Financepts expertise relates to how new trends and market developments influence financial decision-making on issues including financial strategies, capital structuring, corporate and capital restructuring and risk management procedures.
 
Corporate Finance
The goal of this area of instruction is to prepare participants to think more creatively by linking financial theory with innovative financial solutions. The premise relies on a full understanding of basic business strategy before considering financial solutions.

Specific topics within this concentration include:
  • capital budgeting procedures
  • corporate performance measurement systems
  • valuation techniques.

Capital Markets
This concentration explores various methods of financial structuring using the capital-raising tools available to corporations including: public and private debt, equity, hybrid instruments and off-balance-sheet financing techniques. Product discussions assess the advantages and disadvantages of alternative financing instruments in terms of cost, the effect on capital structure, rating agency criteria and market conditions. The incorporation of real-world case studies and exercises illustrates how the decision factors of companies relate to the objectives and preferences of investors.

Corporate Combinations and Restructuring

To implement business strategies, firms today often employ techniques that rationalize their business units or overhaul their capital structure. Many of these techniques are indispensable for financial professionals seeking solutions beyond tradition capital raising.

Topics in this area include:

  • mergers
  • acquisitions
  • divestments
  • leveraged buyouts
  • carve-outs
  • spin-offs
  • split-offs
  • targeted stock
  • share buybacks

For closely-held companies, topics include ownership transition and estate planning.

Derivatives
Financepts risk management seminars analyze and discuss the latest techniques and derivative strategies used by corporations to manage current and anticipated risks faced by companies on a daily basis. Seminar participants examine all of the tools and instruments employed to mitigate financial risk exposures including interest rate and foreign-exchange futures, forwards, options and swaps.

Portfolio Management
Financepts offers seminars in both fixed-income and equity portfolio management. Major asset classes are differentiated with an integrated allocation approach. These seminars also address the various security selection criteria applied in today’s market environment.
 
 
 
 
 
 
Contact Us

610-408-0519 or 610-408-0523 fax
655 Augusta Court • Berwyn, PA 19312 USA