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M21040 - Valuation of unlisted complex financial instruments (Online)

  • 3 Jun 2021
  • 13:30 - 16:45
  • Online Webinar

Registration


Registration is closed
Registration Time: 13.15
Sessions Time: 13.30 - 16.45 including a 15-minute break
Speaker: Mr Michael Zarb & Mr Bonavent Gauci
Venue: Online Webinar

Participation Fees (The Institute is now accepting payments via Paypal)
MIA Members: €40.00
Non-MIA Members: €75.00
Retired Members: €20.00
Students: €30.00
*Group bookings for 3 or more participants available.

Background Information


Valuation of complex financial instruments is required for financial reporting, planning, portfolio valuations, investor reporting and shareholder transactions. The knowledge and skills needed to successfully value complex financial instruments goes beyond basic business valuation methods, approaches, and techniques.

Objectives of the session

This session is designed to give practitioners an understanding of the fundamentals underlying the valuation of some of the most common complex financial instruments such as financial options, options embedded within fixed income securities and other derivatives such as forward contract and swaps.

TOPICS ON THE AGENDA

  • Eligibility to the NID, including:
  • The valuation of complex financial instruments: introduction and context
  • An introduction to the valuation of financial options
  • Valuation of fixed income instruments including the valuation of debt and embedded options
  • Valuation of other market derivatives

Target Audience

This session is targeted to individuals employed in the financial services industry, such as banks, insurance and asset management and auditors of such institutions as well as professionals employed with companies that make use of such complex financial instruments on a regular basis.

Speaker's Profile

Michael Zarb is a Director at Deloitte, specialising in valuation work and debt advisory. He is a qualified accountant and an experienced corporate finance professional. Throughout his career Michael has led various valuation assignments, ranging from valuing tangible and intangible assets for corporate reporting requirements, to valuing investments and derivatives for assisting funds produce regular NAV updates, or to assist in strategic decision making and investment appraisal, M&A activity and for tax purposes. Michael is a Chartered Accountant (ICAEW) and holds a BA (hons) from the University of Leicester and an MSc from the London School of Economics
Bonavent Gauci  is a Deals Partner in PwC’s Advisory practice. He joined the firm in 2000 after graduating with a first-class honours Bachelor of Accountancy degree from the University of Malta. Bonavent specialises in corporate finance, valuations, strategic business advisory, mergers and acquisitions and due diligence. Over the years, he has assisted a number of clients in corporate transactions throughout the entire deal cycle. He also advised various clients in relation to fund raising including equity and bonds public listings and in the submission of applications to raise bank funding. Bonavent leads the team, which prepares independent experts’ valuations, the valuation of complex financial instruments and hard to value assets. Bonavent’s client portfolio comprises companies operating in a wide range of industries including i gaming, alternative energy, hospitality, aviation and other industries .Bonavent is an accredited PwC trainer and has delivered various training sessions to PwC staff both in Malta and overseas. He delivered various training sessions at the PwC Academy in connection with the valuation of complex financial instruments and other hard to value assets.In 2009, Bonavent graduated from Warwick Business School with distinction obtaining a Master in Business Administration specialising in corporate finance and strategic management.

EVENT CPE COMPETENCES

3 Hours Core 


WEBINARS TERMS AND CONDITIONS


Terms and conditions  apply


DISCLAIMER


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