This workshop covers the concepts around the use of limited resources to attain important critical objectives of the organisation. It delves into the psychology of portfolio decision making and provides a holistic view of the hard and soft factors that influence decisions.
The workshop empowers delegates with the theory, terminology, tools, and skills to apply a mathematical approach to portfolio management; enabling them to select, organize and manage projects that align to the organizations business strategy.
Please click here for more information.
Agenda
9
00AM
-
3
30PM
Day 1
Definition of an investment project
Major types of investment projects
Public and private-sector projects
Basic information needed for project evaluation
Project preparation and evaluation
Fundamentals of project numerical evaluation
Calculation of financial evaluation parameters such as payback period, ROI, NPV, IRR
Portfolio management process, selection models, decision making, and portfolio balancing
Investment profitability analysis
Financial analysis
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.
