Management & Leadership Seminars

Portfolio Management and Corporate Finance Principles



Introduction:

The aim of Portfolio Management and Corporate Finance Principles training course is to provide management executives with the requisite tools to avoid making value-destroying decisions, the consequences of which can be catastrophic for the company, its employees and the economy.

Over the five days, we will cover the key financial decisions facing senior management, namely: how a company or project is financed, how companies and projects are evaluated and how residual cash flow is dissipated to shareholders and senior management. In order to motivate these decisions, the first two days will provide a thorough grounding in financial instruments.

The target groups:

-          Senior executives who want to fully and knowledgeably participate in financial decisions. The hands on, and real world approach will resonate with senior management and will provide immediate opportunities for application in the work place.

-          Junior executives needing to expand their skill to help them progress up the career ladder.

The objectives:

-          Acquire detailed knowledge of available financial instruments

-          Comprehend the distinctions between active and passive portfolio management

-          Understand the issues in raising long term and short term finance

-          Apply sophisticated investment appraisal techniques

-          Reconcile the remuneration needs of all stakeholders

The content:

Debt Securities and Equity Securities:

-          Understand different types of debt and equity securities

-          Compare risk and return of equity and debt instruments

-          Bond pricing and equity valuation

-          Passive portfolio management

-          Active portfolio management

Derivatives and Alternative Investments:

-          Characteristics and features of derivatives contracts

-          Hedging risk using futures and option contracts

-          Achieving leverage using derivative contracts

-          Pricing of derivative contracts

-          Advantages and limitations of alternative investments

Short and Long Term Financing:

-          Financing companies for growth

-          The capital structure decision, theories and evidence

-          The IPO process

-          The pros and cons of achieving a stock market listing

-          The advantages and disadvantages of debt

Investment Appraisal and Company Valuation:

-          The weighted average cost of capital

-          NPV, IRR, payback and modified payback

-          Evidence from CFO’s on preferred techniques

-          Real options

-          Free cash flow approach

Dissipation of Residual Earnings:

-          The remuneration decision

-          The role of share options

-          The dividend decision

-          Dividend policy in action

-          Mergers and acquisitions


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