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Port Valuation & Financial Modelling Course (Hong Kong) 2017

12 - 14 September 2017

Introduction

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Early Bird Rate: 2375
Book before 1 August 2017


Standard Rate: €2795

*10% for multiple bookings
(2 or more delegates booked at the same time from the same company)

For more information please contact:
Sacha Dijksman
E: sacha@portfinanceinternational.com

The Objective of the Port Valuation & Financial Modelling Course – taking place in Hong Kong on 12th, 13th and 14th of September 2017 - is to enable participants to conduct a detailed Port Valuation Study with the help of a tailor-made financial model. Participants will follow a 3-day training course, where participants will receive hands-on training on the industries' valuation dynamics and the best practices for modelling the complex valuation questions. The course is organized by Port Financial International, the leading online news portal and community for the latest developments in port investment and operations, in association with MTBS, the leading port and terminal valuation & transaction advisory company.

The course is focused on the following 4 main topics:

  1. Port Financial Modelling
  2. Project & PPP Feasibility
  3. Equity Valuation
  4. Bankability Assessment

The course makes use of a Project Case, which will follow the logical steps in the Project Implementation Process: from Feasibility to PPP Implementation and Bankability. Participants will have to take an active role in the 3-day course: participants will be asked to conduct modelling exercises and interpret and present their own modelling results.

Target Audience

The Port Valuation & Financial Modelling Course is developed as a training course for a range of professions:

  • Staff members and mid-management level officials that are active in the port sector or direct stakeholders of the port sector. Although the course does contain some basic financial modelling training, the Project Case and Valuation exercise are very much focused on Port-specific topics;
  • Top-management officials that are active in the port sector or direct stakeholders of the port sector. Although top management-officials are rarely involved in creating a financial model, they can benefit from an increased understanding of the complexities of modelling and of the possibilities and limits of a financial model.

Prerequisites

For optimal results, a certain level of experience is expected. The participants are required:

  • To speak English;
  • To have a basic knowledge of finance;
  • To have a working knowledge of MS Excel.

Participants are not required to have in-depth financial modelling experience, although such experience can be beneficial for the understanding of more complex modelling topics.

Class sizes are limited to a maximum of 20 participants.

Book your place here!
or contact sacha@portfinanceinternational.com

Course Outline

The course will provide participants an overview of the logical steps of a Port Valuation Study, by making using of a Financial Model. The Course is structured along the phases of Port Valuation: determining Project Feasibility, determining PPP Feasibility & the optimal PPP Structure and assessment of Equity Return & Bankability. The course provides an overview of the most recent developments in Port Valuation, as well as the perspectives of different stakeholders: Public Authorities, Terminal Operators, Shipping Lines, etc.

Modules
The training course consists of three modules spread over three days.

Materials
Participants will be provided with the following curriculum materials:

  • Course Plan & Agenda
  • Case Study
  • Handouts for all the modules
  • Additional reading

Financial Model
The participants will be provided with a basic financial model, developed by the MTBS Financial Modelling experts. The participants will develop this financial model throughout the course: the basic financial model will first be used for the Project Feasibility assessment, then for the PPP Feasibility Assessment and as a last step for the Bankability Assessment & Equity Valuation. The MTBS experts have developed a large number of exercises, which will have to be undertaken by the participants. The participants will be provided with financial models that contain the solutions as well.

Each training day will run from 9am to 5pm and all materials, refreshments and lunch are included in the course fee. Participants are required to bring a laptop with MS Excel. Plenty of time will be set aside throughout the training program to review the specific course aspects and reflect within the group. Participants are invited to elaborate on specific Port Valuation exercise from within their own experience/companies. Interaction between the participants on real-life issues is encouraged and is regarded as a valuable addition to the course program.

Day 1

09:00 - 13:00

MODULE 1A: INTRODUCTION TO PORT PROJECT VALUATION & FINANCIAL MODELLING

• Course Introduction & Organization
• Financial Model Basics
• Port Valuation Basics
• Setting up a Port Financial Model
14:00 - 17:00

MODULE 1B: PORT PROJECT FEASIBILITY VALUATION & MODELLING

• Modelling the Main Building Blocks of a Feasibility Model
• Interpreting the Results of a Feasibility Model
• Drafting a user-friendly cockpit/dashboard for non-modellers
• Limits of Financial Models: do's and don'ts
   

Day 2

09:00 - 13:00

MODULE 2A: PPP FEASIBILITY & FINANCIAL MODELLING

• Background: PPP structures in the Port Sector
• Transforming a Feasibility Model into a PPP Model
• Ensuring PPP model flexibility in the Financial Model
14:00 - 17:00

MODULE 2B: PPP FEASIBILITY & FINANCIAL MODELLING

• Drafting the Output of a PPP Model
• Effect of PPP Assumptions on Valuation
• Specific PPP Valuation Assessments: e.g. Value for Money, Public Sector Comparator
   

Day 3

09:00 - 13:00

MODULE 3A: MODELLING & ASSESSMENT OF EQUITY RETURN AND BANKABILITY

• Background: Funding structures in the Port Sector
• Including Funding in the Financial Model
• Ensuring Funding Flexibility in the Financial Model

