Strategic Valuation & Fundamental Investing Masterclass

Size: px
Start display at page:

Download "Strategic Valuation & Fundamental Investing Masterclass"

Transcription

1 Strategic Valuation & Fundamental Investing Masterclass Overview: This Masterclass is a two-day intensive program that covers extremely practical frameworks for corporate performance analysis and valuation. It highlights serious distortions in GAAP, IAS, and IFRS financial statements, including, specifically, the many problems with the Statement of Cash Flows. The course is also different for its focus on the entire capital structure of the firm, as "One cannot be a great equity investor without being a disciplined credit analyst." The course includes a focus on both top-down macroeconomic analysis and bottoms-up deep fundamental investing methods. The content and tools provided can be used immediately by CFAs and financial professionals in enhancing their roles and value in their organizations. Date : 29 and 30 June 2016 (Wed and Thurs) Time : 9:00am 5:00pm Venue : TBA Instructor : Pro. Joel Litman FTS - Eligible : This programme is approved for listing on the Financial Training Scheme (FTS) Programme Directory and is eligible for FTS claims subject to all eligibility criteria being met. Please note that in no way does this represent an endorsement of the quality of the training provider and programme. Participants are advised to assess the suitability of the programme and its relevance to participants business activities or job roles. The FTS is available to eligible entities, at a 50% funding level of programme fees subject to all eligibility criteria being met. FTS claims may only be made for programmes listed on the FTS Programme Directory with the specified validity period. Please refer to for more information. As a participant in the CFA Institute Approved-Provider Program, CFA Singapore has determined that this event qualifies for 14 credit hours. If you are a CFA Institute member, CE credit for your attendance at this event will be automatically recorded in your CE diary.

2 Who should attend? Past attendees who have provided high marks have included Chief Investment Officers, Portfolio Managers, Directors of Research, investment analysts, and investment professionals inside and around the investing role. Sectors discussed include: Consumer Discretionary and Retail, Consumer Staples, Energy and Materials, Healthcare and Pharma, Infrastructure and Industrials and Electronics, Professional and Business Services, Technology, Telecom and Media The content for the program has been heralded around the world: CFA Societies from Hong Kong to Dubai, New York to Los Angeles, have given him highest ratings for his continuing education programs. The CFA Institute named him as a CFA global recommended speaker. CNBC has featured Professor Litman on The Rundown to discussed market views, company analysis, and advanced forensic research regarding several sectors and the market as a whole. Institutional Investor Magazine has quoted Professor Litman citing his firm s use of the highly advanced forensic research tools in fundamental and forensic analysis. Barron s has quoted Litman and published specific company examples of Valens s cross-capital debt-andequity analysis used in a number of industries. Seeking Alpha has named Litman s macroeconomic articles as Editor s Choice on business and market cycles and Litman s Valens articles are in the top ten most-read in their subject areas. Litman co-authored the landmark book, DRIVEN: Business Strategy, Human Actions and the Creation of Wealth, which has received an abundance of five-star reviews from executives and academia The course s activities are designed and taught with real-time information and analysis for use immediately during and after the program. Return Driven Strategy : Landmark Research Identifying High-Performance, Value-Creating Companies Strategic Valuation : Utilizing the Right Valuation and Analysis Toolbox at the Right Times Market Phase Cycles : Indispensable Frameworks for Managing and Investing in Volatile Markets Quantamental : Roots of Value and the importance of Quantitative Non-Financial Measures Why Bruce Lee Would Have Been Great in Finance: Creating a Context for Superior Decision-Making Fundamental Forensics : Advanced tools for deep research and management communications Speak Like Churchill, Stand Like Lincoln Strategic Communications for Leaders Course Outline : Day 1 08:30 Registration, Morning Coffee, Individual Discussions with the Presenter 09:00 Course Commences Strategic and Fundamental Analysis, Forecasting, and Valuation in Turbulent Markets - The ground-breaking Market Phase Cycle toolset for business planning and investing in up-and-down market cycles Update on 10 March,

3 - 150 years of cross-capital analysis: Creating a context for understanding changes in debt, equity, and commodity prices - Best Practice Methods for Analyzing and Dealing with the Capital Markets 10:30 Coffee Break & Refreshment 10:45 Session Two Strategic and Fundamental Analysis, Forecasting, and Valuation in Turbulent Markets - The ground-breaking Market Phase Cycle toolset for business planning and investing in up-and-down market cycles years of cross-capital analysis: Creating a context for understanding changes in debt, equity, and commodity prices - Best Practice Methods for Analyzing and Dealing with the Capital Markets 12:30 Lunch 13:30 Session Three Strategic Valuation: Enhancing the Finance Expert s Performance Measurement and Valuation Toolset - Why Bruce Lee Would Have Been Great in Finance: The context for choosing the right models at the right times, and avoiding models that lead decisions astray - Adjusting Analytics for Executive Compensation, Mergers & Acquisitions, Business Reporting, and Business Valuation With direction and decision-changing implications - The unnecessary, overabundant use of DCF and Free Cash Flow models at the expense of more reliable and advanced cash flow analysis (e.g. How often higher Free Cash Flow is a sell-signal) 15:00 Coffee Break 15:15 Session Four Garbage In, Garbage Out: The State of Financial Statement Distortions and the Adjustments To Fix Them - The Needed Re-Statement of EVERY company s Statement of Cash Flows (under GAAP, IAS and IFRS): Just how unreliable as-reported financials are today including the Balance Sheet and Income Statement - What Happens When You Don t: Direction-changing, decision-changing distortions and how to fix them - When Cash is Not Cash and Why: Understanding automatable versus non-automatable adjustments across off-balance sheet financing, special charges, acquisition and divestiture accounting, big-bath write-offs, and a host of other distortions 17:00 End of Day 1 Day 2 08:30 Registration, Morning Coffee, Individual Discussions with the Presenter 09:00 Course Commences, Session Five Return Driven Strategy and Landmark Research into Drivers of Company Performance and Forecasts - Balancing growth against returns and profitability, efficiency versus effectiveness, and focus versus keeping options - Prioritizing amongst various strategy initiatives, and how to estimate the valuation of companies with significant intangibles like brand value - The valuation case for ethical behavior and the practical definition and guidelines for ethics Surveying Alternative Fundamental Research and Strategy & Valuation Analysis Frameworks - Debunking myths of failed and failing strategy concepts (and popular business books) - Advanced frameworks for evaluating and valuing major corporate initiatives 10:30 Coffee Break & Refreshment Update on 10 March,

