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).
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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
Steven Msomi
CEO of Kabusha Advisory
Dr Steven Msomi is the Co-founder and CEO of Kabusha Advisory, which is a mergers and acquisitions, transaction advisory and capital raising entity. He is also the Governor of the South African Institute of Financial Markets (SAIFM); an executive director at Nolands Capital and Digitlab board member. Steven has over 20 years of corporate experience and has worked in investment banking, mergers and acquisition and equity derivative trading roles for companies like SA Stockbrokers, Rand Merchant Bank, FNB Private Clients, PSG-Konsult and Sanlam. Equipped with a PhD in Finance from UKZN and a Master’s Degree in Applied Finance from USQ in Australia, Steven lectured Investment and Corporate Finance to MBA students at UKZN Graduate School of Business. Steven has capabilities in both investment and corporate finance, and is experienced in capital raising, valuation, due diligence, financial modelling, deal structuring, investment analysis and portfolio management.
