Weekend Programs

Start-up Valuation

Identify the difference in Valuation methods used to arrive at the the intrinsic value of a Start-up, as compared to valuation methods used to determine the intrinsic value of a large conglomerate.

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Duration:

Range of:
2 hours to 24 hours

Choice of Topics:

  • Business Segmentation based on Revenue, Geography, Customer
  • Feasibility Report to Validate Business Model
  • Valuation of Intangibles
  • Determining the Appropriate Method of Valuation - Income Approach, Asset Approach or Market Approach
  • Forecasting Future Cash Flows - When cash flows are not Stable
  • Valuation of ESOPs and Stock-based Options

Ideal for:

  • Registered Valuers
  • Finance Executives and Accountants
  • Compliance
  • Financial Analysts
  • Research Analysts
  • Lawyers and Tax Advisors
  • Freshers
  • Finance Students

Real Estate & Infrastructure

Identify the key growth drivers in Real Assets and how this asset class can be used to diversify your portfolio. Understand the liquid forms of investments in Real Estate and Infrastructure, through REIT and InvIT structures, and how it allows retail investors to get the such assets

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Duration:

Range of:
2 hours to 24 hours

Choice of Topics:

  • Equity Forms and Debt Forms of Real Estate
  • REITs and its Role in Diversification of Investment Portfolio
  • Types of REITs
  • Historical Returns and Risks of Real Estate and REITs
  • Real Estate Indices and Real Estate Mutual Funds
  • Infrastructure Investments and Inherent Risks
  • Valuation of Infrastructure and Market Participants
  • Structure of Infrastructure Investment Trusts (InvITs)
  • SEBI Regulations on REITs and InvITs

Ideal for:

  • Asset Managers and Portfolio Managers
  • Investors
  • Real Estate Consultants
  • Financial Analysts
  • Research Analysts
  • Compliance Personnel
  • Freshers
  • Finance Students

Credit Risk and Credit Derivatives

Identify the key risks involved in OTC markets and how it impacts return on investments. Discuss different forms of Credit Risk and Settlement Risk and ways to ascertain the impact of such risks. Understand the applicability of Credit Risk Mitigation techniques, across different types of investments.

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Duration:

Range of:
2 hours to 48 hours

Choice of Topics:

  • Types of Credit Risks and its Difference from Risks in Derivative Trading
  • Risks in OTC Markets v/s Risks in Exchange Traded Markets
  • Margin Requirements and Mark-to-Market Adjustment
  • Pre-settlement Risk (PSR) and PSR Limits
  • Peak Exposure and Loan Equivalent Exposure
  • Credit Valuation Adjustment (CVA)
  • Credit Risk in Currency Derivatives and Interst Rate Derivatives
  • Warning Signals and Wrong Way Trades
  • Credit Risk in Repo and Reverse repo
  • Credit Risk Mitigation Techniques
  • ISDA Documentation and CSA

Ideal for:

  • Bank OTC Desks
  • Credit Evaluation Teams
  • Credit Operations
  • Financial Analysts
  • Research Analysts
  • Compliance Personnel
  • Freshers
  • Finance Students

Commodities and Commodity Derivatives

Understand the different ways to getting exposure in Commodities and identify the investment approach of Hedgers and Speculators, in different market scenarios. Get exposure to global strategies implemented to seek exposure in different types of Commodities, across geographies

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Duration:

Range of:
2 hours to 24 hours

Choice of Topics:

  • Types of Commodities and its Role in Portfolio Diversification
  • Commodity Forwards and Futures
  • Rolling Contracts
  • Commodity Options
  • Commodities Forward Prices and Term Structure
  • Contango and Backwardation
  • Commodity Futures Indices
  • Strategic and Tactical Valuation of Commodity Futures
  • Case Studies on Commodity Futures
  • Managed Futures Strategies and Commodity Trading Advisors

Ideal for:

  • Asset Managers and Portfolio Managers
  • Speculators and Hedgers
  • Fund Managers
  • Financial Analysts
  • Research Analysts
  • Compliance Personnel
  • Freshers
  • Finance Students

Due Diligence

Discuss the investment process and understand the importance of Due Diligence, using various factors which can impact an investment decisions. Get in depth knowledge in various kind of Due Diligence done to determine the intrinsic value of a large conglomerate or a new start-up

