Upcoming Events

Investment Stewards Workshop

PRACTITIONER WORKSHOP ON MASTERING MULTI-ALTERNATIVES INVESTING DAY 1/2 – PORTFOLIO IMPLEMENTATION Portfolio Implementation 1) Fundamentals of Portfolio Implementation The Role of Total Portfolio Approach with Public & Private asset classes Strategic Asset Allocation Principles Goals-Based Approach Regime-Based Approach Factor-Based Approach 2) Fund Vehicles Liquid Fund Structures Semi-Liquid Fund Structures Strategy Considerations 3) Investment Due Diligence Overview of investment due diligence Qualitative, Quantitative, Operational & Business due diligence 4) Defining Market Views and Portfolio Objective 5) Portfolio Allocation and Rebalancing 6) Return Attribution and Asset-Level Rebalancing 7) Use Cases and Practical Issues DAY 2/3 – PRIVATE MARKET INVESTMENTS Private Market Investments 1) Introduction to Private Market Investments Commitment Models & Forecasting Cash Flows Maintaining & Deciding on an Appropriate Allocation Managing Unfunded Commitments 2) Private Debt: Fundamentals Overview of Capital Structure Liquidity, Interest Rates and Credit Categorization of Private Debt Strategies Private Corporate Lending & Asset-based Lending 3) Private Corporate Lending Trends in private corporate lending Secured direct lending, Mezzanine, Venture & Distressed debt Risk and return 4) Asset Allocation / Portfolio Construction 5) Use Cases and Practical Issues DAY 3/4 – ASSET BASED LENDING & DIGITAL ASSETS Asset Based Lending & Digital Assets 1) Asset Based versus Cash Flow Based Lending Real Estate, Infrastructure & Farmland Debt Balance Sheet Lending & Specialty Finance 2) Risk and Return 3) Use Cases and Practical Issues Digital Assets An overview of Digital Asset Ecosystem An introduction to Blockchain Technologies Evolution of Digital Assets Primary Use Cases: DeFi, Token Securities, Web3.0 DAY 4/5 – PRIVATE EQUITY Private Equity 1) Introduction to Private Equity Private vs. Public Equity Markets Performance Measurement & Style of Investing Private Equity Performance Expectations 2) Venture Capital Stages of Venture Capital Investing Venture Capital Fund Analysis & Investing 3) Growth Equity Introduction & The Role of Growth Equity 4) Buyout Strategies 5) Private Equity Portfolio Implementation 6) Use Cases and Practical Issues REGISTRATION & PAYMENT INFORMATION Fee: USD 1,500 (Conference fees only, per person) Payments should be made to the account details of CountryWealth Advisors Ltd as follows: UGX Account Account Name: CountryWealth Advisors Ltd Bank: NCBA Bank Account Number: 219707200018 Branch: Rwenzori Towers USD Account Account Name: CountryWealth Advisors Ltd Bank: NCBA Bank Account Number: 219707200025 Branch: Rwenzori Towers CONTACT INFORMATION Ruth Amongin Chief Executive Officer, CFA Society East Africa 4th Floor, AHA Towers, Lourdel Road, Kampala, Uganda Joanitah Nantongo Phone: +256 781 181819 Email: [email protected]