Managing Equity Investments
Why equities deserve a larger allocation when rates rise and refinancing tightens — and how to manage the exposure across instruments and vehicles.
Format
Classroom · Virtual
Upcoming sessions
Pick a session to applyADMISSIONS OPENThe programme
Equities offer investors a long-term return potential no other asset class matches — often with income distribution, and with strategic value to businesses, institutional investment funds and private portfolios. The case sharpens as rising interest rates press on bond prices and a lower refinancing capacity pushes parts of the corporate sector towards restructurings and potential defaults, while IPOs, mergers, privatisations, infrastructure and project finance open new growth opportunities. This workshop works through the case for increasing equity holdings and managing the exposure that follows.
What you will do
Who attends
- Asset managers and mutual fund managers
- Private bankers, wealth managers and family offices
- Financial advisors, consultants and brokers
- Sovereign fund and private investors
Programme agenda
Built for the decisions no textbook prepares you for
I.The case for equities
- Return potential versus other asset classes
- Income distribution and strategic value
- Equities in institutional and private portfolios
II.The macro backdrop
- Rising rates and the pressure on bond prices
- Refinancing capacity, restructurings and potential defaults
- Where new opportunities emerge: IPOs, mergers, privatisations, infrastructure
III.Managing the exposure
- Instruments and vehicles for equity investing
- Sizing equity holdings in the portfolio
- Aligning exposure with mandate and horizon
Frequently asked
Who should attend this equity investments workshop?
Asset managers and mutual fund managers, private bankers, wealth managers and family offices, financial advisors, consultants and brokers, and sovereign fund and private investors. It suits anyone who must build or defend the case for equity holdings in an institutional or private portfolio.
What is the core argument the workshop works through?
That equities offer a long-term return potential no other asset class matches — often with income distribution — and that the case sharpens as rising rates press on bond prices and tighter refinancing pushes parts of the corporate sector towards restructurings, while IPOs, mergers, privatisations, infrastructure and project finance open new growth opportunities.
Is the workshop available in French and in-house?
Yes. BIZENIUS delivers the workshop in English and French, and an in-house edition can be tailored to your mandates and client base. Sessions run on a rolling calendar with dates confirmed on request; fees and quotations are provided on enquiry.
Share this programme
Know the right person for this seat?Nominate a colleague →
In their words
Knowledge transfer, emphasised throughout
“We worked with BIZENIUS for our Fresh Graduates Programme — they are simply amazing. Knowledge transfer and practical learning were emphasised throughout.”
Kuwait Investment Authority
From the Mandate Record
Mandate № 01 · Africa
The training programme that became national regulation
What the team mastered, the regulator wrote into the rulebook.
Open the dossier →
The Capability Arc™
Fix it · Advisory
Advisory & Consultancy
A senior bench across risk, treasury and regulation.
Learning is one point on the Capability Arc. Many institutions pair this programme with the advisory engagement — and automate what the framework demands.
Teams from these institutions train with BIZENIUS
Related programmes
Market Risk Management and VaR Models Masterclass
Identify, measure and mitigate market risk with VaR done honestly — its calculation approaches, its blind spots, and the scenario tools that reach beyond it.
View programmeMarket and Liquidity Risk Management Masterclass
Integrated market and liquidity risk management — measurement methodologies, Basel III and IV expectations, stress testing and the early warning systems that build resilience.
View programmeBanking & Finance
Take the brochure with you.
One request — the full agenda, the faculty and the next cohort dates, sent personally by the admissions team.