Register Today

San Francisco May 13th - 15th, 2016.

Acclaimed author, Erik Kobayashi-Solomon, transforms students into institutional-caliber investors. Double index returns while putting less capital at risk. Only 30 18 seats left.

Certified Financial Planner Our courses are eligible for CFP Continuing Education Credit.

IOI 101 & 102

INTELLIGENT STOCK INVESTOR

$1,649

Coursework:
IOI 101 – Behavioral Biases and
Structural Market Effects
IOI 102 – Valuation

Tools:
IOI Valuation Model

Ongoing Support:
3 months free Explorer level membership
Includes one hour / mo group learning call
Guided Tear Sheet investment research

IOI Community & Events:
Full access to IOI Signal Newsletter
Full acesss Articles at IOI.com
Reader only access to IOI Online Community

save 10%

IOI 101, 102, & 103

INTELLIGENT OPTION INVESTOR

$2,549

Coursework:
IOI 101 – Behavioral Biases and
Structural Market Effects
IOI 102 – Valuation
IOI 103 – Options and Hybrid Investing Strategies

Tools:
IOI Valuation Model
IOI BSM Cone Tool
IOI Leverage Calculator

Ongoing Support:
3 months free Student level membership
Includes monthly one hour IOI Investor Circle small group virtual investment meeting led by IOI principals
Guided Tear Sheet investment research
Email and Chat access to IOI Instructors

IOI Community & Events:
Membership in a “currated” IOI Investor Circle small group (monthly one hour virtual meeting)
Full access to IOI Signal Newsletter
Full acesss Articles at IOI.com
Full Access to IOI Online Community

save 15%

IOI 101

Friday May 13
8:00am to 5:00pm

Behavioral Biases and Structural Market Factors

Learn to better manage yourself and know your competition. Understand how pros view the markets and why. Learn how to guard against making investing mistakes and to take advantage of others’ mistakes

IOI 102

Saturday, May 14
8:00am to 6:00pm

Building a Sound Framework for Assessing Value

Learn IOI’s stepwise framework for how to value a company by focusing on the 3 key factors that dictate long term value creation. Understand how to analyze financial statements and where “snakes” and “lottery tickets” lie. A deep dive into “price” vs. “value”.

IOI 103

Sunday, May 15
8:00am to 6:00pm

Option Market Fundamentals and Hybrid Strategies

Demystify the options markets and learn how options can reduce risk and improve returns. Discover how to uncover and invest in mis-priced opportunities by through hybrid investment strategies.

IOI 101 BREAKDOWN

Behavioral Biases and Structural Market Factors
Learn to better manage yourself and know your competition. Understand how pros view the markets and why. Learn how to guard against making investing mistakes and to take advantage of others’ mistakes

8:00am - 12:00pm

A Focus on You – The Investor: In the morning session we discuss effective awareness and management of emotions, how to spot our behavioral biases and deal with them and the concepts / constraints we must be aware of as investors like Risk, and Investing Horizon.

1:00pm - 5:00pm

How Wall St. Really Works vs. Your Decisions:In the afternoon session we spend time understanding who the other players are in the markets, their motives, the 3 Investing Fantasies and how to put all this together to help you make better investing decisions.

IOI 102 BREAKDOWN

Valuation
Learn IOI’s stepwise framework for how to value a company by focusing on the 3 key factors that dictate long term value creation. Understand how to analyze financial statements and where “snakes” and “lottery tickets” lie. A deep dive into “price” vs. “value”.

8:00am - 12:00pm

Price vs. Value and An Overview of Valuation:The focus of this session is developing a sense of price vs. value and what drives the value of a stock or any other asset.  You will learn the Golden Rule of Valuation and come away understanding how to use information from analyst reports and investing articles to get a sense of any Company’s drivers of long term value.

1:00pm - 6:00pm

Accounting for Growth and Assessing Value:In the afternoon session we focus on developing a method for assessing and analyzing growth, calculating cash flows and selecting discount rate, culminating in working through IOI’s framework for valuing a Company/stock.

IOI 103 BREAKDOWN

Option Market Fundamentals and Hybrid Strategies
Demystify the options markets and learn how options can reduce risk and improve returns. Discover how to uncover and invest in mis-priced opportunities by through hybrid investment strategies.

8:00am - 12:00pm

Option Market Fundamentals: This session focuses on building your understanding of options basics by looking at how they work in a completely new, visually intuitive way.  We move on to how options are priced and the strengths and weaknesses of those models.  Finally, we look at measuring and managing leverage, perhaps the most important part of our day!

 

1:00pm - 6:00pm

Generating Income. Boosting Growth. Protecting Gains:This session applies options to different investing goals and opportunities.  It teaches how to find investments and then how to use options in combination with stock positions and cash (hybrid strategies) to generate returns in a managed portfolio context.

Purchase IOI 101

$300.00

Purchase IOI 101

$525.00

Purchase IOI 101 & 102

$1,649.00

Purchase IOI 101, 102, & 103

$2,549.00

Register For FREE One on One Webinar

Complete the form below to join Erik and Team IOI in a FREE DEMO session. In ~20 minutes :

  • We will walk you through how IOI works
  • You will be able to ask questions about our process and what you can expect from an IOI subscription
  • You will have an opportunity to learn how we can best help you improve your investing skills

Register and receive an excerpt from Erik's book!

Download Free eBook

Complete the form below to receive a link to our next online Info-Session where you can talk to Erik about what you will learn at IOI’s Investing courses and receive the Introduction and Chapter 1 from The Intelligent Option Investor as a BONUS!

Erik knows–and lays out here–that to use options successfully, you need to understand the underlying stock and its valuation first. This is one of few books on options that teaches this fruitful, combined approach. And that’s why it works. Jeff Fischer, advisor, Motley Fool Options