PNBi 2 nd Quarter Calendar

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1 PNBi 2 nd Quarter Calendar APRIL JUNE 2017 For Registration & Enquiries: En. Asraf Abdul Rahman asraf@pnb.com.my Tel : En. Muhamad Masri Bin Mustaffa mmasri@pnb.com.my Tel : PNB Investment Institute pnbi@pnb.com.my

PNBi 2 nd Quarter Calendar NO TOPIC SPEAKER Competency Level PRICE (RM) SIDC CPE APPROVE DATE

DYNAMIC INVESTMENT CLASS (WHAT MAKES INVESTMENTS ATTRACTIVE?

VALUATIONS TECHNIQUES AND KEY ISSUES BY DAMODARAN) CHING TIN FAH A 1,000 23 MAY 4 CREATING

2 PNBi 2 nd Quarter Calendar NO TOPIC SPEAKER Competency Level PRICE (RM) SIDC CPE APPROVE DATE 1 DISSECTING CORPORATE PERFORMANCE JAGDEEP SINGH I 1, APRIL 2 STRATEGIES INVESTING IN DYNAMIC INVESTMENT CLASS (WHAT MAKES INVESTMENTS ATTRACTIVE?) CHRISSANE CHIN A 1, MAY 3 COMPANY VALUATION, RESTRUCTURING AND FUNDING (VIEWS ON VALUATIONS TECHNIQUES AND KEY ISSUES BY DAMODARAN) CHING TIN FAH A 1, MAY 4 CREATING VALUE THROUGH MERGERS AND ACQUISITION WONG LOKE LIM I 1,000 6 JUNE 5 MEASURING AND MANAGING OPERATIONAL RISK DAVID MEOW I 1, JUNE

3 Programme Details

DISSECTING CORPORATE PERFORMANCE 13 APRIL 2017, Training Room 1, PNBi Objective To recognise and describe the alternative measures of corporate performance To assess the usefulness of key measures of

Session 1: Measures of Profitability Revenue Recognition Matters : Assessing the quality of revenue & associated costs of revenue generation Decomposing the drivers of returns to shareholders The

4 DISSECTING CORPORATE PERFORMANCE 13 APRIL 2017, Training Room 1, PNBi Objective To recognise and describe the alternative measures of corporate performance To assess the usefulness of key measures of financial performance taking into consideration their advantages and limitations To apply the measures of financial performance to dissect areas of strength and weakness in the companies analysed. Session 1: Measures of Profitability Revenue Recognition Matters : Assessing the quality of revenue & associated costs of revenue generation Decomposing the drivers of returns to shareholders The Du-pont method Discussion : Why a single metric is never enough An obsession with profits has been the downfall of many an investor Content Session 2 : Assessing the Financial Stability of Firms Assessing financing decisions: Leverage & Off Balance Sheet finance. Assessing Capex, Asset Quality Asset depreciation & The Cash burn rate Degrees of Operating and Financial Leverage Measures of Gearing & Dynamic gearing Why expansion may not necessarily be a good thing Session 3 : Assessing Working Capital Management Assessing the liquidity adequacy of a firm, including the working capital accounts. Investing based on Growth and pitfalls in Liquidity Management The cash conversion cycle and its constituent parts Session 4 :The Valuation decision : Assessing the attractiveness of a firm Assessing the importance of various cashflow measures and how they are employed in conducting firm valuations. Contrasting the Price over earnings, book value and cashflow measures and identifying their respective strengths and weaknesses Speaker JAGDEEP SINGH CFA, FRM, ACFE, CIMA, CFP

