Latest Events

Bonds & Fixed Income Markets
(Including Interest Rate Risk, Yield Curve Construction & Convertible Bonds)
6 - 9 February 2012, The Quatermain, Sandton.

This intensive four day workshop has been carefully researched and designed to reflect the challenges that fixed income professionals at all levels of knowledge and experience face in the markets today. This includes the basic as well as the more advanced concepts and applications involved. The presenter takes a very practical approach to finance and delegates will learn how the bond markets work by analysing recent transactions taken from the various fixed income markets internationally

Banking Risk Management Workshop
13 - 14 February 2012, The Quatermain, Sandton.

This two day workshop will examine banking risk management in a comprehensive and informative manner.

Objectives - by the end of the workshop delegates will be able to:

• To articulate the issues surrounding the concepts of risk and uncertainty.
• To explain the idea of a bank as a 'risk factory'.
• To understand how risk management structures should be embedded into an organisation.
• To distinguish between risk appetite and risk tolerance.
• To measure key risks in an organisation through methodologies such as Value at Risk.
• To identify the key risk drivers in a financial organisation…
  • Credit Risk
  • Interest Rate and Market Risk
  • Liquidity Risk
  • Operational Risk

Exchange Traded & OTC Derivatives Workshop
15 - 16 February 2012, The Quatermain, Sandton.

This informative two day workshop will review, examine and explain exchange traded and Over-the-Counter "OTC" derivatives.

At the conclusion of the workshop delegates will be able to:

• outline the key characteristics of derivative transactions.
  
• describe the broad market structures governing derivatives instruments.
  
• describe the key similarities and differences as regards exchange-traded and OTC markets.
  
• explain the concepts and calculations lying behind forward prices.
  
• explain the basic features of options and the intuitions behind their pricing.
  
• describe the key features, uses, and market structures of derivative instruments in the major asset classes;
  
  • Interest Rates
    
  • Foreign Exchange
    
  • Equities
    
  • Credit
    
• explain how evolving legislation affects both now and in the future the nature of trading in the various derivatives markets.

Treasury Operations Workshop
13 - 17 February 2012, The Quatermain, Sandton.

This intensive 5 day workshop has been designed as a foundation program to provide a comprehensive benchmark for competency in all aspects of the operations and settlement processes. It aims to explain the underlying instruments involved in the international financial markets, the processes for efficient settlements and related basic financial calculations. Delegates will also be able to demonstrate appreciation of the scope, importance and the role of the Operations Department, particularly in ensuring an autonomous service to the Front-Office and the rest of the organisation.

Advanced Bonds, Swaps and other Fixed Income Applications Workshop
13 - 14 February 2012, The Quatermain, Sandton.

This course builds on the fundamental principals of 'The Mechanics of Bonds and Fixed Income Markets' or 'Fixed Income Bootcamp' training programme. In parts it refreshes the knowledge gained, takes some concepts into more detail and adds new relevant bond topics. In particular, it looks examples of pricing cash-based structured products such as step-down coupon bonds, forward starting swaps, overnight-index swaps and more. It then focuses on the details of a swap contract and describes new products such as credit-defaul swaps. Then we look at the applications of all of the above including its risk management.

Intermediate Excel Skills for Financial Managers Workshop

This is Module1 of the Complete Financial Modelling with Excel & VBA Series Workshops
22 - 23 February 2012, The Quatermain, Sandton.

This workshop will show you how to unlock the powerful tools that Excel has to offer and you will learn how to:

• Use Excel's built-in range of features like Data Validation, VLookup
  
• Apply Excel's built-in data processing tools and spreadsheet functions
  
• Analyze and clean text files and spreadsheet tables
  
• Integrate Excel with MS Word and MS PowerPoint
  
• Develop advanced solutions on spreadsheets
  
• Assemble the proper Excel tools in ways you have never thought of before!

Investment Valuation Workshop
20 - 22 February 2012, The Quatermain, Sandton.

This intensive three day workshop offers an in-depth and practical analysis of the different valuation techniques that can be used to value listed, private and special types of companies (eg property, distressed situations, financial, venture capital, etc). It will also examine the use of real options to value patents, contracts, natural resources and for various other applications. The workshop will focus on the framework that can be used to pick the right model for any task and it will also extensively expose delegates to the modeling of the various valuation techniques in Excel including understanding, applying and using various Excel models that are targeted at different real life valuation cases.

M & A Modelling Workshop
12 - 13 March 2012, The Quatermain, Sandton.

The course provides a comprehensive introduction to the theory of corporate transactions and the rationale for acquisitions, then explains the way in which corporate transactions are accounted for and modelled in practice. The latest changes to accounting techniques are discussed including the likely impact on acquisitive companies.

