Limited access
A small group to guarantee real Q&A and direct interaction with the speakers.
Workshops > CDI PRO
Advanced Trading Workshop
A private setting where CDI Capital’s wealth managers — people who manage millions of dollars — teach real trading strategies to maximize returns in your own account.
Format
100% online
Capacity
Up to 50 seats
Length
4 days
Fee
USD 499
What you need to know before you sign up.
A workshop designed for investors who already know the basics and want to take their investing to the next level.
Prerequisite
Basic market knowledge: knowing what a stock and a bond are and how financial markets work. This is not an introductory course.
Recommendation
We recommend having more than USD 30,000 invested to get the most out of it.
Outcome
You’ll know when to get in, when to get out and what percentage to allocate to each investment.
Workshop themes.
Four mornings with two units per day, taught by the CDI Capital team.
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Unit 1 · Miguel Boggiano Frameworks for finding winning stocks
CANSLIM (O'Neil), SEPA (Minervini), Peter Lynch, Weinstein. Relative strength and new highs.
Unit 2 · Agustín Beret Practice — Screeners and watchlist
Setting up screeners in Finviz, building a watchlist and reading charts quickly.
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Unit 3 · Blas Díaz Saubidet How to analyze companies without being an accountant
Balance sheets, key ratios (P/E, PEG, P/S, EV/EBITDA), relative valuation, moats, catalysts and common mistakes.
Unit 4 · Blas Díaz Saubidet Live practice — Comparing companies
KO vs PEP, NVDA vs AMD, MELI, PLTR. Sector analysis and tools (Yahoo Finance, Koyfin, TradingView).
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Unit 5 · Miguel Boggiano Risk management
Risk per trade (%), position sizing (ATR, fixed %, fixed dollar amount), and designing a system with a trading checklist.
Unit 6 · Agustín Beret Entry and exit strategies
Breakouts, pullbacks, technical stop losses, trailing stops, and targets based on risk/reward.
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Unit 7 · Blas Díaz Saubidet Building a professional portfolio
Diversification, correlation, the core-satellite strategy, key metrics (Sharpe, drawdown, Sortino). Backtesting with Portfolio Visualizer.
Unit 8 · Agustín Beret Final live practice — Building a complete portfolio
Stock screening · position-sizing calculator · measuring correlations.
Bonus
Follow-up classes
Two follow-up sessions for questions and support while you put what you learned into practice.
Save your seat today.
Two options depending on whether you’re already a CDI PRO member. Limited to 50 seats.
USD 499
Full access to the 5th edition
- 4 workshop days with 2 units per day
- 2 follow-up classes after the workshop
- Downloadable materials for every unit
- 2 months of CDI PRO membership free
Special discount
for members Fill out the form and an advisor will get in touch with you.
for members Fill out the form and an advisor will get in touch with you.
- 4 workshop days with 2 units per day
- 2 follow-up classes after the workshop
- Downloadable materials for every unit
Speakers
The CDI Capital team leading each unit.
Founder · Club de Inversores
Miguel Boggiano
Economist specializing in macroeconomics and international financial markets. Founder of Club de Inversores. He has advised institutional and high-net-worth investors, and is a regular voice in the media, at conferences and on specialized programs.
Head of CDI Capital
Agustín Beret
Lawyer with a master’s degree in finance. Financial advisor registered with the CNV, Argentina’s securities regulator, and Head of CDI Capital, the wealth advisory division of Club de Inversores. He advises individuals and companies on global multi-asset portfolios.
Head of Club de Inversores
Blas Díaz Saubidet
Holds a bachelor’s degree in business administration and a master’s degree in finance. Financial advisor registered with the CNV and Head of Club de Inversores. He manages a range of strategies for investors.
Also open · Private Roundtable
Private Investor Meeting.
A small-group meeting to analyze how portfolios are really structured today and how to improve their returns without taking on more risk.
See the meeting