Join our quarterly workshops and online sessions designed for investors who want deeper insights into financial reporting standards, market analysis techniques, and portfolio documentation practices. Sessions run throughout 2025 with hands-on learning opportunities.
Register Your InterestWe've designed our events around real challenges investors face. Each session addresses specific reporting needs and connects you with others navigating similar questions about financial documentation and analysis.
A practical afternoon session covering quarterly reporting structures. We'll walk through actual templates, discuss what information matters most to stakeholders, and address common documentation gaps investors encounter.
Learn More →
This online session explores how to document risk factors in ways that meet regulatory expectations while remaining genuinely useful for decision-making. Includes case studies from Thailand's financial sector.
Learn More →
Get ready for annual reports with this focused workshop. We cover timeline planning, documentation organization, and common pitfalls to avoid when compiling comprehensive year-end statements.
Learn More →Most of our events run between two to four hours. You can attend in person at our Phuket office or join online sessions from anywhere in Thailand.
We keep groups small because interactive discussion matters more than lectures. Expect to ask questions, review real examples, and leave with templates or frameworks you can actually use.
Sessions typically start mid-morning to accommodate different schedules across the region. Materials are provided digitally before each event so you can come prepared.
Six weeks before each event. Spaces limited to maintain quality discussion.
Sent one week ahead. Optional reading that helps you get more from the session.
Interactive workshop with Q&A. We work through real scenarios together.
Templates and documentation examples shared within 48 hours after event.
Join our quarterly check-ins where past participants share what they've implemented.
Our events build on each other, but you don't need to attend everything. Here's how skills develop across our session series throughout the year.
Understanding what information needs tracking and why. We cover basic structures for organizing financial data, essential terminology, and compliance baseline requirements that apply to investor reporting in Thailand.
Methods for interpreting data patterns and identifying meaningful trends. This module focuses on practical analysis techniques that help you spot issues early and understand what your numbers are actually telling you about portfolio performance.
Approaches to identifying, categorizing, and documenting various risk factors. You'll learn how to create risk assessments that satisfy regulatory requirements while remaining genuinely useful for investment decisions.
Techniques for presenting financial information to different audiences. We explore how to tailor reports for various stakeholders while maintaining consistency and accuracy across all documentation.
Strategies for streamlining reporting workflows and reducing documentation time. This advanced module helps you identify inefficiencies in current processes and implement more sustainable reporting systems.
Putting everything together into cohesive reporting practices. We review how to maintain consistent standards across quarterly reports, annual statements, and ad-hoc analysis requests throughout the investment cycle.
Independent Portfolio Manager, Bangkok
I started attending these sessions in early 2023 when I was struggling with quarterly reports that took forever to compile. The documentation felt scattered and I constantly worried about missing something important.
The first workshop showed me how much time I was wasting on unnecessary detail while glossing over areas that actually mattered for compliance. That realization alone changed how I approached reporting.
The change wasn't overnight. But attending sessions consistently and applying what made sense for my practice created steady improvement. My clients notice the difference in report clarity too.