4 10:45 Session Six The Roots of Value: Tying business valuations to corporate performance and strategic analytics - Quantitative Non-Financial Measures of Performance in Compensation and Strategy - Nearly 100 years of the DuPont Formula: Never margins without a turns evaluation; never ROE without a full leverage evaluation - Beyond customer satisfaction: customer metrics that drive higher cash flow returns - Beyond employee satisfaction: engagement metrics that link to wealth creation - Balancing research and development costs against future innovation - Valuing long-term initiatives in light of short-term performance hurdles and estimates 12:30 Lunch 13:30 Session Seven Extremely Practical Financial Analysis - Advanced relative valuation for faster, more reliable screening and decision-making - Valuation and Value Audits that Revolutionize Traditional Discounted Cash Flow Modeling - Opportunity Cost of Capital as Opportunity Lost: Practical Solutions for Calculation Fundamental Forensics: Investigative levels of analysis to determine information relevance and reliability - Incentives Dictate Behavior: How compensation metrics (not how much ) drive corporate actions and an investor s forecast of them - Financial Red Flags: Searching for misconduct in the text and story in the financial statements, not just the numbers and ratios - Forensic earnings call analysis: Dissecting deception detection techniques. How to really listen to management with tools like an ElectroAudioGraph. 15:00 Coffee Break 15:15 Session Eight Return Driven Strategy for the Financial Professional - Genuine Assets and Soft Skills for Superior Performance and Value-Creation - Practical leadership skills for leaders in finance and investing divisions Speak Like Churchill, Stand Like Lincoln: Applying the Tools to Financial Communications - Improving Investor Relations and Investment Pitches: Dramatically improving finance-related communications 17:00 End of Program Instructor s Bio data Professor Joel Litman is Chief Investment Strategist at Valens Equities and Valens Credit. He is Professor of Strategy & Valuation at Hult University, one of the highest ranking international MBA and Exec MBA programs according to FT, Economist, and Bloomberg Businessweek. Litman also serves as Chairman/CEO of Valens Securities and is a member of the Board of Directors of COL Financial Group (PSE:COL). Litman has appeared on CNBC, has been quoted in Barron s and Institutional Investor, and published in Harvard Business Review. He co-authored the highly-acclaimed book, DRIVEN: Business Strategy, Human Actions, and the Creation of Wealth. Litman has taught or guest-lectured at Harvard Business School, Wharton, and LBS as well as for CalPERs, Fidelity, Credit Suisse, among others, and CFA and CPA/CA Societies around the world. Update on 10 March,

5 Registration Form Advanced reservation is required due to limited capacity. For participation, please complete the fields below and fax or back to CFA Singapore. Please indicate membership ID to enjoy members' rate. Course Fee Early Bird Fee Standard Fee *Price before 7% GST Membership type before 29 May 2016 After 29 May 29 May 2016 Group Discount CFA Singapore S$ 1,780.00* S$ 1,980.00* Non Member S$ 1,980.00* S$ 2,180.00* 10% off for 3 or more delegates Company: Tel: Address: Contact person: Delegate 1) Name: Mr./Mrs./Ms./Dr./ Membership No. Delegate 2) Name: Mr./Mrs./Ms./Dr./ Membership No. Delegate 3) Name: Mr./Mrs./Ms./Dr./ Membership No. Payment Details By Check : Bank, Cheque number Amount : All cheques to be made payable to CFA Singapore c/o 10 Anson Road, #25-09 International Plaza, Singapore Please charge to my credit card (VISA/MC): (Expiry : / 20 ) I, hereby authorize CFA Singapore to charge my credit card account for the amount of S$ Please invoice to : Terms and Conditions: Registration will only be confirmed upon receipt of registration form and full payment. If any registered delegate is unable to attend the workshop, a replacement is welcome at no extra cost. No refund will be made. CFA Singapore reserves the right to cancel or postpone the workshop due to unforeseen circumstances and also the right to reject any registration. By signing and submitting this form, I / we consent to CFA Singapore collecting, using, disclosing and processing my / our personal data : (1) for purposes related to the administration of the registration for the above workshop; (2) to send me updates informing me / us of events and activities organized by CFA Singapore. I have read and accept the terms and conditions stated above. Signature/ Date Company Stamp Update on 10 March,

Strategic Valuation & Fundamental Investing Masterclass

Strategic Valuation & Fundamental Investing Masterclass Strategic Valuation & Fundamental Investing Masterclass Overview: Brought back by popular demand for the fourth time in Singapore, this Masterclass is a two-day intensive program that covers extremely

More information

Importance of Global Asset Allocation & How to Generate Alpha using ETFs

Importance of Global Asset Allocation & How to Generate Alpha using ETFs Importance of Global Asset Allocation & How to Generate Alpha using ETFs Program Description: Empirical evidences have shown that over 70 percent of the portfolio returns come from proper Global Asset

More information

Seeking Alpha - Momentum Investing with ETFs

Seeking Alpha - Momentum Investing with ETFs Seeking Alpha - Momentum Investing with ETFs Program Description: Currently, the biggest challenge which investors are facing is how to be sane in an insane investment climate. Markets are driven more

More information

Trading Commodities Workshop: Applying Theories to the Real World

Trading Commodities Workshop: Applying Theories to the Real World Trading Commodities Workshop: Applying Theories to the Real World Venue: M Hotel Singapore 81 Anson Road, Singapore 079908 Date: 15 17 July 2010 Time: By: 9.00am to 5.00pm Emma Jenkins Director EJJ International

More information

ENTERPRISE RISK MANAGEMENT TECHNIQUES AND PRACTICES

ENTERPRISE RISK MANAGEMENT TECHNIQUES AND PRACTICES ENTERPRISE RISK MANAGEMENT TECHNIQUES AND PRACTICES Montreal June 25 27 2012 ENTERPRISE RISK MANAGEMENT TECHNIQUES AND PRACTICES About the course Advancements over the past decade combined with the lessons