Carbon Markets (trading, strategy and developments)
12 - 13 March 2012, The Quatermain, Sandton.

The objective of this important and informative 2 day workshop is to introduce delegates to:

• The carbon market fundamentals
  
• How they influence emissions trading options
  
• The optimal emissions trading strategy
  
• How carbon impacts a company's asset value and credit rating
  
• How an emissions strategy optimizes the rating
  
• How project-based credits can be generated
  
• Carbon capture and other novel techniques
  
• Update on the conference of the parties (COP) agreements
  
• Detailed topics covered will include:
  
• Introduction to The Kyoto Protocol and the EU Emissions Trading System "ETS"
  
• Tradable credits and Emission Reduction Units "ERU"
  
• Procedures, requirements, monitoring and verification
  
• Trading and transfer – legal framework and products involved
  
• Role of Carbon capture and storage
  
• Emissions trading strategies
  
• Tradable instruments and contract structures
  
• Risks and developing a risk management strategy

Advanced International Payments Workshop
12 - 13 March 2012, The Quatermain, Sandton.

This intensive 2 day workshop has been designed as advanced training for bank and other staff whether at executive, marketing or operational levels. The workshop will define and examine the standards of best practice involved in the areas of international payments, foreign exchange activities and treasury operations. It aims to provide delegates with a comprehensive understanding of how the processes work, what the inherent risks involved are and how best these risks can be mitigated. The workshop is very interactive and is comprised of presentations, case studies, multidirectional discussions and comprehensive exercises.

SA Financial Markets Bootcamp
12 - 15 March 2012, The Quatermain, Sandton.

This 4-day intensive Financial Markets Bootcamp examines the various markets involved including: the money market, the bond market, the equity market, the forex market and the derivatives market. There are many different instruments traded in these markets by a wide variety of participants. This program will explain these instruments and the functions of the various participants and will also use excel models to explain how many of the instruments are actually valued utilizing different valuation techniques.

Advanced Excel Skills for Financial Managers

This is Module 2 of the Complete Financial Modelling with Excel & VBA Series Workshops

14 - 15 March 2012, The Quatermain, Sandton.

This is an intensive and highly practical 2 day course that will teach delegates how to design and construct and then effectively use robust financial spreadsheets across a range of potential uses and applications.

The areas covered will include:

• Learning the most effective ways to design and structure financial spreadsheets
  
• Acquiring macro building skills to boost efficiency.
  
• Applying the best spreadsheet structure to get the job done faster and more efficiently

Advanced LBO Modelling Workshop

14 - 15 March 2012, The Quatermain, Sandton.

This course covers the key elements of modelling in an LBO analysis. Participants will value the target business using historic data and available equity research. The valuation process will incorporate absolute and relative valuation techniques. Once the target business has been valued, participants will be introduced to LBO analysis and construct an LBO model.

Functional Leadership Development Program
14 - 16 March 2012, The Quatermain, Sandton.

This program designed for (middle and senior) managers and provides the opportunity for them to acquire new skills, explore diverse perspectives, and develop new leadership styles—transforming them into outstanding business leaders who can lead their organizations with new skills, judgment, and confidence. It is developed for managers with an existing and/or expanding set of management responsibilities and/or high profile managers who will shortly be mandated with significantly expanded general management responsibilities in their organizations.

Advanced Charts in Excel Workshop
14 March 2012, The Quatermain, Sandton.

Given the vast amounts of data and information generated in businesses today, the ability to accurately and effectively summarise data in visually appealing charts and graphs is of the utmost importance. The difference between a good and great presentation, report or dashboard often lies in the ability of charts to impart significant amounts of information at a glance.

Excel Visual Basic for Applications

This is Module 3 of the Complete Financial Modelling with Excel & VBA Series Workshops

18 - 20 April 2012, The Quatermain, Sandton.

Take your Excel applications to the next level by harnessing the power of the Visual Basic for Applications (VBA) language. This comprehensive and intensive three-day workshop will help you gain more control over your spreadsheets by using VBA while also showing you how to develop more dynamic Excel applications for other users.

Financial Modelling & Data Analysis (with Excel)

This is Module 4 of the Complete Financial Modelling with Excel & VBA Series Workshops

23 - 25 May 2012, The Quatermain, Sandton.

This is an intensive and highly practical 3 day course that will teach delegates how to design and construct and then effectively use robust financial models across a range of potential uses and applications with particular emphasis on forecasting, financial analysis and valuations. The areas covered will include:

• Learning the most effective ways to design and structure financial models. ;
  
• Building user-friendly valuation and simulation models - faster, better and with greater accuracy!
  
• Applying the best model structure to get the job done faster and more efficiently
  
• Documenting and measuring possible outcomes of various courses of action leading to better decision making

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