Mastering equity investment & Portfolio Management

Contexte

Most DFIs invest in equity to provide developmental support and long-term growth capital that private enterprise requires to grow and become more efficient. Equity investment provides an avenue for SMEs and businesses to raise additional funding. Investing in equity requires proper appraisal in line with the investment policy of the investor institution to guarantee a maximum return on the investment.

This course provides an in-depth overview of the equity markets. The participants will learn about a variety of topics, which will help them become familiar with equity investments, funds, valuation, and trade-offs of different investment strategies.

The workshop aims to build capacity on the key processes involved in equity investment and how to analyze investments /projects for equity commitment. The training will discuss the risks involved, exit, and diversification strategies.

By the end of this course, you will be able to:

– Understand the relationship between risk and return
– Differentiate between the various types of equities
– Importance of gearing
– Compare valuation techniques along with different investment styles and strategies

Learning Outcome

At the end of the program, participants will be able to

– Demonstrate good understanding of issues in development financing, and contemporary trends in the sector.
– Upscale skill on Project Preparation and implementation.
– Carry out due diligence, and project risks assessment.
– Understand Environmental, Social and Governance (ESG) evaluation.
– Upscale knowledge in project finance, financing options and structuring of finance for projects.
– Improve knowledge on business / project turnaround.
– Ability to nurture and Micro, Small and Medium businesses, and manage entrepreneurs.

Contenu

– Fundamentals of Equity Investment
– Risk Capital allocation
– Valuations
– Valuation methodologies
– Importance of valuation
– Valuation of projects
– Equity cashflows
– Equity returns

– Market information in the private equity space
– New trends

– Deal structuring and equity instrument
– Preference shares
– Equity kickers
– Mezzanine instruments
– Gearing

– Exit modalities
– Types of exit mechanisms
– Exit models
– Valuation methodologies

– Due diligence for equity investment
– Financial modeling for Equity investment analysis
– Modeling methodologies
– Risks Assessment
– Case studies

Public Cible

– DFIs officials involve in Equity investment
– Portfolio Managers
– Asset Management
– Analysts

Frais d'inscription

Institutions Membre AIAFD

€465 par participant

Institutions Non Membre AIAFD
€550 par participant