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Duration:

Range of:
2 hours to 24 hours

Choice of Topics:

  • Investment Process and Fund-raising
  • Operational Due Diligence
  • Investment Due Diligence
  • Historical Performance
  • Legal and Compliance Due Diligence
  • Importance of Technology Due Diligence
  • Red Flags and DDQ
  • Fund Documentation
  • Human Resources Due Diligence

Ideal for:

  • Legal Personnel and Due Diligence Professionals
  • HNI Investors and Institutional Investors
  • Fund Managers
  • Financial Analysts
  • Research Analysts
  • Compliance Personnel
  • Freshers
  • Finance Students

Term Sheet Negotiations

Get an in-depth analysis of the key clauses in a Term Sheet, which are important from Investors' point of view as well as Founders' point of view. Analyse the common binding and non-binding clauses and identfy which clauses are important to negotiate on

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Duration:

Range of:
2 hours to 24 hours

Choice of Topics:

  • Important Contents of Term Sheet
  • Zeroing in on Capital Structure - ESOPs, Vesting Rights, etc
  • Clauses to Pay Attention To!
  • Negotiation of Control Rights
  • Liquidation Preference - How can it be used as a Trap?
  • Exit Options for Investors - Negotiating a Put Option Clause
  • Practical Case Study with Actual Term Sheets"

Ideal for:

  • Registered Valuers
  • Finance Executives and Accountants
  • Compliance
  • Financial Analysts
  • Research Analysts
  • Lawyers and Tax Advisors
  • Freshers
  • Finance Students

Collateralized Debt Obligations (CDOs)

Discuss the methods used to structure the cash-flows for loans disbursed by bank, or other lenders, and identify the inherent risks in the structure of a CDO. Identify common methods used to minimize credit risk

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Duration:

Range of:
2 hours to 24 hours

Choice of Topics:

  • Overview of CDO and CDO Variations
  • Types of CDOs:
  • Balance Sheet CDOs
  • Funded and Unfunded CDOs
  • Synthetic CDOs
  • What are Credit Enhancements?
  • Risks Involved in CDO Markets
  • Development of CDO Market in India and Global Market"

Ideal for:

  • Investment Managers
  • Structured Products Teams
  • Credit Operations
  • Financial Analysts
  • Research Analysts
  • Compliance Personnel
  • Freshers
  • Finance Students

Credit Default Swaps (CDS) and Total Return Swaps (TRS)

Discuss how a potential lender can safeguard the returns from an investment, or a loan given to a borrower, in the event of a credit downgrade or default. Identify the use cases of such typs of products for fund managers, insurance companies and asset managers

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Duration:

Range of:
2 hours to 24 hours

Choice of Topics:

  • Concept and Structure of Credit Default Swap (CDS)
  • Inherent Risks and Market Participants
  • Unwinding Issues
  • Credit Enhancements
  • Total Return Swap (TRS) - Product Structure and Inherent Risks
  • Difference between CDS and TRS
  • Credit Spread Derivative Products"

Ideal for:

  • Investment Managers
  • Structured Products Teams
  • Fund Managers
  • Financial Analysts
  • Research Analysts
  • Compliance Personnel
  • Freshers
  • Finance Students
  • Investors

Mutual Fund Investments

"Understand the investment management process for mutual funds and the complexities of mutual fund investments. Get the knowledge of risks and rewards of investing in mutual funds"

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Duration:

Range of:
2 hours to 48 hours

Choice of Topics:

  • Mutual Funds as Pooled Investment Vehicles
  • What is AUM and NAV?
  • What is the ideal Asset Mix for a Mutual Fund?
  • Dividend Schemes v/s Growth Schemes
  • What are Debt Funds, Equity Funds and Hybrid Funds?
  • What Fees are paid to Mutual Fund Manager?
  • What Types of Fees do Mutual Funds charge?
  • Mutual Fund Distributors and Distribution Platforms
  • SEBI (Mutual Fund) Regulations
  • Mutual Funds v/s Collective Investment Schemes"

Ideal for:

  • Asset Managers and Portfolio Managers
  • Finance Executives and Accountants
  • Financial Analysts
  • Research Analysts
  • Lawyers and Tax Advisors
  • Freshers
  • Finance Students