More information

Why Debt & Equity Investors Look at Financial Statements Differently And Why You Should Care

Why Debt & Equity Investors Look at Financial Statements Differently And Why You Should Care Valens Research Why Debt & Equity Investors Look at Financial Statements Differently And Why You Should Care Adjusting Financial Statement Information to Achieve Relevancy to the Users of Financials Joel

More information

Advanced Financial Analysis Series

Advanced Financial Analysis Series Advanced Financial Analysis Series CFA Singapore, in collaboration with SVCA, is proud to present our Advanced Financial Analysis Series held in conjunction with Wall St. Training. The Advanced Financial

More information

Hong Kong May 2011 Erm-HK.com

Hong Kong May 2011 Erm-HK.com Enterprise Risk Management Hong Kong 16 18 May 2011 Erm-HK.com nexus-risktraining.com Enterprise Risk Management About the course: ERM is a hands-on training course taught in a classroom setting. This

More information

Investment Fundamentals Forums Part 2 Investing Tools

Investment Fundamentals Forums Part 2 Investing Tools Investment Fundamentals Forums Part 2 In collaboration with Singapore Exchange Limited Sub-topics What can go wrong? The Two Faces of Foreign Exchange Understanding Financial Indicators in investing Synopsis:

More information

FINANCE FOR NON FINANCE MANAGERS A 2 day highly practical & hands-on workshop for quick learners.

FINANCE FOR NON FINANCE MANAGERS A 2 day highly practical & hands-on workshop for quick learners. FINANCE FOR NON FINANCE MANAGERS A 2 day highly practical & hands-on workshop for quick learners. OVERVIEW 19-20 February 2014 3-4 April 2014 15-16 October 2014 4-5 December 2014 *Holiday Villa Hotel,

More information

Treasury Management. 29 May - 02 June 2016, Doha - Qatar ISO 29990

Treasury Management. 29 May - 02 June 2016, Doha - Qatar ISO 29990 ISO 9001:2008 Certified ISO 29990:2010 Certified (Certificate No:1007049195) ISO 29990 (Certificate No: 1078694951) Treasury Management 29 May - 02 June 2016, Doha - Qatar 070116 The PMI Registered Education

More information

9-10 October 2014, Holiday Villa Subang Selangor, Malaysia.

9-10 October 2014, Holiday Villa Subang Selangor, Malaysia. 9-10 October 2014, Holiday Villa Subang Selangor, Malaysia. *Checkout the latest dates and training venues on http://www.itrainingexpert.com/public-training-calendar/ Do you want to increase your financial

More information

Detecting. and Financial

Detecting. and Financial SUPPORTED BY: Detecting Financial Warnings and Financial Shenanigans 27 March 2018 (Tuesday), Financial warnings and financial shenanigans come with a unique early warning system to put you on the alert

More information

Counterparty Risk of OTC Derivatives Workshop

Counterparty Risk of OTC Derivatives Workshop Counterparty Risk of OTC Derivatives Venue: Intercontinental Singapore 80 Middle Road, Singapore 188966 Date: 20 21 April 2010 Time: By: 9.00am to 5.00pm Dr Izzy Nelken Professor at University of Chicago

More information

Seoul June 2011 DynamicHedgingKr.com

Seoul June 2011 DynamicHedgingKr.com Dynamic Hedging ESSENTIALS, MASTER CLASS AND WORKSHOP Seoul 23 24 June 2011 DynamicHedgingKr.com nexus-risktraining.com Course tutors: Charles L. Gilbert, FSA, FCIA, CFA, CERA Charles L. Gilbert is president

More information

University Financial & Resources Planning

University Financial & Resources Planning University Financial & Resources Planning Ensuring sustainable university operations 26th & 27th March, 2014, L Aqua, Sydney Key speakers Benefits of attending Professor Jan Thomas University of Southern

More information

State-of-the-Art Commodities Investing Seminar

State-of-the-Art Commodities Investing Seminar State-of-the-Art Commodities Investing Seminar Singapore, 28-29 July 2011 > Drivers and risks of commodity markets > Integrating commodities into global portfolios strategic and tactical asset allocation

More information

Pricing and Trading CVA

Pricing and Trading CVA Course highlights Introduction to CVA modelling and valuation Methodologies for pricing CVA Complexities of pricing explained Review of implementation and daily operations Hedging CVA; Risk management

More information

FINANCIAL STRATEGY Jul 2018, Dubai 21 Oct - 01 Nov 2018, Dubai

FINANCIAL STRATEGY Jul 2018, Dubai 21 Oct - 01 Nov 2018, Dubai FINANCIAL STRATEGY & ACCOUNTING SKILLS 15-26 Jul 2018, Dubai 21 Oct - 01 Nov 2018, Dubai Approved Centre REP logo, PMI & PMP are registered trademarks of Project Management Institute, Inc. FINANCIAL STRATEGY

More information

This 1-day course provides an in-depth analysis of financial and non-financial risks which impact Sukuk.

This 1-day course provides an in-depth analysis of financial and non-financial risks which impact Sukuk. SUKUK RISK 11 th April 2018, KUALA LUMPUR SIDC CPE - accredited: 10 CPE Points This 1-day course provides an in-depth analysis of financial and non-financial risks which impact Sukuk. The course comes

More information

Advanced Financial Analysis Series

Advanced Financial Analysis Series Advanced Financial Analysis Series Overview: CFA Singapore is proud to present our Advanced Financial Analysis Series held in conjunction with Wall Street Training & Advisory. The Advanced Financial Analysis

More information

LATEST DEVELOPMENTS IN RISK MANAGEMENT, BASEL III & CAPITAL ADEQUACY FOR BANKS

LATEST DEVELOPMENTS IN RISK MANAGEMENT, BASEL III & CAPITAL ADEQUACY FOR BANKS LATEST DEVELOPMENTS IN RISK MANAGEMENT, BASEL III & CAPITAL ADEQUACY FOR BANKS 23 rd February 2017, InterContinental, KUALA LUMPUR SIDC CPE - accredited: 10 CPE Points Developments in the Basel global

