A division of Euromoney In...
Euromoney Training EMEA                                                                                   Asset Management...
Asset Management                                                                                                          ...
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A l m a t y


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A l m a t y

  1. 1. E U RO M O N E Y T R A I N I N G E M E A A division of Euromoney Institutional Investor PLC Asset Almaty Management This 4-day course offers delegates comprehensive and practical training on asset management. The following subjects will be covered in particular: G Nature and function of capital markets G Ethical standards G Financial mathematics G Investment management process G Asset allocation G Fixed income instruments G Yield curve analysis G Derivatives and their use G Fixed income management techniques G Financial analysis G Equity valuation G Behavioural finance G Institutional investors G Pension funds G Mutual funds G Individual investors This programme is available in-house. For further information please call +44 207 779 8085 Course Director: Mark Sinsheimer or e-mail inhouseemea@ euromoneytraining.com Date: 28 - 31 May 2007 Venue: Almaty, Kazakhstan
  2. 2. Euromoney Training EMEA Asset Management Public, sponsored and in-house training Almaty, Kazakhstan Objectives The asset management industry has grown tremendously with the rise of funded retirement Euromoney Training EMEA is a division of schemes and the development of financial disintermediation. It is now a global industry Euromoney Institutional Investor Plc, a which needs to integrate ever more sophisticated techniques and adapt to new forms of leading world provider of business-to- organisation. business financial information. This programme has been specifically constructed to provide officers of asset management We offer over 140 public programmes in companies with a comprehensive understanding of the techniques and tools used in the more than 40 countries across Europe, asset management industry. Middle East and Africa, with all courses The programme progresses from a review of basic financial concepts to fixed income available in-house on request. analysis and investment techniques, financial analysis, equity valuation and portfolio Public programme calendars are available for management before analysing asset management products and services by client segment. each region. A strong emphasis is placed on case studies and active class participation to ensure applicability and operational use of the concepts and techniques which are taught. Working Together – co-host a public Who Should Attend programme in your country • Investment advisors You will benefit from: • highly cost effective training • Portfolio managers • a share of the publicity in bringing an • Financial analysts international, high level event to your • Pension fund trustees, managers and staff region. • Regulators and government officials Choose any programme from our • Consultants portfolio and let us know how many people you have - a small group of 3 or up to 30. • Corporate finance officers • Accountants • Treasurers In-House Training • Actuaries Our in-house courses offer a highly cost- effective training option for you and your Course Director: Mark Sinsheimer, CFA clients. We can deliver all of our programmes in your chosen location at a Mark is a Paris based independent consultant providing advice to asset management firms time which is convenient for you. on international best practices. Mark had board level responsibilities with global asset management companies since 1996. He was Head of Marketing and Sales for Credit Lyonnais Asset Management, Head of Business Development for CDC Ixis Asset Management and Product specialist for Paribas Asset Management. For further Information, please contact: Ms Anna Jakimova Director of Euromoney Training EMEA Mark holds a Masters in International Relations, a Graduate Degree in law from Paris V Tel: +44 207 779 8543 University and is a Chartered Financial Analyst. Mark is a member of the CFA Institute Fax: +44 207 779 8140 (previously AIMR) where he served on the Global Advisory Committee, European Advocacy Email: emea@euromoneytraining.com Committee, Candidate Curriculum Committee and Standards and Practice Council. He is a member of the advisory Council of INSEAD’s “Global Investors Workshop”. He founded the French Society of Investment Professionals and was a member of the Governing Council of the European Asset Management Association where he chaired EAMA’ working group on index construction best practices. Hotel Booking If you require assistance with booking accommodation for one of our courses, please contact our logistics team on +44 207 779 8543 or email Visit our web site today! www.euromoneytraining.com/europe emea@euromoneytraining.com indicating the course you will be attending, the venue and the dates you wish to stay. 5 EASY WAYS TO REGISTER AND OBTAIN FURTHER INFORMATION 1. fax: +44–20–7779–8140 2. e-mail: emea@euromoneytraining.com 3. tel: +44–20–7779–8543 4. web: www.euromoneytraining.com/europe 5. mail to: Euromoney Training EMEA, Nestor House, Playhouse Yard, London EC4V 5EX, UK
