OCT 2026 – APR 2027 · COHORT 12

M1/M2 Agenda

A high-level look at where to be, when, and what each day covers. Module 1 takes place in Zürich, Module 2 in Cambridge/Boston. For the detailed schedule, see the Module agendas, available on the Materials page.

Module 1

Zürich

October 19–23, 2026 · Day 0 (Oct 19) is optional — the main program begins Tuesday, October 20

Day 0 · Optional · Mon, Oct 19

Intro to Finance

Au Premier, Zürich HB 08:30–16:00
Basics of Finance Diversification and Elements of a Diversified Portfolio Private Markets 101
EveningWelcome Dinner is at Trattoria Neumarkt, Neumarkt 5, 8001 Zürich, Old Town Zürich, preceded by Fox Trail Zürich
Day 1 · Tue, Oct 20

Core Concepts - the why, what, how and who

Au Premier, Zürich HB 08:30–17:30
Welcome & Introductions IKIGAI for Self-Discovery Capital Inventory for Multicapital Strategies Mapping Your Family and Ecosystem
EveningSmall-circle dinners hosted by alumni · your circle, host, and address will be sent separately ahead of the module
Day 2 · Wed, Oct 21

Foundations in Sustainable Investing

Volkshaus — Blauer Saal, Zürich 08:30–17:30
Sustainable Investing Approaches Investor Impact Company Impact Investor Story: Kneeland Youngblood
EveningPharos Capital Sponsored Dinner at Marktküche (fully plant-based), Feldstrasse 98, 8004 Zürich
Day 3 · Thu, Oct 22

Fund Due Diligence

EPI Park Seminar & Restaurant 08:30–18:00
Why Fund DD Matters Fund DD Framework Hands-On Session Fund DD Coursework Kickoff
Getting there15 min drive from the city center — shuttle departs at 08:30 from Brunnen Ganymeds Schwester at Bürkliplatz.
EveningFree evening / optional dinner — details to follow
Day 4 · Fri, Oct 23

Impactful Portfolios & IS

GDI, Rüschlikon 08:30–17:30
Building Impactful Portfolios IS Workshop Setting Intentions
Getting there15 min drive from the city center — shuttle departs at 08:30 from Brunnen Ganymeds Schwester at Bürkliplatz.
EveningBoat ride & dinner celebration, boarding at Rüschlikon · transfer from GDI provided
Getting around Module 1: Days 0–1 are at Au Premier, inside Zürich Hauptbahnhof (main train station) — no shuttle needed. Day 2 is a short walk/tram from the city center (nearest stops Stauffacher and Helvetiaplatz). Days 3–4 are outside the city center at EPI Park and GDI — please travel with the group; a shuttle departs at 08:30 both mornings with a return transfer provided. Lunch is served 12:30–13:30 every day. A logistics form will follow to capture dietary requirements.
Module 2

Cambridge / Boston

April 14–16, 2027 · Welcome Apéro April 13

Welcome · Tue, Apr 13

Welcome (Back) Apéro

Cambridge/Boston — venue tbc Evening
Optional Welcome Reception
Day 1 · Wed, Apr 14

Welcome to Module 2 & Fund DD

Cambridge/Boston — venue tbc ~08:30–17:00
Catching Up Fund DD Investment Recommendation Presentations Fund DD Discussion & Wrap-Up
Day 2 · Thu, Apr 15

Investment Strategy & Going Deeper

Cambridge/Boston — venue tbc ~08:30–17:00
IS Discussion & Wrap-Up Impact Measurement & Management IKIGAI Deep Dive Building Your Sustainable Portfolio
Day 3 · Fri, Apr 16

Building Your Capabilities & Next Steps

Cambridge/Boston — venue tbc ~08:30–17:00/17:30
Engagement Strategy Workshop Alumni Stories Investor Networks Alumni Community Introduction Program Completion & Celebration
A typical Module 2 day runs roughly 08:30–17:00/17:30, with 30-minute breaks and lunch (about 1h15). A free hour is built into the end of each day. Dinner is at 18:30 or 19:00 at venues around Cambridge/Boston; local alumni, speakers, and experts may join.
Optional Community Day is expected shortly after Module 2 — tentatively April 17, 2027 — to be confirmed closer to the date.

The curriculum and above timelines may be adapted to accommodate the needs of the incoming cohort.