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 · Live 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
Do these programmes cover the Basel III final reforms and the ICAAP/ILAAP cycle?
Yes. The BIZENIUS banking curriculum is built around the Basel III endgame, ICAAP, ILAAP, IRRBB, IFRS 9 provisioning, stress testing and BCBS 239. Participants leave able to quantify the output floor on their own portfolios, write capital and liquidity documents that withstand supervisory review, and defend the numbers to their board.
Are the programmes adapted to regional supervisors such as SAMA, CBUAE or BCEAO?
Casework is built around supervisory documents rather than textbook theory, and faculty include former practitioners who have sat on both sides of an examination. Programmes address the questions SAMA, CBUAE, BCEAO and other home regulators actually put to the desk, and an in-house edition can be tailored to a single jurisdiction.
How do I secure a seat on a banking programme?
Apply for a seat or request the brochure from the programme page. A senior practitioner — not a sales team — responds within one business day, and the brochure arrives with that reply. BIZENIUS runs on enquiry: there is no online checkout.
Can a programme run in-house for our bank?
Every BIZENIUS programme can be delivered in-house, tailored to your balance sheet, your regulator and your data, in English or French. Many institutions start with an open cohort, then commission a private edition for the wider team.
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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
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The Capability Arc™
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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.
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Take the brochure with you.
One request — the full agenda, the faculty and the next cohort dates, sent personally by the admissions team.