More information

Discover the latest value-enhancing and risk-minimising opportunities for the European indexing and ETF industry

Discover the latest value-enhancing and risk-minimising opportunities for the European indexing and ETF industry 23 March, London Discover the latest value-enhancing and risk-minimising opportunities for the European indexing and ETF industry This conference will equip delegates with the knowledge and expertise to

More information

Advanced Financial Analysis Series

Advanced Financial Analysis Series Advanced Financial Analysis Series CFA Singapore, in collaboration with SVCA, is proud to present our Advanced Financial Analysis Series held in conjunction with Wall St. Training. The Advanced Financial

More information

Execution and Trading on Equity Markets The New Landscape. Singapore, 26 March 2014 Institute

Execution and Trading on Equity Markets The New Landscape. Singapore, 26 March 2014 Institute Execution and Trading on Equity Markets The New Landscape Singapore, 26 March 2014 Institute Execution and Trading on Equity Markets The New Landscape Singapore, 26 March 2014 The New Execution Landscape

More information

Institute. Yale School of Management EDHEC-Risk Institute Commodities & Hedge Funds Seminar. February 24-25, 2015, London United Kingdom

Institute. Yale School of Management EDHEC-Risk Institute Commodities & Hedge Funds Seminar. February 24-25, 2015, London United Kingdom Institute Yale School of Management EDHEC-Risk Institute Commodities & Hedge Funds Seminar February 24-25, 2015, London United Kingdom Yale SOM EDHEC-Risk Commodities & Hedge Funds Seminar Seminar Description

More information

Commodities Pricing & Trade Risk Management

Commodities Pricing & Trade Risk Management www.bricsaevents.com BRICSA EVENTS 3 Day Master Class Commodities Pricing & Trade Risk Management Dates: 26-28 September 2017 Venue: Radisson Blu Residence Dubai Marina, UAE A thorough overview of all

More information

LATEST ISSUES IN GLOBAL REGULATION FOR ISLAMIC FINANCIAL INSTITUTIONS

LATEST ISSUES IN GLOBAL REGULATION FOR ISLAMIC FINANCIAL INSTITUTIONS LATEST ISSUES IN GLOBAL REGULATION FOR ISLAMIC FINANCIAL INSTITUTIONS 4 th August 2017, InterContinental, KUALA LUMPUR SIDC CPE - accredited: 10 CPE Points This one day seminar will examine the very latest

More information

strategy synergy success Investment Valuation Program Course I Principles of Valuation March 2011

strategy synergy success Investment Valuation Program Course I Principles of Valuation March 2011 develop the best strategy create the greatest synergy arrive at and sustain success Course I Principles of Valuation 20-22 March 2011 Course II Advanced Topics in Valuation 23-24 March 2011 at the Courtyard

More information

THE NEW RULES FOR INTERNATIONAL DEMAND GUARANTEE PRACTICE: URDG 758

THE NEW RULES FOR INTERNATIONAL DEMAND GUARANTEE PRACTICE: URDG 758 Law Society CPD Points applied for THE NEW RULES FOR INTERNATIONAL DEMAND GUARANTEE PRACTICE: URDG 758 Backgrounds : Hundreds of billions of US dollars worth demand guarantees and counter-guarantees are

More information

Best Practice Financial Management and Reporting on IFRS and IPSAS

Best Practice Financial Management and Reporting on IFRS and IPSAS HR CERTIFICATION INSTITUTE ISO 9001:2015 Certified :2010 Certified An Intensive 10 - Day Seminar On Best Practice Financial Management and Reporting on IFRS and IPSAS Orlando 15 May - 26 May 2017 LONDON

More information

Business Valuation Seminar. with Aswath Damodaran Art, Science or Magic?

Business Valuation Seminar. with Aswath Damodaran Art, Science or Magic? Business Valuation Seminar with Aswath Damodaran Art, Science or Magic? Thursday-Friday, 7-8 December 2017 Jalan DR Ide Anak Agung Gde Agung Kav E.1.2 No. 1 & 2, Get a Certificate signed by Aswath Damodaran,

More information

FINANCIAL ANALYSIS, BUDGETS PLANNING & CONTROLLING. 24 Sep - 05 Oct 2018, Amsterdam Dec 2018, Amsterdam

FINANCIAL ANALYSIS, BUDGETS PLANNING & CONTROLLING. 24 Sep - 05 Oct 2018, Amsterdam Dec 2018, Amsterdam 24 Sep - 05 Oct 2018, Amsterdam 10-21 Dec 2018, Amsterdam Introduction This 10-days GLOMACS training seminar brings together important areas of Financial Management, Planning and Control: Financial Analysis,

More information

Compliance: Making Sense of the Details. 17th Annual

Compliance: Making Sense of the Details. 17th Annual Compliance: Making Sense of the Details 17th Annual Money Laundering in Canada 2019 September 23-25, 2019 Hotel Grand Pacific Victoria, British Columbia, Canada Join us for the 17th instalment of Canada

More information

RISK QUANTIFICATION IN OPERATIONAL RISK

RISK QUANTIFICATION IN OPERATIONAL RISK RISK QUANTIFICATION IN OPERATIONAL RISK With some years of loss data collection now achieved, directors and regulators are expecting more and better use of it. CROs and Operational Risk managers need to

More information

Course Overview. Course Description

Course Overview. Course Description Course Overview Course Description The Calgary CFA Society s flagship oil and gas financial modeling course, instructed by Wall Street Prep, is being held in February 2009 at SAIT. This course offers participants

More information

The American Society of Appraisers

The American Society of Appraisers and The American Society of Appraisers are pleased to present A Joint One-Day Advanced Business Valuation Seminar Cost of Capital Wednesday June 15, 2011 8:00 AM - 5:00 PM Calgary Westin, Calgary, AB Course

More information

FINANCIAL ANALYSIS, BUDGETS PLANNING & CONTROLLING. 25 Sep - 06 Oct 2017, Amsterdam Dec 2017, Amsterdam

