Meet the Prof.

Director of Learning

Brian Gordon

Prof. Gordon has 20+ years of financial industry exam prep experience.

Prior to entering academia, Prof. Gordon developed his expertise in the discount brokerage, full service brokerage and banking industries, specializing in investment management, business development, strategic sales and marketing, and wealth management training.

Education / Credentials:
Certified Financial Planner (CFP) 2005
Chartered Financial Analyst (CFA) 1999
Master of Business Administration (MBA) 1998
Chartered Investment Manager (CIM) 1995
B.A. Economics (B.A. Econ) 1992

CFA Level 3 Portfolio Management Curriculum

  • 1

    Free Preview

  • 2

    Index-Based Equity Strategies

    • Westhaven Equity Index Mandate
  • 3

    Active Equity Investing: Strategies

    • Aldercrest Quantitative Strategy Review

    • Cresthaven Equity Research Process

    • Ridgewell Active Equity Mandate
  • 4

    Active Equity Investing: Portfolio Construction

    • Briarwood Active Equity Allocation

    • Crestline Long-Extension Mandate
  • 5

    Liability-Driven and Index-Based Strategies

    • Harbourbridge Pension Liability Hedge

    • Oakmere Contingent Immunization Mandate

    • Elmbridge Bond Index Mandate
  • 6

    Yield Curve Strategies

    • Larkspur Forward-Rate Decision

    • Stonehaven Bond Volatility Review
  • 7

    Fixed-Income Active Management: Credit Strategies

    • Kingsmere Credit Portfolio Review

    • Seabrook Credit Hedge Review
  • 8

    Trade Strategy and Execution

    • Ashford Equity Order Execution
  • 9

    Case Study in Portfolio Management: Institutional (Endowment)

    • Westbridge Endowment Liquidity and Governance

    • Northmere Endowment Overlay Decision

Teaching what you need to know to pass!