The aim of this workshop is to provide students with the theoretical and practical tools needed for the analysis of investments and management of portfolios.

The workshop introduces critical investment concepts like security valuation, portfolio selection, asset allocation and portfolio evaluation. Examples will involve portfolios comprising equity, debt, hedge funds, derivatives, foreign assets & crypto-assets.

On the practical level, this workshop will be directly involved with the dynamics that take place within the Johannesburg Stock Exchange (JSE).


Please click herefor more information.

Agenda

9

00AM

-

3

30PM

Day 1

The Economy in the context of investing
Introduction to investing
The major financial instruments available to investors
The basic approaches used to valuing financial instruments
The basic approaches used to make sound investment decisions
Fundamental and Technical Analysis
Market Efficiency
Portfolio Management
Selection of the asset mix
Formulation of portfolio strategy
Security analysis
Portfolio execution
Portfolio revision
Portfolio evaluation

Speakers

Sponsors and Partners

Organizer

Tickets