FINANCIAL ANALYSIS, BUDGETS PLANNING & CONTROLLING. 25 Sep - 06 Oct 2017, Amsterdam Dec 2017, Amsterdam 25 Sep - 06 Oct 2017, Amsterdam 11-22 Dec 2017, Amsterdam Introduction This 10-day seminar brings together important areas of Financial Management, Planning and Control: Financial Analysis, Planning and

More information

half day Retirement Masterclass covering: Non-Member Rates Early Bird (until 4 May) $250 / Regular (after 5 May) $310

half day Retirement Masterclass covering: Non-Member Rates Early Bird (until 4 May) $250 / Regular (after 5 May) $310 MAY WA OCT DEC 2016 Retirement Masterclass DATE Thursday 4 May 201 Join experts Raymond Pecotic, Managing Director of Empire Financial Group and Les Buchbinder, Director of BBV Legal, as they take us through

More information

Comments from past participants

Comments from past participants Financial Markets Simulation - Practical Process Flow Dealing Experience Comments from past participants Everything is good! I enjoyed myself! Ms. Virginia K. Y. Lok, K Y Lok & Co., Hong Kong [Class of

More information

Foundations of Banking Risk 13-15/5/2015. Advanced Bank Analysis. Advanced Credit & Financial Analysis 12-13/10/2015. Basel III Accord 18-19/5/2015

Foundations of Banking Risk 13-15/5/2015. Advanced Bank Analysis. Advanced Credit & Financial Analysis 12-13/10/2015. Basel III Accord 18-19/5/2015 RISK MANAGEMENT SEMINARS Foundations of Banking Risk 13-15/5/2015 Basel III Accord 18-19/5/2015 International Certificate for Banking Risk & Regulation 18-21/5/2015 Advanced Bank Analysis 29-30/6/2015

More information

Combating Fraud and Corruption in and by the Public Sector

Combating Fraud and Corruption in and by the Public Sector Combating Fraud and Corruption in and by the Public Sector Summer Course 19-22 June 2017 Potsdam (near Berlin) Academic Director: Senior Audit Manager, Ministry of Finance, The Hague Natasa Misovska Advisor

More information

Wealth Management Workshops

Wealth Management Workshops GFM Training co-hosts the Wealth Management Workshop Series with the Hong Kong Society of Financial Analysts for practitioners wishing to deepen their investment expertise and upgrade their product knowledge

More information

SETTING & CONTROLLING BUDGETS

SETTING & CONTROLLING BUDGETS 01-05 Oct 2018, Amsterdam I 17-21 Dec 2018, Amsterdam 30 Sep - 04 Oct 2019, Amsterdam I 16-20 Dec 2019, Amsterdam INTRODUCTION TRAINING METHODOLOGY This training seminar deals comprehensively with the

More information

ALPHA AND GENDER DIVERSITY

ALPHA AND GENDER DIVERSITY ALPHA AND GENDER DIVERSITY 2017 CFA Institute. All rights reserved. 18 19 September 2017 Westin Harbour Castle, Toronto Toronto, Ontario, Canada Hosted with the CFA Society Toronto SUPPORTER OPPORTUNITIES

More information

Institute. Yale School of Management EDHEC-Risk Institute Multi-Asset Multi-Manager Products and Solutions

Institute. Yale School of Management EDHEC-Risk Institute Multi-Asset Multi-Manager Products and Solutions Institute Yale School of Management EDHEC-Risk Institute Multi-Asset Multi-Manager Products and Solutions December 5-6, 2016, Yale Campus (New Haven, CT)-USA Yale SOM EDHEC-Risk Multi-Asset Multi-Manager

More information

Measuring and Managing the Value of Companies UNIVERSITY EDITION. M c K I N S E Y & C O M P A N Y CORPORATE VALUATION

Measuring and Managing the Value of Companies UNIVERSITY EDITION. M c K I N S E Y & C O M P A N Y CORPORATE VALUATION THE #1 BESTSELLING GUIDE TO CORPORATE VALUATION VALUATION UNIVERSITY EDITION Measuring and Managing the Value of Companies Updated and Revised with New Insights into Business Strategy and Investor Behavior

More information

Sponsorship Opportunities. 1 p e.

Sponsorship Opportunities. 1 p e. Sponsorship Opportunities 2014 1 p. 1.877.363.3632 e. info@pcmacanada.com www.pcmacanada.com TABLE OF CONTENTS INTRODUCTION 3 FOUNDING SPONSORSHIP 4 PRIVATE CAPITAL MARKETS MAGAZINE 5 PCMA WEBSITE 6 PCMA

More information

The Fundamental Review of the Trading Book

The Fundamental Review of the Trading Book The Fundamental Review of the Trading Book www.incisive-training.com/tradingbook Highlights Hear from Bank of England and BCBS trading book working group member Quantitative comparisons of VaR and Expected

More information

Hosted By: The Post-Crisis Period: Searching for Opportunity

Hosted By: The Post-Crisis Period: Searching for Opportunity Hosted By: The Post-Crisis Period: Searching for Opportunity Pre-Conference Cocktail Reception Wednesday, May 27 th 5:30 7:00 pm Conference Thursday, May 28 th 7:30 am 6:30 pm The Monona Terrace One John

More information

Asset Allocations in Emerging Markets Seminar

Asset Allocations in Emerging Markets Seminar Asset Allocations in Emerging Markets Seminar Venue: Maxwell Chambers 32 Maxwell Road #03-01 Singapore 069115 Date: 29 July 2010 Time: Speakers: 8:30am to 1:00pm Larry Speidell Richard Kang Elena Okorotchenko

More information

Programme Guide. Course Title Date Outline Cost Introduction to

Programme Guide. Course Title Date Outline Cost Introduction to BPP Professional Development 2017 Financial Accounting Programme 1 P age v3 28/03/2017 Programme Guide Course Title Date Outline Cost Introduction to 299.00 bookkeeping FRS 102, one year on 6 7 February

More information

Asset LiAbiLity MAnAgeMent techniques And practices. enterprise risk MAnAgeMent techniques And practices Phoenix 7 9 December 2010

Asset LiAbiLity MAnAgeMent techniques And practices. enterprise risk MAnAgeMent techniques And practices Phoenix 7 9 December 2010 Asset LiAbiLity MAnAgeMent techniques And practices New York 7 9 July 2010 London 14 16 September 2010 enterprise risk MAnAgeMent techniques And practices Phoenix 7 9 December 2010 About the courses Asset