5 STRATEGIES INVESTING IN DYNAMIC INVESTMENT CLASS (WHAT MAKES INVESTMENTS ATTRACTIVE?) 22 May 2017, Training Room 1, PNBi Objective To describe the mechanics of the Structured Products and Bond Portfolio Valuation, To explain the Structured Products and Trading strategies. To review the application of the instruments to the solution of asset Management capabilities. To examine and predict the risk exposure and how to rate complex structured products before buying them or recommending them to clients. To discover, recognize and judge the complexity related hedging techniques. To analyse and strategize a systemic risk to the stability of financial markets and the latest findings of structured products Session 1 - Structured Products -Equity Structures Deposit,Asian Deposit, Digital Ranges, Reverse Convertible, Ladder Bond, Basket Bond, Spread Bond, Best-of Bond. Risk Analysis of Bond Portfolio and Valuation Content Session 2 :Fixed Income Structures Reverse Floating Rate Note, Collared Floating Rate Note, Step-up Callable, Reset Note, Participating Swap, Performance Swap, Case Study: Portfolio Implications of Crisis Alpha Session 3 :Strategic Asset Allocation: Steps Forward Determine a risk tolerance, How to start global equilibrium risk premia, Forming a Strategic Benchmark, Long-term deviations from equilibrium Session 4 : Diverse Range Of Strategies:- What Makes Investments Attractive Private Equity,Real Estate, Hedge Funds, Commodities, Currency Management Case Study: The Portfolio Frontier Upward Speaker Chrissane Chin MBA (UK), CFA, FRM, ACMA, CA(M),CFP

6 COMPANY VALUATION, RESTRUCTURING AND FUNDING (VIEWS ON VALUATIONS TECHNIQUES AND KEY ISSUES BY DAMODARAN) 23 May 2017, Training Room 1, PNBi Objective To compare recent innovations in company valuation against the traditional techniques To understand the real underlying value of a business by recognizing the appropriate indicators To value companies for Mergers, Acquisitions and Privatization To understand efficient process for structuring and various latest structure proposed for companies in difficulties To understand the latest funding product and methods Session 1 : Valuation Techniques Techniques of Earnings-Based Valuation, Technology Business Valuations Session 2 :Valuation Techniques : Continued Private Company Valuations Share Option Valuations, Underperform Companies Challenging Issues Access to Damodaran Valuation Techniques Content Session 3 : Company Restructuring & Funding Issues Restructuring Process & Management, Relationship with the Top Management, Shareholders and Investment Bankers. Available Restructuring Solutions, Case Study on Company Report on net profit. Session 4 : Company Restructuring & Funding Issues: Continued Available Restructuring Solutions Latest Financing Methods, Latest Fixed Income Product for Funding, Stocks or Bonds. Speaker Chung Tin Fah, M.A (Economics), Yale University, B. Eco (First Class/Gold Medalist) University of Malaya

7 CREATING VALUE THROUGH MERGERS AND ACQUISITION 6 JUNE 2017, Training Room 1, PNBi Objective To outline the processes involved in mergers and acquisitions (M&A) To determine the approaches to valuing businesses in M&A deals To assess the role and rationale behind M&A exercise To analyse the risks, uncertainties and challenges involved system Session 1: Creating Value Through Mergers and Acquisitions Factors that drives value creation Enhancing value through M&A deals The guiding principle of value creation Content Session 2: Methods of Valuation in Mergers and Acquisitions Methods for industries analsysis - PEST, SWOT, 5-Forces Create an Analytical Framework for Sectoral Investing Main Forces Shaping Industry/Sectoral Valuations Session 3:Conducting Due Diligence for Mergers and Acquisitions What are the key issues? Commercial Financial Regulatory Developing the due diligence process Responsibilities of people involved in the due diligence process Key personnel and information Session 4: How to mitigate risk in a Mergers and Acquisitions deal Main risks to be identified Impact of the risk(s) on valuation Approach to dealing with the risks Legal implication Financial ratios for consideration Speaker WONG LOKE LIM CA, CFP

