Portfolio Management and Corporate Finance Principles

Portfolio Management and Corporate Finance Principles



  • Acquire detailed knowledge of available financial instruments
  • Comprehend the distinctions between active and passive portfolio management
  • Understand the issues in raising long term and short term finance
  • Apply sophisticated investment appraisal techniques
  • Reconcile the remuneration needs of all stakeholders


  • Senior executives who want to fully and knowledgeably participate in financial decisions. The hands on, and real world approach will resonate with senior management and will provide immediate opportunities for application in the work place
  • Junior executives needing to expand their skill to help them progress up the career ladder



The Portfolio Management and Corporate Finance Principles EuroMaTech training course will make extensive use of real world examples and case studies. The focus will be on understanding, rather than computations. To facilitate understanding the case studies will use Excel®. Delegates will be encouraged to share their own work experiences and how the training material can help them improve decision making.


Each day of the Portfolio Management and Corporate Finance Principles training course will be incremental, culminating in practical knowledge on raising capital, utilising capital in physical investment decisions and dissipating residual earnings to stakeholders. Portfolio Management and Corporate Finance 


Debt Securities and Equity Securities

  • Understand different types of debt and equity securities
  • Compare risk and return of equity and debt instruments
  • Bond pricing and equity valuation
  • Passive portfolio management
  • Active portfolio management

Derivatives and Alternative Investments

  • Characteristics and features of derivatives contracts
  • Hedging risk using futures and option contracts
  • Achieving leverage using derivative contracts
  • Pricing of derivative contracts
  • Advantages and limitations of alternative investments

Short and Long Term Financing

  • Financing companies for growth
  • The capital structure decision, theories and evidence
  • The IPO process
  • The pros and cons of achieving a stock market listing
  • The advantages and disadvantages of debt

Investment Appraisal and Company Valuation

  • The weighted average cost of capital
  • NPV, IRR, payback and modified payback
  • Evidence from CFO’s on preferred techniques
  • Real options
  • Free cash flow approach

Dissipation of Residual Earnings

  • The remuneration decision
  • The role of share options
  • The dividend decision
  • Dividend policy in action
  • Mergers and acquisitions


A Certificate of Completion will be issued to those who attend & successfully complete the programme.


08:30 – 10:15 First Session

10:15 – 10:30 Coffee Break

10:30 – 12:15 Second Session

12:15 – 12:30 Coffee Break

12:30 – 14:00 Third Session

14:00 – 15:00 Lunch


The Fee for the seminar, including instruction materials, documentation, lunch, coffee/tea breaks & snack is: