EVENTS:   The State of US-China and Global Rebalancing - William Hess/PRC Macro & Song Gao/PRC Macro & Ming Wu/PRC Macro - 07 May 25     ROADSHOWS: US Retail, E-tail and Consumer Products Equity Research and Stock Picks - Scott Mushkin /R5 Capital /London   08 - 09 May 25       US Value Equity Ideas - Jonathan Boyar /Boyar Research /London   12 - 15 May 25       US Chemicals Equity Research and Stock Picks - Frank Mitsch /Fermium Research /London   14 - 15 May 25      

Fordington Advisors  How to Analyse a Bank

  • Banks are different:
    • Customers are their creditors
    • Government has outsized role
    • Growth may not be your friend
    • Confidence is king
  • Course taught by a former portfolio manager/ financials analyst with ~30 years experience in the sector globally
  • Course content:
    • Understanding a bank's balance sheet
    • