Modules

• Construction of business strategy enabling meeting of firm's goals, client's expectations and investment objectives
• Effective use of communication techniques during meetings and presentations, helping closure of business deals with ease
• Using behavioral analysis to understand client's believes and preferences in order to understand their decision making process
• Strategic management of investment risk, alternative investment instruments and vehicles to manage risk -return equations

Duration

2 Day Classroom

Faculty

Sanjoy Choudhury is FRM and MBA (Finance) with more than 20 years of experience in treasury and risk management functions including research, product management and valuations. He has been associated with GlobeOp Financial Services as Director - Valuations, Credence Analytics as Head - Research and ICICI Bank as Chief Manager - Risk Analytics. He has been instrumental in developing pricing, valuation and risk models for all asset classes viz., Interest Rate, Forex, Equity, Commodity and Credit including both cash and derivatives products.

Who should Attend

This program has been designed for professionals of Asset Management Companies, Insurance Companies, Provident Funds, Pension Funds, Hedge Funds, Private Bankers, Wealth Managers, Team Leaders, Bank & Financial Services Relationship Managers, Financial Services Sales and Distribution Professionals, Investment Advisors and Family Office Representatives to gain comprehensive understanding of different strategies available for business growth, portfolio construction and asset allocation styles that will build long term and lasting relationships with clients

Modules

• Economic Indicators - Gross Domestic Product, Inflation, Borrowings and Other Leading and Lagging Indicators
• Fiscal Indicators - Public Expenditure, Govt. Revenue, Deficit – Fiscal, Budget, Revenue, Primary, Public Debt
• Exchange Rates - Nominal Exchange Rates, Real Exchange Rates, Effective Exchange Rates, Interest Rate Parity
• Inflation – Causes, consequences, Philip curve for inflation and unemployment, policy implication of inflation & Business Cycle – Causes of business cycle, various theories of business cycle and policy responses to avert the adverse business cycle

Duration

2 Day Classroom

Faculty

Sanjoy Choudhury is FRM and MBA (Finance) with more than 20 years of experience in treasury and risk management functions including research, product management and valuations. He has been associated with GlobeOp Financial Services as Director - Valuations, Credence Analytics as Head - Research and ICICI Bank as Chief Manager - Risk Analytics. He has been instrumental in developing pricing, valuation and risk models for all asset classes viz., Interest Rate, Forex, Equity, Commodity and Credit including both cash and derivatives products.

Who should Attend

This program has been designed for professionals engaged in strategy planning, financial management and treasury operations who are associated with banks, financial institutions, various financial services companies, primary dealers, asset management companies, fund houses and corporate entities to provide them overview of policy tools used by governments, central banks and various government agencies like fiscal policy, monetary policy, trade policy and improve their understanding of causes and consequences of business cycles which impacts the performance of the economy

Modules

• Introduction to Portfolio Management – Strategic and tactical asset allocation, asset allocation and stock selection
• Portfolio Analysis – Risk and return trade off, standard deviation and variance as risk measures, Sharpe ratio, risk vs. return tradeoff and optimizing portfolio via diversification
• Equity Portfolio Management – Understanding valuation methodologies (i.e. Discounted Cash Flow, Capital Asset Pricing Model and Multiple based Valuations), security selection approach, long short vs. long only strategies, alpha beta separation
• Fixed Income Portfolio Management – Understanding yield curves, usage of duration and convexity for portfolio risk assessment & Alternative Investments – Hedge funds, private equity, commodities and real

Duration

2 Day Classroom

Faculty

Sanjoy Choudhury is FRM and MBA (Finance) with more than 20 years of experience in treasury and risk management functions including research, product management and valuations. He has been associated with GlobeOp Financial Services as Director - Valuations, Credence Analytics as Head - Research and ICICI Bank as Chief Manager - Risk Analytics. He has been instrumental in developing pricing, valuation and risk models for all asset classes viz., Interest Rate, Forex, Equity, Commodity and Credit including both cash and derivatives products.

Who should Attend

This program has been designed for fund managers, portfolio managers, traders, risk managers and middle and back office professionals engaged with banks, financial institutions, primary dealers, asset management companies, brokers, insurance companies and corporate houses to provide them in depth understanding of various instruments available for investment, approach for their valuations, risk associated with each class of instrument and investment finally portfolio level analysis for risk assessment