Asset Management Course
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1 Asset Management Course October 5, 25, 26 and 27, 2007 Asset Management Course Level I Institute for Financial Services
2 In cooperation with LSIP:
3 Editorial The practice of investments is subject to permanent and fast changes. It is necessary to study further constantly to persist the competition in the financial services industry. To encounter these circumstances the Institute for Financial Services offers an Asset Management Course to refresh the competences and knowledge of the participants. The course includes elements of financial analysis, asset selection, portfolio management and ongoing monitoring of investments. Concepts are shown to prepare participants for professional management of various assets to meet specified investment goals for the benefit of the investors. The Asset Management Course is an integrated part of the graduate program Master of Science (MSc) in Banking and Financial Management. Non-students have the unique opportunity to enroll and prepare themselves for professional exams in Asset and Investment Management. The course is addressed to Investment Professionals like: Stock Analysts Currency Trader Bond Trader Investment Bankers Portfolio Manager Fund Manager Financial Advisory Service CFA Charterholder Candidates etc. The Asset Management Course is a serial of lectures starting with Level I. Basic instruments and methods in Assset and Investment Management will be highlighted and discussed. Level II and Level III are in-depth courses and deal with advanced concepts in Asset and Investment Management. We look forward to meeting you at Hochschule Liechtenstein. Vaduz, September 2007 Prof. Dr. Marco J. Menichetti Marcel Vaschauner, MBA
4 Program: Asset Management Course Level I Friday, October 5, 2007 Lecturer: Reto Silvani Financial Statement Analysis: Basic Concepts, Cash Flow and IASB GAAP Lunchbreak Inventories, Long-Term Assets and Economic Realty Financial Statement Analysis: Deferred Taxes, On- and Off-Balance-Sheet Debt and Economic Realty Thursday, October 25, 2007 Lecturer: Francois Aubert Quantitative Methods: Basic Concepts Lunchbreak Financial Statement Analysis: Financial Ratios and Earnings per Share Economics: Microeconomic Analysis Economics: Macroeconomic Analysis Economics: Global Economic Analysis
5 Friday, October 26, 2007 Lecturer: Francois Aubert Corporate Finance Lunchbreak Portfolio Management Analysis of Equity Investments: Securities Markets Analysis of Equity Investments: Industry and Company Analysis Saturday, October 27, 2007 Lecturer: Francois Aubert Analysis of Fixed Income Investments: Basic Concepts Analysis of Fixed Income Investments: Analysis and Valuation Lunchbreak Derivative Investments Alternative Investments
6 Lecturer Reto Silvani Reto Silvani started his career in the early seventies after graduating from Claremont Men s College, California with a BA in Economics and Accounting. He looks back at over 30 years of professional experience in international accounting, auditing and tax compliance work. It started with the international firm of Deloitte Haskins & Sells in Zürich in 1973 for whom he opened the Vaduz office in 1982 and subsequently managed the Liechtenstein firm as a partner until early 1990 when Deloitte UK merged with Coopers & Lybrand. He then took over the merged firm in Liechtenstein as managing partner until a further merger with Pricewaterhouse at the turn of the century. Since then he is independently running his own firm, Comptrollers Limited in Schaan. He wrote several articles and held various lectures on international tax, offshore structures and financial reporting. In April 2003 he completed a postgraduate study course in economic crime investigation and is presently completing a curriculum in this area at the Hochschule für Wirtschaft in Luzern, leading to a Master of advanced studies in Economic Crime Investigation MASECI. He is a fellow and member in key professional associations such as the Association of Authorized Public Accountants in England, the American Institute of Certified Public Accountants in the US, the Association of Certified Fraud Examiners and the Swiss Experts in Economic Crime Investigation and of the Swiss Institute of Accountants and Auditors. He is also the secretary of the Liechtenstein Association of Auditors. François Aubert François E. Aubert is an independent private banker advising his clients on their overall strategy, asset allocation, risk analysis, estate planning and tax evaluation. François is simultaneously a consultant to multinational companies in terms of exports of goods and services to the Middle East. François started his career in International Finance and joined the securities trading department of Credit Suisse. After a short experience in a life insurance company, he was assistant of the Geneva branch manager of Arab Bank. Having acquired the basics of Private Banking, he was promoted Relationship Manager, in charge of the European and Near-East Private Banking customers. At Bank Leu, he set up a Near-East department for the Geneva branch. Then he joined BNP Paribas due to its stronger commitment to Middle East customers and was able to expand its customer base. He is furthermore a trainer for the ISFB (Geneva banks Training Institute) as well as a lecturer for several Master programs in 7 countries and a CFA Institute Retained Speaker. François is also a Board member of the Swiss CFA Society and member of the CFA Institute Professional Development Committee. He holds a MBA from the Heriot-Watt University in Edinburgh and is a Certified Financial Analyst and Portfolio Manager (AZEK/CFPI), a NLP practitioner and a PADI Divemaster.
7 Factsheet Asset Management Course Level I Date October 5, 25, 26 and 27, 2007 Lecturer Reto Silvani Francois Aubert Location Hochschule Liechtenstein, Vaduz Lecture Room 3 Course Fee CHF 495,-. Members of the Liechtenstein Society of Investment Professionals (LSIP) get a discount to the amount of an annual LSIP subscription. Register on No course materials will be provided. Prerequisite A bachelor degree is required. Enrollment The number of participants is limited. For enrollment visit (> Weiterbildung > Banking & Finance > Vorträge und Seminare) or fax Deadline October 1, 2007 Certificate Participants get a confirmation of participation. Contact and Information Marcel Vaschauner, MBA Hochschule Liechtenstein, Institute for Financial Services T , marcel.vaschauner@hochschule.li Beatrice Kaiser Hochschule Liechtenstein, Institute for Financial Services T , beatrice.kaiser@hochschule.li
8 Arrival St. Gallen (CH) Feldkirch (A) Buchs (CH) Ausfahrt Schaan Schaan (FL) A13 Abzweigung > Schloss-Vaduz Bushaltestelle Falknis Fürst-Franz-Josef-Strasse P P R Hochsch Liechten Vaduz (FL) Rhein Zürich (CH) Ausfahrt Liechtenstein Chur (CH) Ausfahrt Liechtenstein Hochschule Liechtenstein Fürst-Franz-Josef-Strasse, FL-9490 Vaduz, Telefon Fax , info@hochschule.li,
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