A Workshop on Advanced Valuation Techniques | Chennai
Valuing a business is not just about applying quantitative techniques or theoretical frameworks—it is about understanding the nuances and qualitative factors that shape a company’s true worth. Recognizing this, CFA Society India is pleased to host an exclusive workshop designed to deepen your understanding of valuation theory while uncovering the practical insights essential for real-world application.
This comprehensive session will provide participants with a robust foundation in valuation principles, enriched by an engaging case study on valuing a company. By bridging theory and practice, attendees will gain a well-rounded perspective on the art and science of valuation.
The workshop is tailored primarily for members of CFA Society India. However, a limited number of seats are available for CFA Program candidates eager to enhance their expertise in this critical area of finance.
The session will be led by Mr. Yogesh Sundaram, CFA, a seasoned valuation expert and the promoter of Omega Valuation Services. With extensive experience in valuing businesses and financial instruments for private placements, mergers and acquisitions, corporate actions, and other special situations, Mr. Sundaram will offer valuable insights drawn from years of professional practice.
Don’t miss this opportunity to sharpen your valuation skills and gain practical insights into one of the most vital aspects of finance. Secure your seat today!
DETAILS:
DATE: Saturday, 7th December, 2024
TIME: 10:00 a.m. to 5:00 p.m. (Reporting time 9:30 a.m.)
VENUE: TBD
NOTE: Participants need to carry their laptop
REGISTRATION:
CFA Society India Members: INR 500
Currently Registered CFA Candidates: INR 1,500
Passed Level III of the CFA® Program: INR 1,500
Yogesh Sundaram, CFA; Promoter, Omega Valuation Services
Yogesh Sundaram, CFA, is the promoter of Omega Valuation Services, a financial advisory firm based in Chennai that specializes in the valuation of businesses and financial instruments for private placements, mergers and acquisitions, corporate actions, and other special situations. With over 15 years of experience in financial services, Yogesh has built expertise in equity research, portfolio management, investment advisory, and valuation across a wide range of asset clases.
5 PLCFA Institute members can claim PL credit by providing their CFA Institute ID number when registering. |
 Global Passport Accredited Programme Allows members of participating CFA societies to attend each other's society events at the local member price |