Our Finance & Investing Programs

Strategic Value Investment

Duration:

3 Days

Dates:

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Overview:

This exclusive program in value investing is rooted in the principles of two prominent figures in finance, focusing on the frameworks and processes used by some of the world’s most successful investors to manage and preserve capital effectively.

Value investing involves a thorough economic analysis and valuation of a firm’s business operations to estimate its fundamental value. This approach suggests investing in a firm if its fundamental value is significantly higher than its market value, providing a margin of safety against unforeseen risks. The integration of economic analysis and business valuation ensures a comprehensive understanding of the firm.

Benefiting from unique access to Wall Street, esteemed finance and accounting divisions, and specialized resources, this program offers a distinctive opportunity to delve into the world of value investing.

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This program will equip you with the skills to:

• Participants in this program receive a thorough introduction to value investing from top experts. 
• You’ll gain a holistic view of investing, integrating economic analysis, a strong valuation approach, and effective risk management, moving beyond simple diversification.

Strategic Value Investing Mastery

Duration:

3 Days

Dates:

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Overview:

Building on our popular program, the Strategic Value Investing Mastery program provides a comprehensive exploration of this investment strategy, including its evolution, best practices for navigating disruptions, and insights into market trends.

Value investing is known for its flexibility and tactical approach, extending beyond public equities. The program emphasizes investing in compounders—companies that reinvest capital at high returns, operate in large and growing markets, and carefully evaluate business risks.

Participants will delve into the logic of compounders, analyze market disruptions and trends, and gain insights into value investing strategies. The program also explores slow-moving consumer trends in sectors like healthcare, education, and leisure, helping participants strategically position their investment portfolios.

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This program will equip you with the skills to:

• Gain a comprehensive overview of the valuation framework, emphasizing its flexible and tactical nature.
• Explore in-depth investing in compounders—companies capable of reinvesting capital at high returns, operating in large and growing markets, and compounding growth over time.
• Enhance understanding of risk management beyond traditional diversification strategies.
• Analyze market disruptions and evolving trends, including macro trends and regulatory challenges.
• Examine the growing significance of slow-moving consumer trends in portfolio diversification.

Fintech Revolution: Shaping the Future of Finance

Duration:

4 Days

Dates:

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Overview:

As technological advancements accelerate, Fintech continues to revolutionize the financial services industry and business landscape at large. Its profound impact spans across sectors, from banking to logistics to ecommerce, with the pace of change poised to accelerate further with the rise of technologies like blockchain and AI.

This engaging and interactive four-day program, the Future of Finance, provides participants with the knowledge and tools to understand and leverage the forces shaping the financial services industry. Regardless of their technical background, participants will gain strategic and tactical insights to drive innovation within their organizations.

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Key questions addressed in the program include:

• Understanding the workings of blockchain digital currency.
• Evolution of the financial services industry with Fintech.
• Identifying challenges and opportunities presented by Fintech.
• The influence of data analytics and AI on financial services.
• Assessing potential impacts and disruptions on organizations by Fintech.
• Strategies for leveraging Fintech innovations.
• Innovating with Fintech within regulatory frameworks.
• Exploring the future trends of Fintech and financial services.

This program will equip you with the skills to:

• Gain insights into market dynamics within Fintech and financial services.
• Demystify digital currency, including blockchain, cryptocurrencies, and digital tokens, in an accessible manner, regardless of prior tech background.
• Develop a new playbook to strategize for the future.
• Explore methods to implement Fintech innovation within regulatory frameworks at their organizations.
• Feel empowered to identify and evaluate strategic growth opportunities for their organizations.

Financial Literacy for Executives: A Practical Guide

Duration:

5 Days

Dates:

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Overview:

This intensive five-day program is designed for non-financial executives seeking to enhance their expertise in finance and accounting. The curriculum covers essential topics such as the role of accounting, key concepts in managerial and financial accounting, ratio analysis, forecasting and valuation, and shareholder value management.

By mastering these concepts, participants will gain a deeper understanding of profitability, cash flow, liquidity, solvency, and growth, and will learn to identify red flags in financial statements—a critical skill in today’s volatile financial landscape.

Ready to Take the Next Step?

If you already have a strong grasp of financial statements, revenue and expense recognition, and asset and liability measurement, and are looking for tools to evaluate the financial impacts of operating, investing, and financing decisions, this program is for you.

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This program will equip you with the skills to:

• Gain an understanding of accounting’s role in business and master accounting language.
• Learn and apply key concepts of managerial and financial accounting.
• Calculate ratios and conduct thorough ratio analysis.
• Develop forecasts and perform valuation analysis.
• Apply finance and accounting principles to shareholder value management.
• Identify potential issues in financial statements.