYOTtD4au3A?si=UiWcF5kyMQCbouad
Platforms: Need To Know https://youtu.be/8VlHkxUt1wI?si=cgnr4jCwnpqiTxAB
PMS: Need To Know https://youtu.be/1mt1hRRReJA?si=ka9Zl40mmIAX91rM
OMS: Need To Know https://youtu.be/mo7nz08wI2A?si=9-YkVgYPIvtIawEm
EMS: Need To Know https://youtu.be/k_b5BaSF2zk?si=9SMpN3dDd53yAndv
Website
BizTT.com Landing Page https://www.biztt.com/
Course Menu https://www.biztt.com/course
Course Infographics https://www.biztt.com/course/infographics
Course Capital Formation https://www.biztt.com/course/capital-formation
Course Portfolio Manager https://www.biztt.com/course/portfolio-manager
Course Portfolio Trader https://www.biztt.com/course/portfolio-trader
Course Business Operations https://www.biztt.com/course/business-operations
Course User Requirements https://www.biztt.com/course/user-requirements
Course Platform Costs https://www.biztt.com/course/platform-costs
Course Crypto https://www.biztt.com/course/crypto
Blog Landing Page https://www.biztt.com/blog
Blog Operational Governance https://www.biztt.com/blog/op-governance
Blog Landscape https://www.biztt.com/blog/landscape
Blog Market Data https://www.biztt.com/blog/market-data
Blog AI Impact https://www.biztt.com/blog/ai-impact
Blog Activists https://www.biztt.com/blog/activists
Blog Subjects https://www.biztt.com/blog/subjects
Blog Subject Vendor Viability https://www.biztt.com/blog/subjects/vendor-viability
Blog Subject System Selection https://www.biztt.com/blog/subjects/system-selection
Blog Subject Platform Costs https://www.biztt.com/blog/subjects/platform-costs
Blog Subject Workflow Blocks https://www.biztt.com/blog/subjects/workflow-blocks
Blog Talks Portfolio Trader’s Day https://www.biztt.com/blog/talks/traders-day
Blog Talks Portfolio Manager’s Day https://www.biztt.com/blog/talks/portfolio-managers-day
Blog Talks Asset Management https://www.biztt.com/blog/talks/asset-management
Blog Glossary Landing Page https://www.biztt.com/blog/glossary
Blog Glossary Investors https://www.biztt.com/blog/glossary/investors
Blog Glossary Strategy https://www.biztt.com/blog/glossary/strategy
Blog Glossary Passive https://www.biztt.com/blog/glossary/passive
Blog Glossary Active https://www.biztt.com/blog/glossary/active
Blog Glossary Targeted https://www.biztt.com/blog/glossary/targeted
Blog Glossary Type https://www.biztt.com/blog/glossary/type
Blog Glossary Investments https://www.biztt.com/blog/glossary/investments
Blog Glossary Objective https://www.biztt.com/blog/glossary/objective
Blog Glossary Compliance https://www.biztt.com/blog/glossary/compliance
Blog Glossary Performance https://www.biztt.com/blog/glossary/performance
Blog Glossary Attribution https://www.biztt.com/blog/glossary/attribution
Blog Glossary Reporting https://www.biztt.com/blog/glossary/reporting
Blog Glossary Selection https://www.biztt.com/blog/glossary/selection
Blog Glossary Allocation https://www.biztt.com/blog/glossary/allocation
Blog Glossary Segregation https://www.biztt.com/blog/glossary/segregation
Blog Glossary Rebalancing https://www.biztt.com/blog/glossary/rebalancing
