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
VCC Events opens up the avenues for participation. Join hands to be a part of India’s largest gathering of alternative investments leaders, industry stakeholders and Asia’s influential limited partners, general partners and marquee advisors. Your chance to actively participate and augment yourself as thought leaders.
Mumbai
The Lalit Hotel Mumbai
Sahar Airport Road, Andheri East, Opp. Hotel Leela, Mumbai,
Maharashtra 400059
Drop us a line and we will call you.
