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Calendar (Australia)

  • September 2014

    • Financial Modeling

      Provider:

      AMT Training

      Start Date:

      Monday, 29 Sep 2014 9:00 AM30 Sep 2014 5:00 PM

      Duration:

      2 days

      City:

      Sydney

      Price:

      1,300.00 AUD (excl. Tax)

      Summary:

      AMT's two day intensive modeling program teaches participants the steps required to accurately build a three statement forecast model. Including dealing with circularities, building detailed revenue forecasts and cash sweeps & error checking.

      This is accomplished through a series of practice files which have increasing levels of difficulty through the module.

      Common errors are covered from balancing a non-balancing balance sheet to debugging a model that is non-intentionally circular.
    • Demystifying Derivatives

      Provider:

      AMT Training

      Start Date:

      Monday, 29 Sep 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Hong Kong (Central)

      Price:

      595.00 USD

      Summary:

      Demystify market jargon and discover how and why derivatives are constructed and used. This course introduces participants to the fundamentals of futures, options and swaps. The starting point is the key features of futures; namely pricing and the margin process. Participants will also consider the benefits of futures versus over the counter forwards. The key definitions of options follow and participants are encouraged to consider options from the point of view of a deferred decision to invest. Pay-off profiles form a large part of this session, before the key issues of volatility are addressed. The final part of the course looks at swaps: interest rate, cross currency, equity and credit default. Using these derivatives to create solutions for banking clients is a key emphasis of the course.
    • Fixed Income Fundamentals

      Provider:

      AMT Training

      Start Date:

      Monday, 29 Sep 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Singapore

      Price:

      595.00 USD

      Summary:

      Regardless of what you call them: bonds, debt securities, interest rates, credit or liquidity products. Here we examine what makes the biggest securities market in the world tick .Starting with vanilla bonds to asset backed securities, this course provides a thorough introduction to the product ranges, investor-types and how market professionals analyze and price fixed income instruments.
    • Valuation and Deal Analysis

      Provider:

      AMT Training

      Start Date:

      Monday, 29 Sep 2014 9:00 AM3 Oct 2014 5:00 PM

      Duration:

      5 days

      City:

      Singapore

      Price:

      3,050.00 AUD (excl. Tax)

      Summary:

      This five day program examines company valuation using a range of methodologies. We will start with a simple analysis of Enterprise and Equity valuation and explain the difference between intrinsic and market valuation techniques. Following this we will take a deeper dive into the methodologies for establishing trading and transaction value and when they should be used.

      Trading comparables and Discounted Cash Flow (DCF) analysis are used to establish trading value whereas Transaction Comparables, LBO valuation and M&A analysis are used to establish transaction value. The drivers of value in each method are discussed in detail and comparisons made. The final day of this program will identify how complex items such as stock options, non-controlling interests, and off balance sheet items can affect valuation and how they should be used.
  • October 2014

    • Financial modeling from scratch

      Provider:

      AMT Training

      Start Date:

      Thursday, 2 Oct 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Sydney

      Price:

      650.00 AUD (excl. Tax)

      Summary:

      Participants start with an Excel worksheet with two years of historicals of the main case company pre-inputted. The financial statements of the case company are then analyzed, and the latest historical data is cleaned and prepared for the forecasting process. Ratios are calculated and assumptions for each line item in the financial statements are created. The full forecast model is then built.
    • Demystifying Derivatives

      Provider:

      AMT Training

      Start Date:

      Friday, 3 Oct 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Singapore

      Price:

      595.00 USD

      Summary:

      Demystify market jargon and discover how and why derivatives are constructed and used. This course introduces participants to the fundamentals of futures, options and swaps. The starting point is the key features of futures; namely pricing and the margin process. Participants will also consider the benefits of futures versus over the counter forwards. The key definitions of options follow and participants are encouraged to consider options from the point of view of a deferred decision to invest. Pay-off profiles form a large part of this session, before the key issues of volatility are addressed. The final part of the course looks at swaps: interest rate, cross currency, equity and credit default. Using these derivatives to create solutions for banking clients is a key emphasis of the course.
    • Financial Modeling

      Provider:

      AMT Training

      Start Date:

      Tuesday, 7 Oct 2014 9:00 AM8 Oct 2014 5:00 PM

      Duration:

      2 days

      City:

      Hong Kong (Central)

      Price:

      1,300.00 AUD (excl. Tax)

      Summary:

      AMT's two day intensive modeling program teaches participants the steps required to accurately build a three statement forecast model. Including dealing with circularities, building detailed revenue forecasts and cash sweeps & error checking.

