Our Programs

Programs that build the mindset and capabilities technical skill alone can’t deliver

We train individuals at every stage of their career

Investment Competition

Get hands-on experience solving and presenting investment challenges.

An annual competition where gender-balanced teams of 2-4 university students tackle investment problems, present to leading professionals and compete for paid internships at top firms.

Designed for: Australian university students.

What you’ll gain: Practical experience, direct feedback from senior investors, industry connections, and the opportunity to win a paid internship.

Career Connect

Build connections through great conversations

An industry-wide flash mentoring platform that matches you with professionals in investment management and advice for focused, 1:1 conversations on how to launch or grow your career.

Designed for: Students, graduates and professionals breaking into or growing within the industry

Through Career Connect

Mentees: Get practical advice on breaking in, advancing and navigating the industry

Mentors: Give back by sharing your experience and helping shape the future of the industry

Keystone

Build the self-belief that fuels the conviction and humility that separate good analysts from great investors.

An 8-week program for analysts ready to generate their own ideas, build credibility, and advance their careers.

Designed for: Analysts with 1-5 years experience

After Keystone, you’ll be able to:

Present your investment thesis with conviction and defend it under scrutiny
Recognise when ego is clouding your judgment and course-correct in real time
Build credibility with senior stakeholders by asking sharper questions

LevelUP

Step into leadership with clarity and confidence.

A four-month program for emerging female investors ready to step up, building the self-belief, network and leadership buy-in to accelerate your career on your terms.

Designed for: Mid-career female investors aspiring to portfolio management or senior roles

After LevelUP, you’ll be able to:

Articulate a clear vision of the leader you want to be with a 5-10 year roadmap
Silence your inner critic and back yourself in high-stakes moments
Leverage a network of peers, mentors, and sponsors who champion your advancement

Amplify

Multiply your impact by empowering others.

A five-month leadership program that trains you to build high-performing teams, develop talent and drive performance through others.

Designed for: Leaders across investments, HR, legal, distribution, and operations who manage people or influence the system

After Amplify, you’ll be able to:

Build high-trust teams where people challenge ideas without fear
Uncover and rewire the patterns limiting your effectiveness
Stay calm and decisive under pressure and help your team do the same
Become a magnet for top talent who want to grow under your leadership

High Performance Investment Teams (HPIT)

Build culture and capability that compounds.

A tailored development program that trains investment teams to master dialectic thinking, build mental complexity and deliver sustained high performance.

Designed for: Investment teams seeking to sharpen collaboration, decision-making, and long-term results

After HPIT, you’ll be able to:

Diagnose gaps in organisational systems, team dynamics and individual behaviours

Balance the behavioural polarities of trust and challenge, humility and conviction, autonomy and expectations, individual excellence and mutualism
Lift team output, influence and collaboration under pressure
Embed a culture of accountability, trust and communication that compounds returns

Yolanda gets to the heart of issues that are holding individuals and the team back from operating at their best. She has become a valued extension of our team and sounding board for me on people issues as we’ve grown.
Ronnie Calvert, Chief Executive Officer, Munro Partners

The Inner Game methodology

Every program strengthens your Inner Game. The self-awareness, discipline and judgment that sustain performance long after the program ends.

Your Inner Game shapes your outer game. Technical skills, market knowledge, and execution capabilities are your outer game, what’s visible. But how you think under pressure, manage your ego and show up in high-stakes moments? That’s your Inner Game. And it determines whether your technical skills translate into sustained performance.

The Inner Game is a disciplined, repeatable practice rooted in neuroscience and behavioural economics, designed to improve how you think, decide and lead under pressure.

Resources to keep you growing

Access research, insights and practical tools on leadership, diversity and performance in funds and wealth management.

Case study

Elevating team performance at boutique fund manager Munro Partners

Yo&Co started working with Munro Partners in 2019 when they were a team of 10. They had experienced exceptional growth in funds under management and knew investment in their culture was essential to ensure their ongoing success.

Blog

Conviction with a side of humility: The real edge in investing

In this blog, Yolanda explores why conviction alone isn’t enough in investing—without humility, it can lead to overconfidence and costly mistakes. She unpacks how self-awareness, identity, and emotional intelligence shape conviction and offers a framework to fast-track these traits for better decision-making and long-term success.

Article

Create a Career Connect profile that stands out

Here's our best tips for creating a Career Connect profile that stands out. Investors are busy and first impressions count. You need to demonstrate your curiosity and passion so that potential mentors can see that spending 45 minutes with you talking about markets, investing and careers is going to be rewarding for them too.

Partner with us

We train people to perform at their best, again and again. Developing the mindsets and behaviours that turn technical skill into sustained performance.

Our programs combine behavioural insight, real-world experience, and practical tools designed specifically for the pressures and realities of investment management and advice.