More information

PanAgora Asset Management Investment Manager Review January 12, 2012

PanAgora Asset Management Investment Manager Review January 12, 2012 PanAgora Asset Management Investment Manager Review January 12, 2012 EXECUTIVE SUMMARY On January 12, 2012 Martin Bélanger met with the following PanAgora professionals from 9:00 a.m. to 12:00 p.m. at

More information

Understanding Finance to Influence Strategic Decisions Finance for Successful Strategy. London. Kuala Lumpur. 31 Jul - 04 Aug 2017

Understanding Finance to Influence Strategic Decisions Finance for Successful Strategy. London. Kuala Lumpur. 31 Jul - 04 Aug 2017 Kuala Lumpur 31 Jul - 04 Aug 2017 London 09-13 Oct 2017 Introduction Objectives It is essential to fully understand how finance influences strategic decision-making because it provides the foundation for

More information

Trade Finance towards CDCS and CSDG PDU s Points, 6.5 Law Society CPD Points granted

Trade Finance towards CDCS and CSDG PDU s Points, 6.5 Law Society CPD Points granted Trade Finance towards 2020 6.5 CDCS and CSDG PDU s Points, 6.5 Law Society CPD Points granted Introduction The world of trade finance has entered an era of significant change. Global and regional regulations

More information

Institute. Yale School of Management EDHEC-Risk Institute Multi-Asset Products and Solutions Seminar

Institute. Yale School of Management EDHEC-Risk Institute Multi-Asset Products and Solutions Seminar Institute Yale School of Management EDHEC-Risk Institute Multi-Asset Products and Solutions Seminar May 26-27, 2015, Yale Campus (New Haven, CT) - USA Yale SOM EDHEC-Risk Multi-Asset Products and Solutions

More information

Financial Modelling in R

Financial Modelling in R 26, 27,30 Nov & 1 Dec, 2015 London Objectives: Scope and Purpose This workshop provides an introduction to the statistical software and illustrates some of the basic as well as advanced features. The basic

More information

EY International Financial Reporting Standards (IFRS) update. Bahrain, 7 May 2018

EY International Financial Reporting Standards (IFRS) update. Bahrain, 7 May 2018 EY International Financial Reporting Standards (IFRS) update Bahrain, 7 May 2018 Contents Introduction 04 Topics 05 Speaker 07 Key information 08 Registration form 09 Introduction Entities reporting under

More information

Advanced Bank Credit Analysis & Ratings Seminar / Workshop. Seminar Overview September 2018 Limassol, Cyprus. Target Audience.

Advanced Bank Credit Analysis & Ratings Seminar / Workshop. Seminar Overview September 2018 Limassol, Cyprus. Target Audience. Advanced Bank Credit Analysis & Ratings Seminar / Workshop 24-26 September 2018 Limassol, Cyprus Seminar Overview The 3-day Advanced Bank Credit Analysis & Ratings Seminar from Capital Intelligence Ratings

More information

American Society of Health Economists 8th Annual Conference The Crossroads of Public Policy and Health Economics

American Society of Health Economists 8th Annual Conference The Crossroads of Public Policy and Health Economics American Society of Health Economists 8th Annual Conference The Crossroads of Public Policy and Health Economics 2019 Sponsor, Exhibitor & Advertising Prospectus June 23-26, 2019 Marriott Wardman Park

More information

THE 10-DAY FINANCIAL MANAGEMENT WORKSHOP FOR THE OIL & GAS INDUSTRY: Budgeting, Cost Control and Financial Accounting

THE 10-DAY FINANCIAL MANAGEMENT WORKSHOP FOR THE OIL & GAS INDUSTRY: Budgeting, Cost Control and Financial Accounting ISO 9001:2015 Certified ISO 29990:2010 Certified ISO 29990 13-NOV-18 THE 10-DAY FINANCIAL MANAGEMENT WORKSHOP FOR THE OIL & GAS INDUSTRY: Budgeting, Cost Control and Financial Accounting 09-20 Sep 2019,

More information

Strategic Planning, Management Control & Effective Budgeting

Strategic Planning, Management Control & Effective Budgeting An ISO 9001:2015 & ISO 29990:2010 Certified Company Strategic Planning, Management Control & Effective Budgeting 10-21 Jul 2017 Istanbul 18-29 Sep 2017 Kuala Lumpur 13-24 Nov 2017 Bangkok 11-22 Dec 2017

More information

Introduction to the International Financial Reporting Standards (IFRS) program

Introduction to the International Financial Reporting Standards (IFRS) program Introduction to the International Financial Reporting Standards (IFRS) program 27 28 September 2017 Introduction to the IFRS is a high level overview of the International Financial Reporting Standards,

More information

Introduction to the International Financial Reporting Standards (IFRS) March 2018

Introduction to the International Financial Reporting Standards (IFRS) March 2018 Introduction to the International Financial Reporting Standards (IFRS) 27 29 March 2018 Contents About the course 3 Course outline 4 Registration form 7 About the course Introduction to the IFRS is a high

More information

Selecting Effective Performance Metrics: Why Shareholders Are Wild About Return on Invested Capital John Borneman,

Selecting Effective Performance Metrics: Why Shareholders Are Wild About Return on Invested Capital John Borneman, First Quarter 2017 Selecting Effective Performance Metrics: Why Shareholders Are Wild About Return on Invested Capital John Borneman, Semler Brossy Consulting Group Return on invested capital (ROIC) is

More information

PROJECT FINANCE FINANCIAL MODELLING FOR POWER PROJECTS

PROJECT FINANCE FINANCIAL MODELLING FOR POWER PROJECTS 15 th Successful Run in Asia! PROJECT FINANCE FINANCIAL MODELLING FOR POWER PROJECTS Testimonial from trainer s other courses Excellent presentation and hands on practice for better understanding. - GENERAL

More information

PROJECT FINANCE FINANCIAL MODELLING FOR POWER PROJECTS

PROJECT FINANCE FINANCIAL MODELLING FOR POWER PROJECTS 16 th Successful Run in Asia! PROJECT FINANCE FINANCIAL MODELLING FOR POWER PROJECTS Testimonials Excellent presentation and hands on practice for better understanding. - GENERAL MANAGER, TENAGA NASIONAL

More information

2016 JSCCA CPD Programme

2016 JSCCA CPD Programme 2016 JSCCA CPD Programme Programme Guide All sessions will be delivered from 4.30pm 6.30pm Course Title Practical considerations for applying UK GAAP Technical considerations for applying UK GAAP Accounting

More information

Digitalisation - is it time for the letter of credit to move forward?