      This is accomplished through a series of practice files which have increasing levels of difficulty through the module.

      Common errors are covered from balancing a non-balancing balance sheet to debugging a model that is non-intentionally circular.
    • Introduction to macros

      Provider:

      AMT Training

      Start Date:

      Wednesday, 8 Oct 2014 9:00 AM12:30 PM

      Duration:

      0.5 days

      City:

      Hong Kong (Central)

      Price:

      395.00 USD

      Summary:

      This module introduces Microsoft Excel users to the features in creating and managing Excel macros. Participants will learn how to record macro, where to store macros, execute macros in variety of different methods, and creating control buttons to activate the macros.
    • Introduction to VBA

      Provider:

      AMT Training

      Start Date:

      Wednesday, 8 Oct 2014 1:30 PM5:00 PM

      Duration:

      0.5 days

      City:

      Hong Kong (Central)

      Price:

      395.00 USD

      Summary:

      Many advanced Excel users know how to use Macros to automate tasks by recording them using the Macro recorder, and running them at a later date. However more advanced automation requires VBA.

      This module is designed to give a good working knowledge of Visual Basic for Applications (VBA). During this VBA for Excel Course participants will learn to create and edit macros, and gain an understanding of VBA code.
    • Bank Analysis and Valuation

      Provider:

      AMT Training

      Start Date:

      Thursday, 9 Oct 2014 9:00 AM10 Oct 2014 5:00 PM

      Duration:

      2 days

      City:

      Hong Kong (Central)

      Price:

      1,300.00 AUD (excl. Tax)

      Summary:

      During the first day of this program we will examine how banks make money and how their business model is represented in banks financial statements. We will analyze a real set of accounts for a case bank and forecast future performance given a set of assumptions.

      As we start day two we will begin to review Regulatory Capital. This is a bank-specific topic which is at the core of understanding banks business model and valuation. Here we will show how to quantify regulatory capital available and risk weighted assets. The course will conclude with a review of the key valuation methods for banks and participants complete a dividend discount model of the case bank.
    • Financial modeling from scratch

      Provider:

      AMT Training

      Start Date:

      Friday, 10 Oct 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Hong Kong (Central)

      Price:

      650.00 AUD (excl. Tax)

      Summary:

      Participants start with an Excel worksheet with two years of historicals of the main case company pre-inputted. The financial statements of the case company are then analyzed, and the latest historical data is cleaned and prepared for the forecasting process. Ratios are calculated and assumptions for each line item in the financial statements are created. The full forecast model is then built.
    • Accounting Fundamentals

      Provider:

      AMT Training

      Start Date:

      Wednesday, 15 Oct 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Singapore

      Price:

      650.00 AUD (excl. Tax)

      Summary:

      In this session participants will cover the income statement, balance sheet and cash flow statement given a series of transactions. Most importantly, the key interactions between the income statement and balance sheet are covered in detail. Participants will then build several basic cash flow statements. The day is structured around a case company using published financial statements.
    • LBO Modeling

      Provider:

      AMT Training

      Start Date:

      Wednesday, 22 Oct 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Sydney

      Price:

      650.00 AUD (excl. Tax)

      Summary:

      This program aims to teach participants how to structure an LBO and model the financial impact of the financing structure. This session will concentrate on understanding the implications (both modeling and deal) of the finance structuring. Participants complete a fully integrated model with an income statement, balance sheet and cash flow statement.
    • LBO Modeling

      Provider:

      AMT Training

      Start Date:

      Wednesday, 22 Oct 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Hong Kong (Central)

      Price:

      650.00 AUD (excl. Tax)

      Summary:

      This program aims to teach participants how to structure an LBO and model the financial impact of the financing structure. This session will concentrate on understanding the implications (both modeling and deal) of the finance structuring. Participants complete a fully integrated model with an income statement, balance sheet and cash flow statement.
    • Fixed Income Fundamentals

      Provider:

      AMT Training

      Start Date:

      Thursday, 23 Oct 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Hong Kong (Central)

      Price:

      595.00 USD

      Summary:

      Regardless of what you call them: bonds, debt securities, interest rates, credit or liquidity products. Here we examine what makes the biggest securities market in the world tick .Starting with vanilla bonds to asset backed securities, this course provides a thorough introduction to the product ranges, investor-types and how market professionals analyze and price fixed income instruments.
  • November 2014