Portfolio Management

Spruce up your portfolio management skills, suggest right investment options, and manage portfolios as per the client need. Get practical training in investment management

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Duration:

Range of:
2 hours to 24 hours

Choice of Topics:

  • Institutional v/s Private Wealth Management
  • Understanding the Client - Suitability
  • Return and Risk v/s Portfolio Constraints
  • Asset Allocation and Risk Management
  • Compounding - The Eighth Wonder of the World"

Ideal for:

  • Asset Managers and Portfolio Managers
  • Finance Executives and Accountants
  • Financial Analysts
  • Research Analysts
  • Lawyers and Tax Advisors
  • Freshers
  • Finance Students

Risk Management

Get equipped with problem-solving techniques and critical thinking, to make informed financial and investment decisions. Candidates will apply quantitative and analytical skills to understand the inherent risks within an Organization and ascertain the importance of Enterprise Risk Management and risk reporting standards

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Duration:

Range of:
2 hours to 48 hours

Choice of Topics:

  • Types of Risk
  • What is Risk Management?
  • Enterprise Risk Management
  • Value at Risk (VaR) and Calculation of VaR
  • Operational Risk Management
  • Credit Risk Management
  • Global Standards for Risk Reporting
  • Decomposing Risk and setting Risk Appettite and Risk Limits
  • Corporate Governance in Risk Budgeting
  • Risk Budgeting for - Banks, Mutual Funds, Private Equity Funds and Hedge Funds

Ideal for:

  • Bank OTC Desks
  • Credit Evaluation Teams
  • Credit Operations
  • Insurance and Actuaries
  • Chief Risk Officers
  • Financial Analysts
  • Research Analysts
  • Compliance Personnel
  • Freshers
  • Finance Students

Start-ups and SMEs - Business and Regulatory Landscape

Understand how your Organization is impacted by recent Government Initiatives and how to get tax benefits for your start-up or business enterprise.

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Duration:

Range of:
2 hours to 24 hours

Choice of Topics:

  • Business Segmentation based on Revenue, Geography, Customer
  • Feasibility Report to Validate Business Model
  • Eligibility for Start-up India Plan
  • Tax Benefits for Start-ups
  • Regulatory Incentives for Startups
  • Non-Financial Incentives taken by Government
  • Road-ahead for Start-ups Incentives
  • SME Listing - Benefits"

Ideal for:

  • Registered Valuers
  • Finance Executives and Accountants
  • Compliance
  • Financial Analysts
  • Research Analysts
  • Start-ups and SME Owners
  • Lawyers and Tax Advisors
  • Freshers
  • Finance Students

Finance for Non-finance Managers

Understand how your financial decisions would affect the unit economics and performance of your company and its profitability and of your organization.

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Duration:

Range of:
2 hours to 12 hours

Choice of Topics:

  • Basic Terms used in Business and Finance
  • Understanding Balance Sheet - Assets and Liabilities
  • Understanding Profit and Loss Account - Incomes and Expenses
  • Analysis of Performance of Company - Using basic Financial Ratios"

Ideal for:

  • Start-up Founders and Business Owners
  • Finance Accountants
  • Compliance Teams
  • Freelancers in Technology space
  • Consultants
  • Sales and Marketing Teams
  • Freshers
  • Finance Students

Project Finance

Develop core competencies in analysis of economic market conidtions, suitable for an upcoming project. Perform capital budgeting process to understand the viability of a Project

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Duration:

Range of:
2 hours to 12 hours

Choice of Topics:

  • Projection of Cash-flows
  • Cost-Benefit Analysis and Trade-off
  • Capital Allocation"

Ideal for:

  • Start-up Founders and Business Owners
  • Finance Accountants
  • Compliance Teams
  • Project Management Teams
  • Consultants
  • Operations Personnel
  • Freshers
  • Finance Students

Basics of Financial Modelling

Acquire financial modeling & valuation skills, based on complexities of the investments. Master analyzing financial statements and learn to create your own quantitative models.

