Workshops · Live · Small groups

Hands-on training with a team, a method and real conversation.

CDI Workshops brings together intensive sessions, in person or online, for investors who want to turn the market into concrete decisions: portfolio, risk, timing, costs and their own judgment.

Upcoming

Two workshops open now.

One to review your full wealth structure; the other to go deeper into real trading and portfolio management strategies. Both have limited seats and direct access to the team.

Private Investor Meeting with CDI Capital
Private Investor Roundtable

Private Investor Meeting

A private meeting to analyze how you should be structured today, from a corporate and wealth standpoint, to improve your returns without taking on more risk. Avoid paying inheritance tax!

CDI PRO Advanced Trading Workshop
Online course · CDI PRO

Advanced Trading Workshop

A workshop for people who want to learn how to invest. We teach real trading strategies to maximize returns in your own account.

What it is

Between the newsletter
and the membership.

Workshops hold a specific place in the CDI ecosystem: intensive live experiences, focused on a single topic, in small groups. It isn’t passive content — it’s active training that changes how you look at the market.

Format

Live + peers

In a room or on Zoom, always live. Miguel and the team teach every session themselves. The other participants are investors with similar questions — and that’s part of the value, too.

Intensity

One topic, in depth

Each workshop covers one topic in depth — not a buffet. For example: reviewing a real portfolio, spotting hidden costs, setting entry and exit timing.

Outcome

Your own judgment

The goal isn’t for you to copy what Miguel says. It’s for you to leave with enough judgment to make informed decisions on your own — or to have better conversations with your advisor.

Methodology

How a workshop is structured.

Every workshop follows the same logic: brief theory, real cases, a hands-on exercise and an open Q&A session. Our priority is that you leave knowing how to apply it, not just understanding it.

01

Theory (20%)

The essential concepts for the topic. No filler — just what you need to understand the cases.

02

Real cases (30%)

Analysis of real situations that played out in the market. How they looked at the time, what was done, how it turned out.

03

Hands-on exercise (30%)

You apply what you’ve learned to a new case. Individually or in groups. Live feedback from the team.

04

Open Q&A (20%)

No time limit per question. Every question gets answered — even those outside the strict syllabus.

What’s included

What you take home.

01

Full materials

Slides, Excel templates for building portfolios and a post-workshop decision checklist.

02

Alumni channel access

A private group of alumni and instructors. Follow-up questions, updates and new dates.

03

A thoughtful experience

In-person sessions include catering and informal networking. Online sessions include ongoing follow-up and support to put what you learned into practice.

04

Certificate of attendance

Issued by CDI Capital. It isn’t a professional license, but it shows your ongoing education.

Registration

Small groups. High demand.

Write to us to save your seat for the next date or join the waiting list. Club members get priority and a discount.