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Advanced Company Analysis, Financial modelling and valuation
Date
23 , 30 January; 6 , 13 & 20 February 2018
Time
14:30 - 17:00
Venue
Castille, Casa Leone, Floriana
Contact Person
Ms Anne Marie Gilson
Event Overview

Accelerate your investment career with this intensive workshop covering advanced technical and fundamental analysis, valuation and forecasting skills.

Speakers

Michel Said

Michel Said is a former Director at Barwa Bank Group’s Investment Banking division in the State of Qatar, responsible for the Group’s proprietary investments including treasury management and strategic transactions comprising asset acquisitions/divestitures and structuring/origination and management of Shari’a compliant financial products. Michel has over 12 years experience in financial model development/auditing, valuations, M&A, strategy, training and consultancy. He has considerable experience in many different sectors (e.g. Banking, Financial Statement and an Investment Banker with specialization in Investment banking and Islamic Finance ranging from real estate financing, project finance, structured products, capital markets, funds, mergers and acquisitions, with transaction experience spanning across Europe, North America, London, Milan and the GCC, and structured investments funds combining Islamic and conventional financing in the GCC, US, Brazil, EU and Russia. Michel was also member of Barwa Bank’s Executive Management team providing support to Business, Support Units, Internal Audit and Group Functions to strengthen the control, operational and financial reporting environment and also served on the board of directors for a number of Qatar-based investee companies. He began his career with PriceWaterhouseCoopers in their Milan and Malta offices serving as Senior Manager where he led, managed and coordinated cross border buy-side and sell-side transaction advisory engagements, providing Financial Due Diligence, Vendor Due Diligence, Vendor Assistance and Post Deal Assistance to both private equity and corporate clients across multiple industries/sectors. Prior to this appointment, Michel was a Fund Portfolio Manager for a series of equity and fixed income funds for an international financial services institution. He now lectures and consults on all aspects of forex and capital markets and is highly respected for his practical market approach, working with central banks, commercial and investment banks, institutional investors and hedge fund managers, and other official institutions. Michel holds an MSc in International Securities and Investment Banking from the University of Reading in London and the International Certificate in Wealth & Investment Management at the Chartered Institute for Securities & Investment, London. He is a visiting lecturer in Forex, Islamic Finance, Corporate Finance and Financial Services Law and dissertation examiner and supervisor at the University of Malta, as well as providing one-to-one consultancy and tuition services to high net worth individual investors.

Programme

23rd January - Day 1 – Introduction

  • Psychology of trading 
  • Learn how to master emotions with a trading plan Key things you absolutely need to know about equities
  • Where to find fundamental news and market data






30th January - Day 2 – Financial Statement Analysis

  • Develop an analytical toolkit to assist financial statement interpretation
  • Income Statement in Perspective (Identifying the Key Performance Indicators of a business: why the Income Statement is so important and Why the Income Statement is insufficient) 
  • Historic P&L information
  • Nonrecurring items 
  • Cash Flow in Perspective
  • (Understanding Operating, Investing and Financing Activities) 
  • Understanding the Working Capital Cycle 
  • Why capital expenditure needs to be understood to understand the future 
  • Balance Sheet (How the Balance Sheet should be used: using it as a forecasting tool, assessing risks, understanding concerns of stakeholders)
  • Noncore assets Quality of Earnings, 
  • Quality of Working Capital, Quality of Assets 
  • Importance of Notes to the Accounts
  • Danger signals 
  • What financials may not tell you (e.g. cyclicality, seasonality, confidentiality)

















6th February - Day 3 - Multiples Based valuation & M&A

  • Equity vs. Enterprise value multiples 
  • Interpreting ratios 
  • Choosing the most relevant multiples 
  • Calculating EV: core vs. noncore 
  • Interpreting ratios for which companies 
  • Implied Valuation 
  • Mergers and acquisitions (Drivers of M&A, Horizontal and vertical integration, Price & Strategy)










13th February - Day 4 – How to use technical analysis to predict future price movements

  • How to build and trade technicals by employing Moving Averages, Bollinger Bands, RSI, Stochastic Oscillators, Fibonacci Retracements & Extensions, Correlations, Japanese candlesticks, etc. 




20th February - Day 5 – Putting it all together

  • Trade equities through the use of various trading platforms (Classroom based teaching combined with computer based simulations) 
  • Building on the previous practical lessons in exploring multiple technical and fundamental trading strategies, students will explore and use various trading platforms in use on the market today and will maintain and trade a practice account over the length of this course and track their performance, trading behaviours and motivating factors behind their trading actions.

 

Why should delegates attend?

Aimed at both new and experienced investors, relationship managers, analysts, fund managers, this course provides attendees with analytical tools required to support more informed corporate finance, investment, and strategic decisions in a timely, and quantitative manner.

Other Information
CPE Hours to be confirmed
Registration Information

Registration Fee: Eur 360 for all 5 sessions


Advanced Company Analysis, Financial modelling and valuation

Booking Information

Please ensure that the email address stipulated for each attendee is his or her own personal email address.

Group Discounts: A discount of 10% will be applied if you register 5 or more attendees, from the same company, at the same time, for this event.
Early-bird Discounts: A discount of 0% will be applied if you register till the .

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