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Forex Risk Management for Private Equity Firms

(QuantArt along with IIM Calcutta brings this programme)

So far private equity funds have not been extremely focused on foreign exchange risk management. However, as exposure increases, cost savings become critical and Fx becomes more volatile. The need to manage Fx risk appropriately is increasing.

QuantArt along with IIM Calcutta brings a programme on Foreign Exchange Risk Management for Private Equity Firms. The programme will be conducted on 15th and 16th of January, 2021.

This programme will enhance your practical knowledge and understanding of Forex and Rates markets and instruments, specifically useful for Private Equity Firms.

About the Programme

The programme has 4 sessions covering

  • Global Financial Markets and the World economy
  • Fx Economics & USDINR Outlook formation
  • Understanding Hedge instruments & Hedge strategies applicable for PE funds
  • Strategies to manage specific Fx challenges of PE-VC funds

The programme focuses on practical aspects in each of these areas and is geared towards providing usable knowledge that can be immediately applied to the job setting and enable immediate cost savings for the company.

Who should attend this?

  • Executives of Private Equity, Venture Capital and Other funds
  • Corporate Finance Executives handling Investments, Private Equities

Programme Overview

  • Global Financial Markets and the World Economy (15th Jan, 5:00 PM – 6:30 PM)

– Covers US monetary policy

– Global growth

– Trade dynamics

– Effects of the stimulus

– Future of Dollar

  • Fx Economics and USDINR Outlook formation (15th Jan, 6:45 PM – 8:00 PM)

– Studying local and global factors that influence the Fx market

– And forming a view on USDINR.

  • Understanding Hedge instruments and Hedge strategies applicable for PE funds (16th Jan, 10:30 am – 11:45 am)

– Spot

– Cash

– Tom

– Forwards

– Options

– Option structures

– Swaps as applicable for PE funds

– Regulations related to hedging.

  • Strategies to manage specific Fx challenges of PE, VC funds (16 Jan, 12:30 PM – 2:00 PM)

– Large value conversion

– Getting the right Fx price

– Managing uncertainty of time and amount

– Fx management of portfolio companies

– Fx risk on management fees

– Risk Management best practices.

Meet the Faculty

Prof. Partha Ray

Partha Ray is a Professor of Economics at the Indian Institute of Management Calcutta (IIM C) since 2011. At IIMC, he teaches courses on Macroeconomics India and Global Economy; Global Political Economy of the Twenty-first century; Crisis & Contagion; and Issues in Central Banking. He has also taught as a guest faculty in a number of Management Institutes such as IIM Lucknow (course on “Global Environment of Business”) and IIM Ranchi (“India and the Global Economy”). Partha Ray was educated in Calcutta (M.Sc in Economics from Calcutta University), Mumbai (Ph. D in economics from Mumbai University), and Oxford (Diploma in Advanced Management from Templeton College, Oxford University, UK).

Samir Lodha

Samir Lodha founded QuantArt in 2012 January which has been running for the last 8 years. He is an MBA from the Indian Institute of Management Calcutta (IIMC) and has around 20 years of experience in Forex and Interest rate risk management. Prior to that, he had worked in senior positions with foreign exchange treasuries of JP Morgan (Executive Director), HSBC (Associate Director), and ICICI Bank wherein he advised large companies across India on risk management and hedging of foreign exchange and interest rates exposures.  He has significant experience in Fx and rate markets along with a sound experience and understanding of global markets, market economics, hedging strategies, hedge algorithms, price calculation, and risk-return optimization.

Srinivas Puni

Srinivas Puni is an MBA from the Indian Institute of Management Bangalore (IIMB) with over 15 years of experience in structuring forex and interest rates derivatives. He has worked with banks like JP Morgan, Standard Chartered, Yes Bank, and Axis Bank in the past. He conducts training on foreign exchange and risk management as well as advises specifically large clients. Srinivas has an in-depth understanding of the quantitative models behind derivative valuation and related CVA, DVA, FVA modeling. He specifically handles pricing, valuations, structuring, risk modeling etc

Past Participants

Reliance Industries
Bloomberg
Tata PowerGrasim
Sequoia CapitalMitsubishi Electric
IndusInd BankAdani
CargillEXIM Bank
Renew PowerCCIL
HimadriWest Coast Paper
SPICMercedes Benz
ThyssenkruppAXIS Bank
Siddhartha BankBalmer Lawrie
Louis Dreyfus Hindalco
Reserve Bank of IndiaIdea
Tata SteelGeneral Motors
KPMGValvoline
GE ShippingCadilla
Glenmark PharmaGarware Wall Ropes Ltd
CyientLarsen & Toubro
GraphiteSBI
Syndicate BankSumitomo Mitsui Banking Corp.
ONGC Petro AdditionsSchneider Electric

Reliance IndustriesReserve Bank of IndiaBloombergHindalco
Tata PowerTata SteelGrasimIdea
Sequoia Capital
KPMGMitsubishi ElectricGeneral Motors
IndusInd BankGE ShippingAdaniValvoline
CargillGlenmark PharmaEXIM BankCadilla
Renew PowerCyientCCILGarware Wall Ropes Ltd
HimadriGraphiteWest Coast PaperLarsen & Toubro
SPICSyndicate BankMercedes BenzSBI
ThyssenkruppONGC Petro AdditionsAXIS BankSumitomo Mitsui Banking Corp.
Siddhartha BankLouis Dreyfus Balmer LawrieSchneider Electric

Testimonials

“The session is very informative and useful.”

Relationship Manager – Treasury, One of the Top 3 banks in India.

“The content was very apt and the quality of the sessions was good.”

Manager, One of the Big 4 audit firms.

“Practical discussions rather than vague speculation. It was overall a good session indeed.”

Treasury ManagerOne of the largest automotive sector in India.

“Risk Management – Chances of improving profitability as well as cost savings.”

GM – Finance & Accounts, Company specializes in manufacturing Air Handling Systems.

“The quality of presentation and content was great.”

Manager – Corporate Finance & Accounts, One of the largest agro-based company in India.

“The session was very informative and insightful.”

CFO, 

One of the largest French MNC’s.

“The training was very good and helpful and consistent. It was thorough and relevant.”

Sr. Executive (Risk Officer), One of the largest agro-based company in India.

“The session was very interesting and interactive too”

Financial Controls and Process Improvement & CS, One of the largest manufacturers of high-quality engineering components.

Fee Structure

Standard Fees: INR 20,000 + GST.

Special Fees: INR 16,000 + GST, For Limited Seats.

For questions Call us at +919167984491 or email at [email protected]

Contact us for Corporate Booking

Call us at +919167984491 or email at [email protected]

Register and Pay Online

QuantArt retains the right to cancel the registration and refund the money.