Built on nearly 20 years of Wall St., Capital Markets and Hedge Fund investment analysis and strategy development experience, IOI’s mission is to bring institutional investment methodologies to highly engaged investors of all types. Whether you are an investment industry insider or not, IOI’s training can make you more competent and more confident.
IOI’s proprietary method transforms YOU as an investor by teaching you how to identify and exploit asymmetric value investment opportunities.
You will learn:
IOI Coursework: Our tiered curriculum allows for individuals of all investing skill levels to benefit from IOI Training.
IOI Educational Investment Research: IOI’s research is published with the goal both investment and learning success. Realistically, not every company we look into at IOI can be a “great investment”. But every analysis we do represents an important learning opportunity for our course alumni and members.
Ongoing Learning Support/Access: IOI knows from experience that truly investment skill and confidence is built over time and, most successfully with the aid of mentorship. For this reason, we offer tiered memberships to ensure you get the going support and help you need to put your IOI education to its highest and best use!
Erik’s broad range of expertise in investments is built from his nearly 20 years on the sell-side, buy-side, and in third-party research and analysis.
Erik has been invited to speak at distinguished universities such as the University of Chicago’s Booth School of Business and Northwestern University’s Kellogg School of Management as well as to influential industry groups such as the New York Society of Securities Analysts (NYSSA) and at the Value-X Investor Conference.
“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
“In addition to showcasing Erik’s expertise in developing option investment strategies…, this book delivers the information in a way that’s accessible to individual investors.” Joe Mansueto, founder, chairman and CEO, Morningstar, Inc.Read Intro
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