Digitalisation - is it time for the letter of credit to move forward? Digitalisation - is it time for the letter of credit to move forward? CDCS and CSDG PDU s Points, Law Society CPD Points will be applied for Introduction Annual volumes of letters of credit have fallen

More information

Budget Preparation, Allocation & Cost Control

Budget Preparation, Allocation & Cost Control ISO 9001:2008 Certified ISO 29990:2010 Certified (Certificate No:1007049195) ISO 29990 (Certificate No: 1078694951) Budget Preparation, Allocation & Cost Control 15-19 May 2017, London 30 October - 03

More information

Certified Enterprise Risk Management Professional (CERMP)

Certified Enterprise Risk Management Professional (CERMP) International MasterClass Training NITA Number: NITA/TRN/1236 Certified Enterprise Risk Management Professional (CERMP) 26-30 March 2018 Kigali, Rwanda Your Prominent Trainer: In Cooperation with: Nik

More information

Wealth Management Conference 2017

Wealth Management Conference 2017 ASIA PACIFIC Wealth Management Conference 2017 26 APRIL, SINGAPORE 28 APRIL, HONG KONG AGENDA - HONG KONG About the Event ASIA PACIFIC WEALTH MANAGEMENT CONFERENCE 2017 Conference dates: Singapore 26 April

More information

Managed Portfolios, Diversification and Tax Efficiency

Managed Portfolios, Diversification and Tax Efficiency Company Background Summary EQIS is a fee based Turnkey Asset Management Platform (TAMP). The EQIS platform has over 75 asset managers and over 240 managed portfolios. EQIS provides advisors the ability

More information

Advanced Financial Modelling Series

Advanced Financial Modelling Series Advanced Financial Modelling Series CFA Singapore, in collaboration with SVCA, is proud to present our Advanced Financial Analysis Series held in conjunction with Wall St. Training. The Advanced Financial

More information

ADR. Conference Paradigm Shift in Asian Dispute Resolution Impacts to Arbitration and Mediation Four Seasons Hotel Hong Kong

ADR. Conference Paradigm Shift in Asian Dispute Resolution Impacts to Arbitration and Mediation Four Seasons Hotel Hong Kong ADR in... Asia Conference 2011 SAVE THE DATE 28.09.2011 Four Seasons Hotel Hong Kong Paradigm Shift in Asian Dispute Resolution Impacts to Arbitration and Mediation Organiser Co-Organisers Platinum Sponsor

More information

EARLY WARNING SIGNALS IN INSURANCE COMPANIES

EARLY WARNING SIGNALS IN INSURANCE COMPANIES EARLY WARNING SIGNALS IN INSURANCE COMPANIES Leading Excellence in Insurance Global Reach BIBF plays a vital role in the training and development of human capital in the Middle East and North Africa. Our

More information

Avoiding Trade Frauds in an Uncertain Economic Climate

Avoiding Trade Frauds in an Uncertain Economic Climate 6 PDU s Points Granted for both CDCS and CSDG 6 Law Society CPD Points Granted Avoiding Trade Frauds in an Uncertain Economic Climate Background: The economic outlook in many parts of the world continues

More information

WEALTH MANAGEMENT CONFERENCE

WEALTH MANAGEMENT CONFERENCE 3RD INDIA WEALTH MANAGEMENT CONFERENCE Trends, Opportunities, and Catalysts for Change Friday, 31 August 2018 The Leela, Mumbai #INWealth 2018 CFA Institute. All rights reserved. Hosted with CFA Institute

More information

MMI LINCOLN LINCOLN MIDDLE MARKET INDEX INSIDE THIS ISSUE

MMI LINCOLN LINCOLN MIDDLE MARKET INDEX INSIDE THIS ISSUE INSIDE THIS ISSUE Quarterly Overview Private Middle Market Company Value Results Performance by Industry: Sector Breakdown Examining the LMMI: EBITDA Multiples vs. Earnings Summary of the LMMI Methodology:

More information

Investment Performance Training Workshops 2016

Investment Performance Training Workshops 2016 HKSFA is pleased to have invited Mr. Carl Bacon, CIPM, Non- Executive Chairman at StatPro, to conduct the Investment Performance Training Workshops 2016. (A) ADVANCED ATTRIBUTION (22 nd August 2016, Monday)

More information

Strategic Bank Management and ALM Development for Finance Professionals

Strategic Bank Management and ALM Development for Finance Professionals Strategic Bank Management and ALM Development for Finance Professionals A Blended-Learning Program from ACF Consultants ACF Consultants have a solid reputation for delivering innovative, top-quality training

More information

Tax Audit and Investigation Workshop Series Chapter 1: Tackling tax audits and investigations confidently. Tuesday, 13 March a.m p.m.

