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
- 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)
– 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 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 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
|Sequoia Capital||Mitsubishi Electric|
|Himadri||West Coast Paper|
|Siddhartha Bank||Balmer Lawrie|
|Reserve Bank of India||Idea|
|Tata Steel||General Motors|
|Glenmark Pharma||Garware Wall Ropes Ltd|
|Cyient||Larsen & Toubro|
|Syndicate Bank||Sumitomo Mitsui Banking Corp.
|ONGC Petro Additions||Schneider Electric|
|Reliance Industries||Reserve Bank of India||Bloomberg||Hindalco|
|Tata Power||Tata Steel||Grasim||Idea|
|Sequoia Capital||KPMG||Mitsubishi Electric||General Motors|
|IndusInd Bank||GE Shipping||Adani||Valvoline|
|Cargill||Glenmark Pharma||EXIM Bank||Cadilla|
|Renew Power||Cyient||CCIL||Garware Wall Ropes Ltd|
|Himadri||Graphite||West Coast Paper||Larsen & Toubro|
|SPIC||Syndicate Bank||Mercedes Benz||SBI|
|Thyssenkrupp||ONGC Petro Additions||AXIS Bank||Sumitomo Mitsui Banking Corp.|
|Siddhartha Bank||Louis Dreyfus||Balmer Lawrie||Schneider Electric|
“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 Manager, One 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.”
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.