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Duration:

Range of:
2 hours to 24 hours

Choice of Topics:

  • Single-factor and Multi-factor Models
  • Arbitrage-free Models
  • Fama-french Models
  • CAPM Model
  • Option Pricing Model"

Ideal for:

  • Registered Valuers
  • Finance Executives and Accountants
  • Financial Analysts
  • Research Analysts
  • Lawyers and Tax Advisors
  • Freshers
  • Finance Students

Investments in Equity Markets

Get an overview of the equity markets and its functioning in various geographies. Become familiar with basic concepts of equity securities, stock exchanges, funds, valuation, and trade-offs of different investment strategies

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Duration:

Range of:
2 hours to 48 hours

Choice of Topics:

  • Overview of Equity Markets – Global Markets and Indian Market
  • Financial Statement Analysis and Ratio Analysis
  • Stock Picking – Top-down and Bottom-up Approach
  • Equity Valuation
  • CAPM Theory
  • Performance Evaluation of Schemes and Stocks"

Ideal for:

  • Asset Managers and Portfolio Managers
  • Finance Executives and Accountants
  • Financial Analysts
  • Research Analysts
  • Lawyers and Tax Advisors
  • Investors
  • Freshers
  • Finance Students

Investments in Debt Markets

Get conceptual, analytical and practical inputs for understanding debt instruments and functioning of debt markets in various geographies. Apply tools and techniques of fixed income analytics of the debt markets.

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Duration:

Range of:
2 hours to 48 hours

Choice of Topics:

  • Debt and Government Securities Market
  • Valuation in Fixed Income Market
  • Interest Rate Risk Management
  • Yield Spreads
  • Duration, Modified Duration, Effective Duration and Macaulay Duration
  • Duration and Scheme Maturity
  • Use of Excel Functions "

Ideal for:

  • Asset Managers and Portfolio Managers
  • Finance Executives and Accountants
  • Financial Analysts
  • Research Analysts
  • Lawyers and Tax Advisors
  • Investors
  • Freshers
  • Finance Students

Derivatives

Analyse various derivative parameters and understand the inherent risks in derivative contracts. Discuss various derivative criterions like Open Interest, Price OI relationship, Roll Over statistics etc and get confirmation for the market movements.

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Duration:

Range of:
2 hours to 48 hours

Choice of Topics:

  • Forwards, Futures, Options and Swaps - Payoffs
  • Plain-vanilla Instruments
  • Margins, Open Interest and Mark-to-Market
  • Types of Options and Option Spreads
  • Difference between Forward and Future Contract
  • Hedging using Derivatives
  • Put-call Parity
  • Binomial Model"

Ideal for:

  • Asset Managers and Portfolio Managers
  • Finance Executives and Accountants
  • Financial Analysts
  • Research Analysts
  • Lawyers and Tax Advisors
  • Investors
  • Freshers
  • Finance Students

Technical Analysis

Learn how to use technical analysis profitably in trading. Discuss the basics of technical analysis and learn how to read a stock chart effectively. You will be able to use some popular technical indicators and oscillators to predict upcoming market trends and directions.

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Duration:

Range of:
2 hours to 24 hours

Choice of Topics:

  • Stock Charts
  • Understanding Support & Resistance
  • Exponential Moving Averages (EMA)
  • Moving Average Convergence Divergence (MACD)
  • Relative Strength Index (RSI)
  • Reversal Patterns and Trend-following charts

Ideal for:

  • Asset Managers and Portfolio Managers
  • Finance Executives and Accountants
  • Financial Analysts
  • Research Analysts
  • Lawyers and Tax Advisors
  • Investors
  • Freshers
  • Finance Students

Fundamental Analysis

Get an understanding on Financial Statements and items in the Balance Sheet and Income Statement. Discuss the macroeconomic, industry and sectoral analysis and other qualitative factors. Perform stock analysis and select stocks for personal portfolio management

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Duration:

Range of:
2 hours to 24 hours

Choice of Topics:

  • Introduction to the Fundamental analysis
  • Stock Investing and its Approaches
  • Company Analysis
  • Understanding Balance sheet and Financial Statements
  • Financial Statement Analysis
  • Ratio Analysis
  • Key to Fundamental Analysis
  • How to Track Market"

Ideal for:

  • Asset Managers and Portfolio Managers
  • Finance Executives and Accountants
  • Financial Analysts
  • Research Analysts
  • Lawyers and Tax Advisors
  • Investors
  • Freshers
  • Finance Students