Tax Audit and Investigation Workshop Series Chapter 1: Tackling tax audits and investigations confidently. Tuesday, 13 March a.m p.m. Tax Audit and Investigation Workshop Series Chapter 1: Tackling tax audits and investigations confidently Tuesday, 13 March 2018 8.30 a.m. 12.30 p.m. Deloitte Tax Services Sdn. Bhd. Meetpoint 1 & 2, Level

More information

LIQUIDITY AND CAPITAL MANAGEMENT FOR ISLAMIC FINANCIAL INSTITUTIONS

LIQUIDITY AND CAPITAL MANAGEMENT FOR ISLAMIC FINANCIAL INSTITUTIONS LIQUIDITY AND CAPITAL MANAGEMENT FOR ISLAMIC FINANCIAL INSTITUTIONS A one-day course providing an understanding of important liquidity and capital management issues faced by Islamic financial institutions

More information

25 September 2014, Armada PJ

25 September 2014, Armada PJ 25 September 2014, Armada PJ *Checkout the latest dates and training venues on http://www.itrainingexpert.com/course-calender.asp WHY ATTEND THIS COURSE? Bad debt, the opposite of profit, unfortunately,

More information

Training. Best Practices in Maintenance & Reliability. 9 th - 11 th May Detroit, Michigan

Training. Best Practices in Maintenance & Reliability.   9 th - 11 th May Detroit, Michigan Training www.fleming.events Best Practices in Maintenance & Reliability 9 th - 11 th May Detroit, Michigan Introduction An interactive training course covering Maintenance Reliability best practices as

More information

25th - 26th April 2018 Dubai, UAE ISO Examination 27th April 2018

25th - 26th April 2018 Dubai, UAE ISO Examination 27th April 2018 Certification in ISO 31000 (2.5 days masterclasses) New Version 2018! Become a certified ISO 31000 risk management professional 25th - 26th April 2018 Dubai, UAE ISO 31000 Examination 27th April 2018 Contact:

More information

CFA Vancouver Financial Modelling Workshop

CFA Vancouver Financial Modelling Workshop CFA Vancouver Financial Modelling Workshop November 20, 21 & 22, 2012 SFU Graduate School of Business 500 Granville Street Vancouver, BC CFA Vancouver 604-985-9889 info@cfavancouver.com www.cfavancouver.com

More information

2018 Budget and Tax Conference

2018 Budget and Tax Conference Tax Thought Leadership Series 2018 Budget and Tax Conference Friday, 10 November 2017 Hotel Pullman Miri Waterfront 2018 Budget and Tax Conference AGENDA Friday, 10 November 2017 Time Event 8:00 a.m. Registration

More information

ASSOCIATION FOR WOMEN IN THE SCIENCES CONFERENCE 2017

ASSOCIATION FOR WOMEN IN THE SCIENCES CONFERENCE 2017 13-14 July 2017 Heritage Hotel Auckland New Zealand ASSOCIATION FOR WOMEN IN THE SCIENCES CONFERENCE 2017 OVERVIEW The Association for Women in the Sciences (AWIS) provides a network for women interested

More information

Demystifying Operational Risk

Demystifying Operational Risk Demystifying Operational Risk USA 2007 A Comprehensive Two-Day Interactive Seminar Led by Ali Samad-Khan, President, OpRisk Advisory and Special Guest Speaker, Jan Voigts, Federal Reserve Bank of New York

More information

S U M M I T COMPLIANCE FRAUD, RISK & Spliced Knot. Organiser NEW DELHI. Digital Marketing Partner VENUE: HOTEL- HOLIDAY INN M A Y 1 0,

S U M M I T COMPLIANCE FRAUD, RISK & Spliced Knot. Organiser NEW DELHI. Digital Marketing Partner VENUE: HOTEL- HOLIDAY INN M A Y 1 0, M A Y 1 0, 2 0 1 9 VENUE: HOTEL- HOLIDAY INN Organiser NEW DELHI Digital Marketing Partner Spliced Knot WWW.ACHROMICPOINT.COM Overview: Insurance fraud is one of the most serious problems faced by insurers,

More information

STRATEGIC PLANNING, MANAGEMENT CONTROL & EFFECTIVE BUDGETING

STRATEGIC PLANNING, MANAGEMENT CONTROL & EFFECTIVE BUDGETING An ISO 9001:2015 & ISO 29990:2010 Certified Company An ISO 9001:2015 & ISO 29990:2010 STRATEGIC PLANNING, MANAGEMENT CONTROL & EFFECTIVE BUDGETING 18-29 Mar 2019, London 01-12 Jul 2019, Istanbul 09-20

More information

STRUCTURING, VALUATION, RISK AND ACCOUNTING FOR SUKUK

STRUCTURING, VALUATION, RISK AND ACCOUNTING FOR SUKUK STRUCTURING, VALUATION, RISK AND ACCOUNTING FOR SUKUK The Sukuk market has evolved significantly in the last 20 years. New and exciting structures have emerged to address the economic and financial interests

More information

CACEE non-members add 15% to these costs C A C E E. a la carte. sponsorship items

CACEE non-members add 15% to these costs C A C E E. a la carte. sponsorship items CACEE non-members add 15% to these costs C A C E E publications Premium sponsor for the salary survey (distributed to 700+ employers) $ 5000 e-media Recognition on our website is complementary with any

More information

Course Title Date Outline Cost Introduction to bookkeeping

Course Title Date Outline Cost Introduction to bookkeeping BPP Professional Development 2017B Financial Reporting Programme 1 P age 08/09/2017 Programme Guide Course Title Date Outline Cost Introduction to bookkeeping 12 & 13 October, 9.00am 4.00pm Provides a

More information

The IU Finance Department

The IU Finance Department The IU Finance Department Prof. Sreenivas Kamma, Chairperson December 2011 Always exciting High frequency trading - Flash crash Groupon IPO HP spin-off? Kraft Cadbury merger Always exciting High frequency

More information

Forecasting the Prices of Crude-Oil, Natural-Gas & Refined Products

Forecasting the Prices of Crude-Oil, Natural-Gas & Refined Products Forecasting the Prices of Crude-Oil, Natural-Gas & Refined Products A Financial-Economics Approach to Forecasting 30 Jul - 10 Aug 2018, London 19-30 Nov 2018, Houston 01-12 Apr 2019, New York 18-29 Nov

More information

Policy Officers Intensive

Policy Officers Intensive Policy Officers Intensive A Comprehensive Workshop to Advance Your Skills as a Policy Officer EXPLORE Identifying the fundamentals to policy analysis for successful implementation Discover different approaches

More information

RISK MANAGEMENT SEMINARS. The programs are sponsored by OAED-LAEK 0,24% subsidy

RISK MANAGEMENT SEMINARS. The programs are sponsored by OAED-LAEK 0,24% subsidy RISK MANAGEMENT SEMINARS The programs are sponsored by OAED-LAEK 0,24% subsidy In the field of risk management we cooperate with the Global Association of Risk Professionals. The Global Association of

More information