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Asset Management
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Asset Management
  • Overview
  • Objectives & Outline
  • Methodology
  • Participant Profile
  • Trainers
  • Overview
    PROGRAMME DETAILS

    DATE

    25 – 26 June 2018

    TIME

    9:00 AM – 5:00 PM

    VENUE

    Asian Banking School
    This workshop introduces participants to the key principles and processes involved in the asset management industry
    LEARNING LEVEL
    Intermediate
    PROGRAMME FEE*

    AICB MEMBER

    MYR

    5,000

    / PAX

    NON-MEMBER

    MYR

    5,500

    / PAX

    *inclusive of GST
  • Objectives & Outline
    LEARNING OBJECTIVES
    By the end of the programme, participants will be able to:
    • Understand the financial services sector and the role of asset management
    • Identify the key types of clients
    • Describe different approaches to fund management
    • Understand how fund managers make money
    • Explore how fund performance is assessed
    PROGRAMME OUTLINE
    • Principles of asset management
    • Asset management policy, strategy and planning
    • Managing asset life cycle decisions and activities
    • Assessing and managing asset management risks
    • The financial and business impact of asset management 
    • Asset management simulation
  • Methodology

    Draws on a blend of tutor-led sessions, individual exercises, group work, pop quizzes, simulations, Bloomberg screen shots, real life case studies and use of Excel wherever possible. This approach helps keep participants engaged throughout and provides them with practical skills, knowledge and insights to take back and apply in the workplace.

  • Participant Profile
    Participants part of the wealth/fund management business line looking to enhance their skills. Participants should already have a sound knowledge of finance fundamentals and capital markets.
  • Trainers

    Corporate Learning Consortium Sdn Bhd

    Ryan Spendelow

    Ryan is the director of MDATraining Hong Kong which serves APAC-based clients. He works with a broad range of clients, particularly focussing in the areas of investment banking, asset management and insurance. Often, his work involves helping clients apply financial and/or interpersonal skills in situations that require improvement in the performance of their business. Ryan is a passionate L&D professional having worked with clients from a range of industries. Having facilitated workshops throughout Europe, North America, the Middle East and Asia, he brings a global perspective whilst appreciating differing cultural requirements.
    Ryan has previously worked in the financial services industry, initially for a New Zealand based stock broker before various roles at HSBC Asset Management in London. He has degrees in Mathematics and Education, as well as a Masters of Finance (First Class Honors).

    Jason Lee

    Jason delivers technical product training for banks, asset managers and investment firms globally. He has built up expertise in training participants ranging from experienced players to new joiners in the equities, fixed income, FX and derivative markets. He is also an expert in using industry leading platforms such as Bloomberg and Thomson Reuters. Jason's work experience covers corporates as well as financial services. Before joining MDA Training, Jason worked at Bloomberg covering the FX, Commodity and Fixed Income markets while conducting training for all new hires into the firm. He graduated from Ivey Business School in Canada with a distinction in Honours Business Administration. He has also studied in Tsinghua University on Developmental Economics. Jason's professional qualifications include the Claritas Investment Certificate by the CFA Institute, and is a level III candidate for the Chartered Market Technician (CMT) designation.

    Noopur Agarwal

    Noopur delivers financial market domain training for investment bank operations. She has trained experienced banking professionals as well as new joiners on equities, fixed income, FX, derivatives markets, trade life cycle and MS excel application. She is experienced in conducting orientation programmes for new joiners. She is also an expert at conducting behavioural training. Noopur has over 6 years of experience in various departments of an investment bank. Before joining MDA Training, Noopur worked at Barclays as a financial trainer and colleague development partner for Mumbai IB operations. She completed her MBA in Global Banking and Finance from the University of Birmingham, UK. She also studied for her MSc in Finance from ICFAI University. Noopur’s professional certifications include Level I and II of CISI Investments operations certificate (IOC).

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