Instructor Bio
Shasat Faculty
Our lead instructor is a seasoned expert in equity valuation with over 20 years of experience in investment banking and valuation. Known for his strategic insight and practical approach, he has guided professionals in evaluating quoted and unquoted equities, assessing intrinsic value, and making informed investment decisions. Specializing in advanced valuation methodologies and financial analysis, he incorporates real-world case studies and hands-on techniques in each session, providing participants with actionable skills. His interactive teaching style empowers attendees to directly apply advanced valuation strategies, making every session highly impactful and relevant to today’s financial landscape
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Course Description
Day 1 Agenda
Overview of IFRS/US GAAP and Fair Valuation Requirements
- Introduction to IFRS 13 and its relevance in today’s market
- Definition and Scope of Fair Value, including Entry vs. Exit Price Debate
- Impact of Economic and Regulatory Changes on Fair Value Measurement
- Case Study: Fair Value Implementation in High-Profile Market Transactions
Fundamentals of Fair Value Measurement
- Evolution and Importance of Fair Value Standards
- Fair Value Application to Liabilities and Initial Recognition
- Introduction to Three Valuation Approaches: Market, Cost, and Income
- Fair Value Hierarchy and Challenges for Private vs. Public Companies
- Real-World Case Studies: Fair Value Challenges in Varying Economic Environments
Equity Instrument Valuation
- Key Steps in Applying Fair Value for Equity Valuation, including Mergers & Acquisitions
- Private Company Alternatives and Valuation Adjustments
- Case Study: Prominent Equity Valuations in Recent M&A Transactions
Auditing and Current Issues in Fair Value
- Critical Issues in Fair Value Audits and Impact on Financial Statements
- Recent Developments in Fair Value Accounting and Regulatory Updates
- Case Study: High-Profile Fair Value Audits and Their Market Impact
Valuation Approaches
- Cost Approach: Economic Basis, Determining Reproduction Costs and Obsolescence
- Market Approach: Relief from Royalty, Comparable Transactions, and Intangible Asset Valuation
- Income Approach: Excess Earnings, Loss of Income, and Multi-Period Excess Earnings Method
- Case Studies: Application of Market and Income Approaches in Leading Companies
Discounted Cash Flow (DCF) and Unquoted Equity Valuation
- DCF Fundamentals: Enterprise Value, Equity, and Risk-Free Rates (OIS vs. LIBOR)
- Impairment Testing and Valuation Metrics (P/E, EBIT, EBITDA)
- Real-Life Case Studies: High-Profile DCF Analyses and Valuation of Unquoted Equity
Interactive Q&A Session
Why you must attend?
In today’s competitive financial markets, equity valuation has become a critical skill for top professionals looking to make strategic investment decisions. This Advanced Equity Valuation Masterclass is crafted specifically for valuation experts and senior finance professionals who want to deepen their expertise in valuing both quoted and unquoted equities. Gain powerful insights and sophisticated tools to assess the intrinsic value of companies, from established firms to high-growth start-ups. With hands-on training in advanced methodologies, including discounted cash flow (DCF), financial ratios, and key multiples, this course equips you with the precision and analytical rigor needed to excel in high-stakes valuation scenarios.
Led by an industry expert with extensive experience in investment banking, this masterclass combines real-world case studies with interactive sessions to provide you with practical, actionable skills. You’ll explore complex valuation techniques, develop a nuanced understanding of market dynamics, and learn to apply advanced valuation strategies that set you apart in the field. This course is your opportunity to enhance your role as a valuation leader, providing clients and stakeholders with data-driven, insightful valuations that support informed decision-making and drive sustainable growth. Join us to solidify your expertise and stay at the forefront of equity valuation.
Key Features of the Workshop
- Expert Instruction: Led by an industry expert in equity valuations with extensive hands-on experience.
- Real-World Application: Case studies, scenarios, and examples to deepen understanding of valuation methodologies.
- Comprehensive Valuation Focus: Covers equity and embedded derivative valuations.
- Exclusive Resources: Access to templates, tools, models, and other essential resources.
- Professional Networking: Engage with faculty and peers for insights and connections.
- Certification & Specialization: Earn a certificate to enhance your professional credentials.
- Interactive Learning: Includes videos, handouts, live polls, and CPD/CPE credits.
Teaching Methodology
- Simplified slide deck for clear understanding of concepts and methodologies.
- Engaging, interactive sessions featuring real-life case studies.
- Practical exercises to illustrate accounting principles and industry practices.
- Discussions on GAAP differences, industry trends, and diverse practices.
Who Should Attend?
Ideal for Treasury and Finance Professionals, Business Executives, Asset Managers, Valuation Experts, Financial Controllers, CFOs, Audit and Risk Professionals, and Senior Regulatory Executives.