8 MEASURING AND MANAGING OPERATIONAL RISK 13 JUNE 2017, Training Room 1, PNBi Objective To outline a systematic approach to the control of all operational risks To assess a pre-emptive control strategy providing the ability to identify, monitor and control those key areas of exposure To analyse and quantify, operational risk, using innovative analysis techniques. To detect and control the potential for fraud Session 1: What Is Operational Risk? Operational Risk Trends and Driving Forces Introduction to operational risk; risk drivers; and changing technology. Sample Definitions and Risk Classes risk mapping process; brainstorming and research; empirical findings. Business Process Risk risk measurement process; assessment strategies; and process risk. Content Session 2: Risk Assessment Strategies Objectives and Goals for Risk Assessment identification of measurable goals for risk assessment. Dimensions of Risk Assessment several considerations for assessment of operational risk Session 3: Risk Indicators and Scorecards Prospective Risk Indicators types of risk indicators; advantages of prospective indicators, types of prospective indicators. Risk Indicators by Type mapping of indicator types. Scorecard System top-down approach in scorecard system implementation. Session 4: Operational Risk Analysis and Measurement: Practical Management Reporting and Implied Analytics risk reporting system, analytical tools in risk reporting Operational Risk Analysis and Decision Tools in Practice decision making tools in operational risk. Modeling: What is a Model risk modelling. Cost of Operational Risk Speaker David Meow MBA(UK), CFA, FRM, A CMA, AC(M), CFP

9 Program Registration Please Select Below:- Please tick ( ) TOPIC Date (2017) Course Fee (RM) No of participant DISSECTING CORPORATE PERFORMANCE 13 APRIL 1,000 STRATEGIES INVESTING IN DYNAMIC INVESTMENT CLASS (WHAT MAKES INVESTMENTS ATTRACTIVE?) COMPANY VALUATION, RESTRUCTURING AND FUNDING (VIEWS ON VALUATIONS TECHNIQUES AND KEY ISSUES BY DAMODARAN) 22 MAY 1,000 23MAY 1,000 CREATING VALUE THROUGH MERGERS AND ACQUISITION 6JUNE 1,000 MEASURING AND MANAGING OPERATIONAL RISK 13 JUNE 1,000

10 MAY - SEPTEMBER 2017 PROGRAMME REGISTRATION FORM PARTICIPANT DETAILS NAME (MR//MS) NRIC NO. POSITION SIDC CMSRL LICENSE NO. (IF ANY) COMPANY DETAILS COMPANY: MAILING ADDRESS: POSTCODE: CONTACT PERSON: POSITION: COUNTRY: TELEPHONE: PAYMENT DETAILS FAX: LETTER OF UNDERTAKING Enclosed is a Letter of Undertaking (LOU) from our company for the payment of RM for the registration of pax. CHEQUE/ DRAFT Enclosed is the crossed cheque / bank draft (No: ) of RM (.) for the registration of. pax, payable to PNB Investment Institute Sdn Berhad BANK TRANSFER MAYBANK Acc : GST : *Please or fax ( ) us the bank-in slip/transfer confirmation together with the completed registration form FINANCE / HUMAN RESOURCES/TRAINING DEPARMENT APPROVAL NAME : SIGNATURE: COMPANY STAMP: *SIDC CPE Security Industry Development Centre Continuing Professional Education. *Group discount of RM100 per participant is available for 3 or more registrations. * Payment is due before the course commences. No refunds will be given on cancellation of registrations. Substitutes are acceptable. Please send cheque/ letter of undertaking to: PNB INVESTMENT INSTITUTE SDN BERHAD LOT LEVEL 4, DARBY PARK COMMERCIAL CENTRE NO 10 JALAN BINJAI, KUALA LUMPUR Tel: Fax No: For registration, kindly contact Muhamad Masri D/L: ( mmasri@pnb.com.my)

Contact Us PNB Investment Institute Lot 4.8.

Masri (Registration) 03 21664940 mmasri@pnb.

11 Contact Us PNB Investment Institute Lot Level 4, PNB Darby Park No.10 Jalan Binjai Kuala Lumpur For Enquiries:- Mr. Masri (Registration) Mr. Asraf Abdul Rahman PNB Investment Institute

PNBi 2nd quarter Calendar

PNBi 2nd quarter Calendar APRIL - JUNE 2015 PNB Investment Institute PNB Investment Institute Sdn. Berhad (267888-U) Suite 4.8.4 PNB Darby Park, No. 10, Jalan Binjai, 50450 Kuala Lumpur Registration and