Blog Glossary Adjustment https://www.biztt.com/blog/glossary/adjustment
Blog Glossary Transaction https://www.biztt.com/blog/glossary/transaction
Blog Glossary Implementation https://www.biztt.com/blog/glossary/implementation
Blog Glossary Execution https://www.biztt.com/blog/glossary/execution
Blog Glossary Settlement https://www.biztt.com/blog/glossary/settlement
Infographics
Blog.jpg https://drive.google.com/file/d/1AZ1E0exjtCh8Ig_pYLuZnkvdxT7k_Qfo/view?usp=drive_link
C-Suite.jpg https://drive.google.com/file/d/1BNes9T_lKpHDmM9VSogG2Z6zQvZ1378T/view?usp=drive_link
Infographic All Units.jpg https://drive.google.com/file/d/1Bml-SnG5VBkNgpFL38MxBD5npPPq6Yrv/view?usp=drive_link
Infographic Business Operations.jpg https://drive.google.com/file/d/1EKq0HwbBDcRZd0fNc0nuhauMm3dm8xsG/view?usp=drive_link
Infographic Capital Formation.jpg https://drive.google.com/file/d/1wcGOS6gMQvpMioUf3ftHPIsBj58F2a7p/view?usp=drive_link
Infographic Platform Costs.jpg https://drive.google.com/file/d/1qXnzYbQQEKlRGBUSDTh9urhvJLkQzqIJ/view?usp=drive_link
Infographic Portfolio Manager.jpg https://drive.google.com/file/d/1q1Jo7qCPZcaQEOpd29aDg3v7snHx2eiA/view?usp=drive_link
Infographic Portfolio Trader.jpg https://drive.google.com/file/d/1vq2kv8WNHIW0XQzgq1phDcHmFtjdb-bh/view?usp=drive_link
Infographic User Requirements.jpg https://drive.google.com/file/d/14HCk3WW1fJC04Lj81eLBEIzyApeePzv4/view?usp=drive_link
Infographic Unit 110.jpg https://drive.google.com/file/d/1NrUXjUWaifuT3R-Rv8uBieLAbsvIDUGK/view?usp=drive_link
Infographic Unit 120.jpg https://drive.google.com/file/d/1PaTNj2ZB941nQztoxsmTnKOspWsC_-aG/view?usp=drive_link
Infographic Unit 130.jpg https://drive.google.com/file/d/1o2XTVpL6kiOVJ5oMqRmGarWTvlRcsuHC/view?usp=drive_link
Infographic Unit 140.jpg https://drive.google.com/file/d/1Fi8f09GKH7Gt94JEQmLzoMPMp9Ak7Bic/view?usp=drive_link
Infographic Unit 210.jpg https://drive.google.com/file/d/18yzFSAsD2YgNbQDjGFdsxFA2smTKHMAM/view?usp=drive_link
Infographic Unit 211.jpg https://drive.google.com/file/d/1TBEG7qEPeGD7l1Ear3462FQ74VYn4fOI/view?usp=drive_link
Infographic Unit 212.jpg https://drive.google.com/file/d/1U3FU4V97oAgFukJI_7isNrdPyQ7X5wCY/view?usp=drive_link
Infographic Unit 213.jpg https://drive.google.com/file/d/1yki2BuLYarAsJMz2PemdDJvMrLwJHXdO/view?usp=drive_link
Infographic Unit 214.jpg https://drive.google.com/file/d/1sP1W1Ee8WNC3QTgdSi-iwNGvbMjhkXch/view?usp=drive_link
Infographic Unit 215.jpg https://drive.google.com/file/d/1RAeGTljWtNfuKONdT6C_QtFT41XmmCIb/view?usp=drive_link
Infographic Unit 220.jpg https://drive.google.com/file/d/1eMiY0M5ZA2h4s0e9Wv4bP1QkiRGIFytS/view?usp=drive_link
Infographic Unit 221.jpg https://drive.google.com/file/d/1rWvYSP3-_VkA2Vz0N7-nQLLcfAptIZqp/view?usp=drive_link
Infographic Unit 222.jpg https://drive.google.com/file/d/1RMqcCy6DOANFRng3OBCcjL-frSl9DQLe/view?usp=drive_link
Infographic Unit 223.jpg https://drive.google.com/file/d/1rwukWyXd-iLCqdvtEW8B71OCYvKAsNDw/view?usp=drive_link
Infographic Unit 223-1.jpg https://drive.google.com/file/d/1lowL2AreGQNM4K--oPfinw3-TvOIt_ym/view?usp=drive_link
