Practical Investing: Learning beyond the books - a practitioners perspective by Patricia Perlman-Dee
Working on the trading floors in London and New York throughout the crisis of 2001 and 2007, followed by markets moving into one of the longest cyclical bull market, then being hit by Covid, makes one truly reflect if any textbook could have taught you what Practical Investing is about. In this Master class webinar, Patricia Perlman-Dee, CFA, will share with you "the things she wishes she had known" before entering the finance industry, which is exactly how she teaches her students at Alliance Manchester Business School.
About Patricia Perlman-Dee
Patricia is a Senior Lecturer in Finance at Alliance Manchester Business School, The University of Manchester. She has a Masters in Finance and International Management from Stockholm School of Economics. She also holds a Post-Graduate Qualification in Teaching (PGCE) and is a Senior Fellow of the Higher Education Academy. Patricia is also a Chartered Financial Analyst (CFA) and a ABNLP qualified Master Coach and NLP Master Practitioner. Patricia has extensive experience in the finance sector including derivatives and wealth management where she has worked for over 11 years in large financial corporations such as Citigroup, JP Morgan, Nomura and Barclays in Manchester, London and New York. Currently, she runs her own wealth consultancy firm, assisting numerous family offices in wealth management.
Patricia has worked with a variety of client types including banks, asset managers, insurance companies, large corporates, fund distributors and other financial institutions from Nordic countries, Belgium, Netherlands, Middle East and UK – on a wide range of financial markets products, including structured funds, structured products, OTC options, notes, swaps and warrants, and proprietary index derivatives.
In the last couple of years, Patricia was awarded the Faculty of Humanities AMBS Outstanding teaching award (2019 & 2020) as well as AMBS Academic of the year Full-time MBA (2017) and nominated for numerous other teaching awards such as Faculty Teacher of the Year and Most inspiring Lecturer.