財務金融人才


全球另類投資配置與組合設計實務工作坊
Advanced Workshop on Global Alternative Investment Allocation and Portfolio Design

9/9(三) 09:00-17:00

 

 目標學員

適合具 5~8 年投資部、企業金融、企劃 等實務經驗之銀行從業人員

 

 課程大綱

Introduction to Alternative Asset Classes

Strategic Asset Allocation and Diversification Techniques

Portfolio Construction Methodologies and Risk Return Optimization

Due Diligence and Manager Selection in Alternative Investments

Liquidity, Valuation, and Regulatory Considerations

Case Studies: Multi Asset Portfolio Design and Performance Analysis

Workshop Wrap Up

 

講師介紹 - Ms. Deepali Singh

 

Deepali Singh is a distinguished finance professional, educator, and entrepreneur with a career spanning investment banking, credit risk analysis, and global financial training. She is the Founder & CEO of The WallstreetWiz, a leading applied-finance training platform, and serves as a Visiting Faculty at Ashoka University, where she teaches corporate finance and entrepreneurship.
Professional Career

  • Founder & CEO, The WallstreetWiz Deepali established The WallstreetWiz to deliver hands-on financial modeling and applied finance training to professionals at top-tier investment banks, private equity funds, and corporations worldwide. Her programs emphasize practical skills, case-based learning, and communication excellence.
  • Visiting Faculty, Ashoka University At Ashoka University, she teaches courses in corporate finance and entrepreneurship, blending academic rigor with real-world deal-making experience. Her teaching methodology focuses on preparing students to thrive in global financial markets.
  • Investment Banking Division, Credit Suisse (London) At Credit Suisse, Deepali led analytical and financial modeling initiatives for mergers & acquisitions, leveraged buyouts, and equity valuations. She specialized in telecom and media sectors across Europe, Russia, the Middle East, and Africa, advising on complex cross-border transactions.
  • Credit Rating Analyst, J.P. Morgan & Standard & Poor’s Earlier in her career, she served as a credit rating analyst at J.P. Morgan and Standard & Poor’s, gaining deep expertise in credit assessment, rating methodologies, and financial risk analysis.

 

財務金融人才


全球另類投資配置與組合設計實務工作坊
Advanced Workshop on Global Alternative Investment Allocation and Portfolio Design

9/9(三) 09:00-17:00

 

 目標學員

適合具 5~8 年投資部、企業金融、企劃 等實務經驗之銀行從業人員

 

 課程大綱

Introduction to Alternative Asset Classes

Strategic Asset Allocation and Diversification Techniques

Portfolio Construction Methodologies and Risk Return Optimization

Due Diligence and Manager Selection in Alternative Investments

Liquidity, Valuation, and Regulatory Considerations

Case Studies: Multi Asset Portfolio Design and Performance Analysis

Workshop Wrap Up

 

講師介紹 - Ms. Deepali Singh

 

Deepali Singh is a distinguished finance professional, educator, and entrepreneur with a career spanning investment banking, credit risk analysis, and global financial training. She is the Founder & CEO of The WallstreetWiz, a leading applied-finance training platform, and serves as a Visiting Faculty at Ashoka University, where she teaches corporate finance and entrepreneurship.
Professional Career

  • Founder & CEO, The WallstreetWiz Deepali established The WallstreetWiz to deliver hands-on financial modeling and applied finance training to professionals at top-tier investment banks, private equity funds, and corporations worldwide. Her programs emphasize practical skills, case-based learning, and communication excellence.
  • Visiting Faculty, Ashoka University At Ashoka University, she teaches courses in corporate finance and entrepreneurship, blending academic rigor with real-world deal-making experience. Her teaching methodology focuses on preparing students to thrive in global financial markets.
  • Investment Banking Division, Credit Suisse (London) At Credit Suisse, Deepali led analytical and financial modeling initiatives for mergers & acquisitions, leveraged buyouts, and equity valuations. She specialized in telecom and media sectors across Europe, Russia, the Middle East, and Africa, advising on complex cross-border transactions.
  • Credit Rating Analyst, J.P. Morgan & Standard & Poor’s Earlier in her career, she served as a credit rating analyst at J.P. Morgan and Standard & Poor’s, gaining deep expertise in credit assessment, rating methodologies, and financial risk analysis.