Infographic Unit 224.jpg https://drive.google.com/file/d/1-88kikV4H3hojEKW4UiAMJKAdz3mbuUg/view?usp=drive_link
Infographic Unit 230.jpg https://drive.google.com/file/d/1ArXs8LjZqb8v5szy4RFtuI6p3JEopqEe/view?usp=drive_link
Infographic Unit 231.jpg https://drive.google.com/file/d/1OLC-q4-Mibci-GmAZhfcxSK6b_7Wr2vr/view?usp=drive_link
Infographic Unit 232.jpg https://drive.google.com/file/d/11Q4KvWeDIu2dK-Fkqc6gpfqJKY3cmKJt/view?usp=drive_link
Infographic Unit 240.jpg https://drive.google.com/file/d/1Qjep0Fuh6tF19ywRlA4TB06IsZHO0JjR/view?usp=drive_link
Infographic Unit 241.jpg https://drive.google.com/file/d/1cV_pGrk62KpHz7Rd5WXyOF_1qsrrobGz/view?usp=drive_link
Infographic Unit 310.jpg https://drive.google.com/file/d/1FMwQ_oDbwNFcX_OQU3d8Z3FXXgyAMuUR/view?usp=drive_link
Infographic Unit 320.jpg https://drive.google.com/file/d/10FSGKTP-b6G9DOOHTNLso4-jZMPXEFBg/view?usp=drive_link
Infographic Unit 330.jpg https://drive.google.com/file/d/1WSbRQVR_Nw_hnC7pp9Adn8MPd8ecJIaE/view?usp=drive_link
Infographic Unit 340.jpg https://drive.google.com/file/d/1KsPP-rzncTOLzRagX2F9mykLIhCe-nrs/view?usp=drive_link
Infographic Unit 410.jpg https://drive.google.com/file/d/17gUnLtbM6fUs7TzVp0fhVr_RIeoaez-C/view?usp=drive_link
Infographic Unit 420.jpg https://drive.google.com/file/d/1TnXPPGfKVpu8_Pq1a2dbsi1EGykzckA9/view?usp=drive_link
Infographic Unit 430.jpg https://drive.google.com/file/d/1yQDGJw-eS6Ay-2XTTvjMh3gQGGVLpOSy/view?usp=drive_link
Infographic Unit 510.jpg https://drive.google.com/file/d/1N3fKBA1pO8ZHlEkSNoO4cE3X-u7uZyQe/view?usp=drive_link
Infographic Unit 520.jpg https://drive.google.com/file/d/1cbn7NjK4F2kfEXsr-sdMZt1Nn8SPz6LY/view?usp=drive_link
Infographic Unit 521.jpg https://drive.google.com/file/d/1qifEAOXhHsLBgtUVJ7W8gc5d8qtSXC8-/view?usp=drive_link
Infographic Unit 530.jpg https://drive.google.com/file/d/1xS39sfpGs2_f5aVhg3EvjM7-UuCkYI3z/view?usp=drive_link
Infographic Unit 531.jpg https://drive.google.com/file/d/1je4yRAJZ-lEePXkGl8piQmSN-PRVhK2m/view?usp=drive_link
Infographic Unit 541.jpg https://drive.google.com/file/d/16wM9I9QS7-cyCLZGkOzDy6cmVvy2pOY7/view?usp=drive_link
Infographic Unit 542.jpg https://drive.google.com/file/d/1vONrhetoXgq2Syjg-qQhXFopLmBSSp-b/view?usp=drive_link
Infographic Unit 543.jpg https://drive.google.com/file/d/1vgl-2r9h_l3iLYGaxQ1SzP7NPA8V2x1p/view?usp=drive_link
Infographic Unit 550.jpg https://drive.google.com/file/d/1Y23YacYWAYJB8az8X2pviwjFH3uPtWOT/view?usp=drive_link
Infographic Unit 560.jpg https://drive.google.com/file/d/11abpiAGH0TtoU62_1tlUYDMV43S240v6/view?usp=drive_link
Infographic Unit 610.jpg https://drive.google.com/file/d/1loukNqLWGwwG3i1BVonUZOFCLJQb5Pmx/view?usp=drive_link
Infographic Unit 620.jpg https://drive.google.com/file/d/14O5qm_syQB7GZWboGAbl6Z5jcJhW4W2B/view?usp=drive_link
Infographic Unit 630.jpg https://drive.google.com/file/d/1isChoGJsesQjZ6WTey1Ny26qc8fVRSDE/view?usp=drive_link
Infographic Unit 640.jpg https://drive.google.com/file/d/1Ncfc_JKa3Vn8AqGpSJE84roCFsHydenM/view?usp=drive_link