Financial Modeling and Valuation Workshop
  • Introduction
  • Agenda
  • Experts
  • Venue
  • Partner
  • Registration

Every asset has its price and this seminar will help you find it. Join Andrew Stotz as he shares his 20 years of professional experience valuing companies. You will learn how to understand companies and investing through Andrew’s 4 Elements: Fundamentals, Valuation, Momentum, and Risk (FVMR). Andrew will guide you to build solid forecasts and help you avoid major pitfalls of forecasting. Next you will learn the various conventional and unconventional methods of valuation. Andrew will then explain how momentum and risk impact valuation and the levers that drive these elements.

From this class you will learn how Andrew has combined theory into his years of practice of valuation experience. The course will be case-based and will give you a chance to build your own valuations, so bring your notebook computer and get ready to build valuations that are clear and simple, valuations that will help you make money.

What You Can Learn
   •  Value any company
   •  Valuation in a larger framework of factors
   •  How to forecast and avoid forecasting pitfalls
   •  How to reliability apply theory to your valuation practice
   •  How to better understand and explain your valuation decisions

Who should attend?
   •  Investors who are valuing companies
   •  Those who value companies for a living
   •  Company owners who want to understand how buyers will value their company

Materials
   •  Bring your notebook computer with Microsoft Excel
   •  You will be provided handouts of materials

9:00am - 9:30am
Registration

9:30am - 10:00am
Introduction
Introduction to speaker and attendees
Learning outcome discussion
Overview of the FVMR Framework

10:00am - 11:15am
Part 1: Forecasting
How to build a simple, yet effective financial model
Understanding the drivers of profit

11:15am - 11:30am
Tea Break

11:30am - 12:45pm
Part 2: Valuing cash flow
Building the discounting framework
Considering various cash flows in that framework
Determining the right discount rate

12:45pm - 1:45pm
Lunch Break

1:45pm - 3:00pm
Part 3: Using multiples to value business
Understanding multiples of sales and profit
Considering balance sheet multiples
Understanding the relationship between cash flow and multiple valuation

3:00pm - 3:15pm
Tea break

3:15 - 4:30pm
Part 4: Drivers of value
Understand the four factors that enhance the value of any business
Properly presenting the value of a business

4:30pm - 5:00pm
Wrap up
Review of Learning Outcomes
Questions and Answers

Andrew Stotz Andrew Stotz CEO, A. Stotz Investment Research
Connect via  
 

The Lalit Hotel Mumbai
Sahar Airport Road, Andheri East, Opp. Hotel Leela, Mumbai,
Maharashtra 400059

In case of queries, please email us at training@vccircle.com


Standard Fee: INR 17,900* + Service tax (14.5%)

Early Bird Discount:

Till 19th April - 20% Discount i.e. INR 14,320* plus Service tax (14.5%)

Till 22nd April - 15% Discount i.e. INR 15,215* plus Service tax (14.5%)

WSJ

*Includes 1 year subscription of VCCircle Premium + The Wall Street Journal (WSJ.com)

For more queries speak to Raj on +91-120-4171111/ +91- 9560888933 or write at training@vccircle.com  

There are two ways to register:

 1) Online registration: Click Here
 2) Offline registration through cheque/DD  |  Download offline registration form: Click Here

Cheque/DD to be made in favor of: Mosaic Media Ventures Pvt Ltd (payable in New Delhi to:

Mosaic Media Ventures Pvt. Ltd.
A-83, Ground Floor,
Sector -2, Noida - 201301

Please attach a note with details of the cheque.
Name of the delegate(s), Organization, Designation, Address, Contact No., E-mail ID

You can also directly deposit cash, submit cheque or transfer online to our ICICI Bank a/c:
Account Name: Mosaic Media Ventures Pvt. Ltd.
Account No: 629705014337
Branch Name: Mayur Vihar - Phase 1 
IFSC Code: ICIC0006297

Refund and Substitution Policy (Differ from one programme to other, please read carefully):

No refunds will be granted for cancellations made within 7 days of the workshop. Those delegates who have confirmed and do not attend, are liable to pay the full course fee and no refunds will be granted.
Cancellation fee of 50% will be applicable 15 days prior to the workshop.
Cancellation fee of 25% will be applicable up to 21 days prior to the workshop.
Participants can cancel their registration 30 days prior to the event for a full refund.
Substitutions within a company are permitted through the workshop/training date, request must be by email to 
training@vccircle.com
Company reserves the right to amend content, expert, venue & date(s) of the workshop
Participants will be refunded the registration fee in full in case the workshop gets cancelled.
Company assumes no liability for any costs including transportation, hotel reservations or any other costs incurred by participants in the event of cancellation