    • LBO Modeling

      Provider:

      AMT Training

      Start Date:

      Thursday, 6 Nov 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Singapore

      Price:

      650.00 AUD (excl. Tax)

      Summary:

      This program aims to teach participants how to structure an LBO and model the financial impact of the financing structure. This session will concentrate on understanding the implications (both modeling and deal) of the finance structuring. Participants complete a fully integrated model with an income statement, balance sheet and cash flow statement.
    • Equity options: trading & hedging strategies

      Provider:

      AMT Training

      Start Date:

      Tuesday, 11 Nov 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Hong Kong (Central)

      Price:

      595.00 USD

      Summary:

      This course concentrates on the features of equity options and hedging strategies that are available to clients. The starting point is the key definitions of options. Following this, participants are encouraged to consider options from the point of view of a deferred decision to invest or a current decision to hedge. Pay-off profiles form a large part of this session, before the key issues of volatility and risk management are addressed.

      This next part of the course starts with examples of common hedging strategies. A lengthy case study then sees participants comparing a number of options strategies to generate a hedge solution for a client. This case study is a very powerful learning opportunity. The participants are working with little tutor input using a spread-sheet which shows them the price, pay-off profile at maturity and risk data for a number of options. During the final part of the course common trading strategies are explored. Participants will consider the strategies used by fund managers in the equity markets to hedge and take risk.

      This course combines theory with the reality of actual financial market transactions. Participants will be provided with Excel models which they will use to create hedging solutions using options.
    • Equity derivatives: features & hedging strategies

      Provider:

      AMT Training

      Start Date:

      Wednesday, 12 Nov 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Hong Kong (Central)

      Price:

      595.00 USD

      Summary:

      This course concentrates on the features of equity derivatives and hedging strategies that are available to clients. The starting point is the key definitions of futures and options. Following this, participants are encouraged to consider futures from the point of view of fund management clients. Case studies take participants through the steps required to understand how futures can be used to hedge and take risk.

      This next part of the course starts with examples of common option hedging strategies. A lengthy case study then sees participants comparing a number of options strategies to generate a hedge solution for a client. This case study is a very powerful learning opportunity. The participants are working with little tutor input using a spread-sheet which shows them the price, pay-off profile at maturity and risk data for a number of options. During the final part of the course common trading strategies are explored. Participants will consider the strategies used by fund managers in the equity markets to hedge and take risk.

      This course combines theory with the reality of actual financial market transactions. Participants will be provided with Excel models which they will use to create hedging solutions using options.
    • Pricing, hedging & risk management in bond markets

      Provider:

      AMT Training

      Start Date:

      Thursday, 13 Nov 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Hong Kong (Central)

      Price:

      595.00 USD

      Summary:

      During this course participants start by building a bond pricing model in Excel. This exercise brings to life the practicalities of bond cash flows and the issues surrounding day count fractions. Participants then study duration, DV01 and the various bond risk management measures and build these within the pricing model. The course includes market based case studies where the risk management techniques are applied. Participants will consider the strategies used by fund managers in the bond markets to hedge and take risk. For each strategy the focus will be risk profile along with risk metrics which the strategy generates.

      This course is ideal for those looking for a more detailed understanding of bond mathematics, pricing, hedging and risk management.
    • Practical hedging, pricing & risk management with Interest rate swaps

      Provider:

      AMT Training

      Start Date:

      Friday, 14 Nov 2014 9:00 AM5:00 PM

      Duration:

      1 day

      City:

      Hong Kong (Central)

      Price:

      595.00 USD

      Summary:

      Participants take a deep dive into the world of interest rate swaps. The initial focus is on hedging interest rate risk and the mechanics and language of this financial market product. Participants will then study how interest rate swaps are used to manage the income from fixed income portfolios. A case study affords participants with time to reflect on their knowledge in this area; eight clients are considered and individual solutions need to be recommended. Key risk management principles are outlines throughout the session.

      The afternoon session is highly interactive and somewhat technical in nature. Participants will build an interest rate swap pricing model in Excel. Whilst doing this, participants will study the mathematical relationships between par swap rates, discount factors and forward rates. When the model is completed a series of existing and new interest rate swaps will be priced so that the participants can maximize their understanding of the mechanics of this important financial market product.
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