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Advanced Course

The Advanced Course® is something truly special.

For our customers, it is an annual opportunity to view risk and opportunity in the current marketplace through the lens of Shape Management®. The introductory Performance Trust University® course, Principles of Performance, lays the foundation of Shape Management concepts and provides a perspective that changes the way you see portfolio and balance sheet risk. By contrast, The Advanced Course expands on these concepts by applying them to the current market environment, showcasing the special opportunities and dangers that are only apparent when viewed through this unique lens. Given the timeliness of the framework, the Advanced Course curriculum is unique year-to-year. As the home of Performance Trust and the location of The Advanced Course, Chicago is an annual destination for Performance Trust customers who don’t want to miss out on this opportunity.

The Advanced Course is a three-day seminar that is only held once a year; just like the market, once the opportunity is gone, it’s gone! The Performance Trust University Team puts intense effort into developing a distinctive course, while select partners of the firm spend hundreds of hours generating the most current assessment of market risk and reward. We are committed to using top-rated speakers, including Rich Berg, Performance Trust CEO, frequent national speaker and television personality. The material taught at each year’s Advanced Course is so powerful and timely that we even encourage professional employees of Performance Trust to attend. This dramatically increases our firm’s investment in the course, underscoring our belief that education is as critical a tool for us as it is for you. As with our institutional participants, long-term benefits far outweigh any short-term sacrifices.

Don’t miss out on this year’s program! The Advanced Course is generally open to all Performance Trust clients who have attended Principles of Performance. Our registration site contains detailed information about the upcoming Advanced Course.

Register Now

Interested in attending The Advanced Course®?

Our next date for The Advanced Course® is:
June 6-8, 2018


The research and other information provided herein has been prepared for informational purposes only and is not an offer or solicitation to purchase or sell securities. Performance Trust Capital Partners (Performance Trust) may make a market, or have a position in the securities discussed herein and may purchase or sell the same on a principal basis or as an agent. Investing involves risks, including the potential for principal loss. There is no guarantee that the strategies and services will be successful or outperform other strategies and services. Investing in bonds includes assumption of risks, including rising interest rates to decrease the value of bonds. Certain assumptions may have been made in connection with the analysis presented herein, and changes to the assumptions may have a material impact on the analysis or results. Past performance is no guarantee of future results. The investments discussed herein may be unsuitable for investors depending on their specific investment objectives and financial position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances. With respect to the information contained herein that has been obtained from public sources, while Performance Trust believes this information to be reliable, Performance Trust does not guarantee its accuracy, adequacy or completeness and is not responsible for any errors or omissions or for the results obtained from the use of such information.