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The Business of Investment Banking – How Money is Made
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The Business of Investment Banking – How Money is Made
  • Overview
  • Objectives & Outline
  • Methodology
  • Participant Profile
  • Trainer
  • Overview
    PROGRAMME DETAILS

    DATE

    24 – 25 September 2018

    TIME

    9:00 AM – 5:00 PM

    VENUE

    Asian Banking School

    14

    AICB
    CPD HOURS
    10
    SIDC
    CPE POINTS
    This programme provides a detailed examination of the products and services of an investment bank in this digital age and examines the scope and breadth of advisory and origination markets, plus the key role of the investor in the process. Through it, participants will learn the key importance of credit and its relevance in raising different types of capital. Asset and Wealth Management businesses will also be covered, and this area is explored for synergies within the business model for both client and bank, specifically in this age where FinTech, data and technology like Blockchain, digital ledgers, machine learning and artificial intelligence are shaping the world, especially the financial services, in a fast and furious fashion.
    LEARNING LEVEL
    Intermediate
    PROGRAMME FEE

    AICB / MIBA MEMBER

    MYR

    5,500

    / PAX

    NON-MEMBER

    MYR

    6,000

    / PAX

    Jointly with:
  • Objectives & Outline
    LEARNING OBJECTIVES
    By the end of the programme, participants will be able to:
    • Gain an overview of the changes brought about by digitalisation and FinTech
    • Understand the range of Investment Banking products and services
    • Gain an understanding of the critical factors in credit decision-making
    • Learn and use the fundamentals of evaluating creditworthiness and cash flow of a borrower
    • Explain the various types of underwriting structures and techniques
    • Compare the various methods in arranging and pricing an IPO
    • Describe the types and goals of Mergers & Acquisitions
    • Appraise the benefits of securitisation
    • Recognise the role of Asset & Wealth Management in the Investment Banking model
    PROGRAMME OUTLINE
    Introduction to Investment Banking
    • Activities of Investment Banking
    • Investment Banking in 2018 & beyond
    • Rise of digitalisation & FinTech
    • Goals and functions of credit (risk management & monitoring)
    • Red flags of live empirical case studies of defaults resulting from unsound credit decisions
    • Economic analysis and borrower’s capacity

    Credit Ratings Overview
    • The role of rating agencies
    • The value of ratings to credit analysis & investors
    • Ingredients for a rating system
    • Tools of financial analysis
    • Ratio analysis
    • Cash flow analysis
    • Analysis of leverage

    Underwriting: Structures & Legal Issues
    • Underwriting in Asia vs. the rest of the world
    • Issuing & underwriting of ADRs and GDRs
    • Organised exchanges’ listings
    • Prospectus: procedures, rules and regulations
    • Case study

    Initial Public Offerings (IPOs)
    • Advantages & disadvantages
    • IPO stages
    • IPO pricing models
      • Book-building: concept and applications in the Malaysian market
      • Auction
      • Tender offers
      • Best efforts
    • Abuses of the IPO market
    • SEC vs. Malaysian Securities Commission Rules & Regulations
    • Case study

    Private Placements
    • Development of the private placement market
    • Private placement memorandum
    • Forms of private placement
    • Case study

    Mergers & Acquisitions
    • Types of mergers & acquisitions
    • Mergers & acquisitions - cost vs. values
    • Sources of synergy: financial vs. operating synergy
    • Legal structures of takeover transactions
    • Takeover tactics
    • Defense mechanisms
    • Divestitures
    • Case study

    Alternative Fund Raising Methods
    • Venture capital
    • Private equity
    • Leveraged buyouts
    • Mezzanine financing
    • Case study

    Asset and Wealth Management & Valuation
    • Techniques of investment management
    • Valuation models:
      • Capital asset pricing model
      • Dividend discount model
      • Discounted cash flow approaches
      • Merton model
    • Applications of asset management in the Malaysian market
    • Exercise

    Asset Securitisation
    • Overview of Securitisation
    • Asset Securitisation in Asian countries
    • Modus operandi of securitisation
    • The art & science of the securitisation process
    • Legal issues in securitisation
    • Case study

    Conclusion and Summary
  • Methodology
    Instructor led facilitation using case studies and exercises to demonstrate the key learning takeaways
  • Participant Profile
    Junior staff in debt and equity capital markets, credit risk staff, legal, HR, support and regulatory compliance. New Relationship Managers in both asset and wealth management will find this programme beneficial.
  • Trainer

    PETER CARPENTER

    Peter Carpenter (Pete) has 34 years of financial markets experience with major banks in Singapore, London, Hong Kong, and Stockholm; where he has traded FX, FX Options, Interest Rates and Derivatives, Equities and Equity Derivatives, FixedIncome and Money Market products. He has set up and managed numerous trading teams and in his last role was Regional Treasurer and Head of Capital Markets in Singapore. He is experienced in Risk and Compliance in private banks in Asia and is also in communicating with other Branches and Head Offices that are abroad.

    In his various roles, Pete has gained deep experience in most aspects of financial products including market making, proprietary risk, sales, advisory and treasury management. He has trained many traders and held courses for staff and clients. He has experienced many extreme crisis situations, both within his institutions and market wide, where he has had to exhibit deft crisis management and deal with and manage regulators and institutions. He has spent 23 years working in Asia and is experienced in managing situations caused by cultural differences. He has managed teams in other continents remotely.
    As a Senior Learning Consultant, Pete creates and delivers courses that are aimed at increasing knowledge and enhancing performance in the workplace. He believes education should be interactive, collaborative, fun and practical.

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