Sustainability Valuation

The trainer is an independent consultant providing online finance Higher Ed and Executive Education (Corporate Finance, Accounting, Private Equity). He was a Financial Services Executive with over 25 years of experience in investment banking, wholesale and retail banking specialising in capital markets, risk oversight, compliance and regulation.

He is a former Deputy Chief Financial Officer in a US$>200bn international financial institution, a former Executive in the UK’s sixth-largest retail bank, and a former Equity Research Analyst at Citigroup, covering for 7 years institutional investors globally in a top-rated team. He is also a former Senior representative with financial regulators (ECB, PRA, FCA, FED) and the IMF. Senior representative at the World Bank/IIF annual meetings.

Experienced advisor in M&A and capital markets programmes; has led deals with top private equity firms and real estate investors including IPOs, buyouts, P2Ps, spin-offs and carve-outs.

Throughout his career has presented over 7,500 hours of financial and capital markets content to a broad range of financial stakeholders worldwide. Since 2014 has been a contributor to world-leading universities and business schools including IE Business School, LSE, The University of Chicago, UNAV (IESE)and ESADE in both undergraduate, MBA and professional education programmes.

Experienced face-to-face and online instructor (experienced in multiple LMS), he is currently under contract with US and Singapore-based OPMs. The trainer makes financially complex concepts simple and accessible by adapting the jargon to the audience’s background.

An experienced international professional(speaks 5 languages and has dual nationality) he is accustomed to and enjoys rich cultural and diverse environments. On an ongoing basis, he has students and professionals from more than 15 different countries including EMEA, APAC and The Americas. Courses are delivered in English and Spanish

• Understand the recent evolution on sustainability and why it has become a critical theme for corporates and investors when assessing value creation.
• Identify Sustainability metrics and data, their relevance, how they are assessed and compared by investors and rating agencies and how to avoid pitfalls (like greenwashing).
• Gain a detailed understanding as non-finance professional of how companies are valued and how Sustainability factors are incorporated into such valuations by mutual funds, pension funds and private equity investors.
• Learn about the latest reporting requirements from a multiple jurisdiction and stakeholder perspective
• Understand the dilemma between compliance and fiduciary duties of both management and investors in regards to Sustainability and learn how to reflect these in fundamental valuation models.

• Updated market trends and regulations, critical in the Sustainability fast-changing landscape
• Review of most recent academic outputs and their implications for valuations
• AI-driven video and audio simulations which replicate life-like situations allow participants to immerse themselves in the subject matter realistically
• Objective approach to data is a tool for participants to nurture their own stance on Sustainability
• A UK focus with a global perspective on Sustainability
• A friendly approach to technical valuation aspects
• Practical analysis of companies’ and investor’s evolving practices

Sustainability factors have been gaining momentum over the last few years and are no longer optional ethical concerns but critical for management and investors to understand companies’ valuations. The Sustain valuation course is designed for those who, without the need to have a financial background, want to gain a critical understanding of the impact Sustainability is having in corporate valuations.

Legal practices and consultants wanting to update their Sustainability knowledge to assist their clients, as well as in-house risk managers and fund managers wanting an in-depth update on the practical aspects of recent Sustainability regulatory developments will find this webinar enriching and a reference tool to validate their Sustainability policies.

As the Sustainability theme becomes more prominent in the life of corporates, so does the need to understand the impact in their valuations. This has so far proven difficult given the changing approach to Sustainability factors by governments, corporates and investors. This Sustainability valuation course provides the tools to have a critical view on the “push-pull” strategies that regulators are implementing across jurisdictions and gain a thorough understanding of how investors are reacting to them to ensure they combine their mandates with developing regulatory obligations. The course materials will enable the participants to gain a critical understanding of the most updates developments and build their own proprietary argument on the state of Sustainability impact on valuations based on fundamentally-driven principles and updated corporate practices.