Feedback
Upon completion of the course, all delegates will receive an evaluation questionnaire aimed at gathering valuable feedback. This feedback is crucial to Shasat’s ongoing commitment to improving the quality of its learning solutions. By analyzing the trends in the responses, we are able to continuously enhance and refine our offerings to meet the evolving needs of our clients.
Venue & other info
Our training programs take place at the most prestigious professional training facilities in the city. Our venues have been meticulously chosen and expertly crafted to deliver an unparalleled and sophisticated learning experience. To further elevate your training journey, we will offer an array of refreshments including gourmet tea/coffee, delectable snacks, and a sumptuous lunch to sustain you throughout the course. Your comfort and satisfaction are of the utmost importance to us. One week before the program begins, you will receive comprehensive joining instructions that include the exact venue details.
Please note that accommodation arrangements are the responsibility of the attendee.
Workshop Delivery (Online Programs)
The workshop will be delivered via the WebEx platform. Upon registration, all participants will receive comprehensive joining instructions for the live workshop. This fully virtual event will encompass a live-streamed presentation, personalized networking opportunities, interactive Q&A sessions, engaging polls, and post-event consultation to address specific concerns and support your continued growth.
In-Person Workshop
Please be advised that for all in-person training programs, joining instructions will be sent via email to registered participants one week prior to the program’s commencement. These instructions will provide comprehensive information regarding the venue location, date, and time, as well as other important details such as parking arrangements, dress code, and any necessary equipment or materials. Kindly ensure that you carefully review the joining instructions and follow the guidelines provided to ensure a smooth and well-organized experience during the program.
Changes to the conference
Shasat reserves the right, at its sole discretion, to make modifications to the format, speakers, participants, content, venue location, program, or any other aspect of the conference, at any time and for any reason, without incurring any liability. This policy has been implemented due to recent events such as the Covid-19 pandemic and other jurisdictional restrictions. These modifications may include but are not limited to, changes necessitated by a Force Majeure Event
We are pleased to offer sponsorship opportunities for our training programs, providing companies with a unique platform to showcase their brand and services to a highly engaged and relevant audience. By becoming a sponsor, your organization will have the opportunity to build brand awareness, demonstrate thought leadership, and cultivate valuable relationships with industry professionals. Our programs offer a platform to reach a targeted audience and generate new business leads while showcasing your expertise. The benefits of sponsorship include increased brand exposure, opportunities to connect with key decision-makers, and a platform to promote your products and services. We invite you to take advantage of this prime opportunity and partner with us to enhance your visibility and impact within the industry.
Terms and Conditions
We kindly request that you carefully review all of the terms and conditions outlined on our website. This information is critical in ensuring a clear understanding of our policies and procedures. Please follow the link provided to access this information.
Discover more about Shasat by exploring our “About Us” page, where you can gain insights into our company’s mission, values, and history, and learn how we can help you achieve your goals.
Payment
Enroll in our program with ease by choosing from our secure online payment options. You can make a payment through our website using PayPal or Stripe, or opt for a bank transfer, demand draft, or cheque payment. Our payment page will provide all necessary options during checkout. If you encounter any issues, our customer service team is here to assist you. Simply reach out to us with your selected course, and we’ll guide you through the payment process.
We kindly request that you take into consideration any associated bank fees when making your course fee payment. To ensure your participation in the program, payment must be received before the course date. Once we have received both payment and a completed registration form, we will confirm your enrollment in the program. Thank you for your understanding and cooperation.
Group discount
Our company is proud to offer a group discount of 15% for organizations or individuals who book a course for 5 or more participants. To take advantage of this offer and receive a personalized group discount code, please reach out to our customer service desk at info@shasat.com. Our team will be delighted to assist you with the booking process and answer any questions you may have. With this group discount, you can invest in the professional development of your team and drive success for your organization. Don’t hesitate to contact us today to learn more.
Upon successful completion of the training course, each participant will receive a certificate of completion that attests to the number of hours spent in training and serves as a valuable representation of their dedication to professional development. The certificate is not only a symbol of their achievement but also serves as proof of continuous professional development (CPD) and demonstrates their commitment to staying current in their field. We believe that CPD is a crucial aspect of career advancement and personal growth, and are proud to provide our participants with this important document.
For further assistance, we invite you to contact our dedicated customer service team. Our experienced and knowledgeable representatives are available to answer any questions you may have and provide the support you need to make informed decisions. We are committed to ensuring that you have a positive experience and are here to help in any way we can. Please don’t hesitate to reach out to us at your convenience.
In-House Training
Enhance your team’s skills and drive success for your business with our custom In-house training program. Our tailored approach aligns with your specific business needs, offering a cost and time-efficient solution for upskilling your employees. This not only improves their productivity but also positions your company as a competitive force in the market. Transform your investment in employee development into tangible results by choosing our In-house training option. To discuss and learn more about our services, please don’t hesitate to contact our training desk. We’re ready to help you create a bespoke program that’s just right for you.
