The Fundamentals of Investment Analysis & Portfolio Management

The Fundamentals of Investment Analysis and Portfolio Management

What is it about?

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).

Workshop outline

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

The workshop is aimed at

Early-Career financial services professionals
Aspiring finance or investment professionals
Financial advisors & brokers
Regulators looking to understand current trends in financial markets
Non-finance professionals who want to understand how investment management and portfolio management work.

Dr Steven Msomi

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.

Methodology

The workshop will be offered online whereby a delegate whose attendance has been confirmed in writing will receive by email –

a copy of the power point slides to be used in the workshop
a link to join the online workshop at the set time

CPD

CPD for FAIS purposes
This workshop provides verifiable CPD points in terms of the Determination of Fit and Proper Requirements for Financial Services Providers, BN 194 of 2017, provided that the content is appropriate for your role within the company. A certificate of attendance will be issued that could be submitted to your company’s compliance officer. The number of verifiable CPD hours will be up to 6 hours.

CPD for SAIFM members’ purposes
This workshop provides verifiable CPD points in terms of the CPD policy of SAIFM provided that the content is appropriate for your current or future role within the company. A certificate of attendance will be issued, which should be retained and submitted should you be selected for a SAIFM member CPD audit. The number of verifiable CPD hours will be up to 6 hours.

Enquiries

All enquiries can be directed to Melissa Joao: melissa@saifm.co.za / 011 802 4768

DATE 14 November 2023

TIME 09h00 – 15H30

COST
SAIFM Full members pay R4784.00 per person (Inc. VAT)
SAIFM Affiliate members pay R5238.25 per person (Inc. VAT)

KINDLY NOTE: Closing date for bookings and receipt of payment is 6 November 2023

Disclaimer: While every effort is made to ensure that confirmed workshops continue uninterrupted, it may happen in rare circumstances that we are obliged to cancel. In such a case, a full refund will be made for the workshop or an alternate date arranged at the convenience of the attendees. It is recommended that uncapped wifi/fibre is made use of for the duration of the workshop. All data costs incurred will be for your own account.

The Fundamentals of Investment Analysis and Portfolio Management

What is it about?

Workshop outline

The workshop is aimed at

Dr Steven Msomi

Enquiries

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