14:00 - 17:00

MODULE 3B: MODELLING & ASSESSMENT OF EQUITY RETURN AND BANKABILITY

• Interaction between PPP structures and Bankability & Equity Return
• Specific Bankability Checks
• Producing & interpreting equity returns

About


About the trainers

Reinout Polders is a senior consultant at MTBS. He has extensive experience with port advisory projects. His main expertise is focused on financial and economic valuation of port (PPP) projects. Reinout passed Level II of the CFA exam and is a 2017 Level III Candidate in the CFA Program. He is a trained financial modeler and has also developed multiple traffic forecast models. Reinout Polders has working experience in Africa (South Africa, Nigeria, Kenya, Ethiopia and Somaliland), the Middle East (Saudi Arabia and Egypt) and Europe (Slovenia, UK and Ireland).




Reinout
Adriaan de Gruijter is a consultant at MTBS and holds an MSc degree in Finance and Investments and an MSc degree in Strategic Management, both of which were obtained from the Erasmus University in Rotterdam. In line with, and to further deepen, his affinity with Finance, Adriaan took, and passed, the December 2015 CFA Level I Exam.
Through his work as a Port Consultant at MTBS, he has further honed his skills pertaining to Finance and Strategy Advisory. Additionally, Adriaan has developed a deep and broad geographic knowledge of the port sector, with completed and ongoing port projects in, inter alia, Sierra Leone, Kenya, Guinea, Oman, Saudi Arabia, Qatar, Barbados, Trinidad & Tobago, Surinam, the Bahamas, Belize, Guyana, Dominica, St. Kitts & Nevis, Antigua and Barbuda, Grenada, St. Vincent and the Grenadines, and St. Lucia.
Adriaan


About the Partners

Port Finance International - PFI is the leading online journal for the latest developments in port investment and operations. Featuring editorial content targeted to industry leaders and experts the journal includes daily news, features and insight related to port financing around the globe. Besides online news, PFI also provides a platform and a community for senior industry experts and players to review, analyze and discuss the current market via focused conferences and training programmed worldwide. PFI's news coverage is supported by these events, which feature key industry figures and address current market challenges and trends as well as providing industry players with essential networking opportunities.

Logo PFI
Maritime & Transport Business Solutions - MTBS is an international finance and strategy advisory firm, offering entrepreneurial business solutions to clients in the maritime and transport sector. MTBS specializes in ports and terminals, and provides leading expertise in the areas of strategy, valuations, transactions and finance. The firm combines its market sector knowledge and state-of-the-art financial competences into one value proposition: "4P: innovative solutions for Port Public Private Partnerships". MTBS has a broad and active global portfolio of strategy and transaction advisory mandates for leading Port Authorities and Terminal Operators. mtbs Logo - High Res

Partners

 

 

Knowledge Partner
MTBS



Media Partners

Global Maritime Hub show me transport logo CloCate

 

  

Delegate Info

Conference Venue: 

Venue:
The Excelsior
Address: 281 Gloucester Rd, Causeway Bay, Hongkong

Map: https://goo.gl/maps/Wdxf5iud7oC2 

 
Visa:
Please note that Port Finance International cannot assist you with applying for or obtaining visas. For information about visa requirements and application procedures please contact your local Embassy or Consulate.
Visa policy of Hong Kong
Source:Wikipedia

Register

Early Bird Rate: €2375
Book before 1 August 2017

Standard Rate: €2795


10% discount for 2 or more delegates from the same company when booked at the same time.
Please note you may be asked for proof of company.

Only one discount may be applied to any booking - PFI will apply the greater discount.

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Terms & Conditions
PAYMENT POLICY: Payment is due in full at the time of registration and includes lunches, refreshments and conference materials.

Cancellation Refund Policy
  • 8 weeks plus = 100%
  • 6 weeks plus = 75%
  • 4 weeks plus = 50%
  • Less than 4 weeks = no refund
Substitutions may be made at any time in writing.

PROGRAMME CHANGES: For reasons beyond the control of Port Finance International, it may be necessary to alter the content, the speakers and/or the timing of the sessions. In the unfortunate event of a cancellation, Port Finance International is not liable for any cost incurred by delegates in connection with their attendance.

CONFIRMATION: You will receive confirmation in writing of your booking. If you have not received this, please contact us at sacha@portfinanceinternational.com.

DATA PROTECTION: The personal information provided by you to us for the purpose of your booking will be held on a database and may be shared with other companies in the Port Finance International. These details may also be used to keep you up to date with further developments in your industry. Sometimes your details may be obtained from, or made available to external companies. If you do not wish your details to be used please let us know.

**All discounts must be applied at time of booking and cannot be given retrospectively under any circumstances.**

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ABOUT US

Port Finance International provides online news and conferences worldwide. It is a platform and a community for senior industry experts and players to review and discuss the market. Our online news team provides daily coverage of international port finance, investment and operations news. A weekly e-newsletter- sent to readers free of charge - covers the key news and views of the week.

Port Finance International's conferences and training programmes are held across the globe. These events feature key industry figures and they address market challenges and trends as well as providing industry players with essential networking opportunities.

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