  3. 3. Asset Management AGENDA Almaty, Kazakhstan Day One Yield curve analysis • Bond stripping and ZC yield curve Day Four FINANCIAL MARKETS AND • Forward yield curve INVESTMENT SERVICES • Yield curve theories STRUCTURE OF THE INVESTMENT • Yield curve anomalies MANAGEMENT BUSINESS Introduction Mutual funds • Savings and investments • Types of funds and product line • Exchanges of risk Derivatives • Financial science and its sources • Callable bonds management • Range of objectives • Convertible bonds • Outsourcing (asset management, • Interest rate swaps administration) • Options • Operations and compliance The structure of financial markets • Marketing and distribution • Financial instruments and asset classes • Types of markets and orders Fixed income management techniques • Market participants and their business • Cashflow matching and immunisation Alternative asset classes models • Interest rate forecasting and yield curve • Real Estate • Market efficiency strategies • Hedge funds • Liquidity based strategies and credit • Commodities strategies • Structured products Ethical principles • International diversification • Fiduciary responsibility • Disclosures Institutional investors • • • Conflicts of interest Fair dealing Day Three • Central banks Insurance • Foundations and other non profit EQUITY INVESTMENT • DB and DC pension funds Financial mathematics • Components of return Financial analysis and ratio analysis • Time value of money • Balance sheet analysis Individual investors • Risk (statistical analysis) • Adjustments and pitfalls • Unit-linked insurance • Arbitrage theory • Income statement analysis • Retail banking • Options • Ratio analysis • Personal banking • Private banking Overview of the investment management Equity valuation Course Summary & Close process • Fundamental valuation • The investment policy statement • Dividend discount models • Asset allocation • Free cash flow variations • Style allocation • Growth and the risk premium • Risk allocation (core-satellite approach) Equity management techniques • Indexing Day Two • • Market timing Style: the value and small caps factors • Sector rotation FIXED INCOME INVESTMENT • International diversification Fixed income analysis • Bond characteristics Behavioural finance • Yield and price • Cognitive errors • Duration and convexity • Emotional biases • Default risk and spreads • Agency biases • Practical applications 5 EASY WAYS TO REGISTER AND OBTAIN FURTHER INFORMATION 1. fax: +44–20–7779–8140 2. e-mail: emea@euromoneytraining.com 3. tel: +44–20–7779–8543 4. web: www.euromoneytraining.com/europe 5. mail to: Euromoney Training EMEA, Nestor House, Playhouse Yard, London EC4V 5EX, UK
  4. 4. ASSET MANAGEMENT registration and further information GROUP BOOKING DISCOUNTS* REGISTRATION I 3 delegates - 10% discount ASSET MANAGEMENT I 4 delegates - 12% discount I 28 - 31 May 2007, Almaty, Kazakhstan (EOT2039) I 5 delegates - 15% discount In order to guarantee a place on the course delegates are kindly *Available for delegates from one organisation attending the same course. requested to register at least 6 weeks prior to the course start. PERSONAL DETAILS Please print clearly or attach business card Family Name (Mr/Mrs/Ms) First Name Position Department Company Please Quote Ref: 207WEB Address I I would like information on holding this programme in-house COURSE FEES Postcode Country Standard delegate fee: E-mail £2,000 Sterling Telephone SAVE MONEY-10% DISCOUNT* Discounted delegate fee: Fax £1,800 Sterling I understand and accept the booking terms & conditions *Discount of 10% for second and subsequent delegates from the same institution on the same programme. This discount can not be used in conjunction Signature Date with any other offer. Fees include all the tuition, full course documentation, lunches and refreshments for the duration of the programme. METHODS OF PAYMENT Incidental expenses: Euromoney Training EMEA is NOT responsible for covering I Please Invoice me/ my institution. Purchase order no airfare or other travel costs incurred by registrants. Delegates will be responsible for their own accommodation. I CHEQUE enclosed with order for £ made payable to Please note that Euromoney Training EMEA reserves the right to refuse admission to the Euromoney Training. training if proof of payment has not been received prior to the start of the programme. An invoice will be sent upon receipt of registration form. I Bank transfer quoting EOT2039 Payment must be received in full prior to the course start. Account Name: Euromoney Training CANCELLATION POLICY Account No: Lloyds TSB Bank plc A full refund less an administration fee of £100 will be given for cancellation requests Branch: City Office received up to 20 working days before the event. Cancellations must be made in writing (letter or fax) and reach this office before the 20 working day deadline. Address: Po Box 72, Bailey Drive, Gillingham Business Park Kent, Delegates who cancel less than 20 working days before the event, or who don't ME8 OSl, United Kingdom attend, are liable to pay the full course fee and no refunds can be given.However, if Account no. 0331851 Sort Code: 30-00-02 you wish to attend the next course, and you have paid your course fee in full, you will only be invoiced for 25% of that course fee. Please note that the next course must IBAN NUMBER: GB83 LOYD 300002 00331851 take place within 6 months of the initial application. Of course, a replacement is always welcome. PLEASE DEBIT MY CREDIT CARD: I MasterCard/Access I Visa I Amex I Diners Club DISCLAIMER Euromoney Training EMEA reserves the right to change or cancel any part of its Card number: published programme or teaching faculty due to unforeseen circumstances. Card expiry date: CUSTOMER INFORMATION Card holder name: The information you provide will be safeguarded by the Euromoney Institutional Investor PLC group whose subsidiaries may use it to keep you informed of relevant Signature: Date: products and services. We occasionally allow reputable companies outside the Euromoney Institutional Investor PLC group to contact you with details of products Cardholder address: that may be of interest to you. As an international group we may transfer your data on a global basis for the purposes indicated above. If you object to contact by Company VAT Registration Number (EU Only): telephone I fax I or email I please tick the relevant box. If you do not want us to share your information with other reputable companies please tick this box. I 5 EASY WAYS TO REGISTER AND OBTAIN FURTHER INFORMATION 1. fax: +44–20–7779–8140 2. e-mail: emea@euromoneytraining.com 3. tel: +44–20–7779–8543 4. web: www.euromoneytraining.com/europe 5. mail to: Euromoney Training EMEA, Nestor House, Playhouse Yard, London EC4V 5EX, UK