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.

 

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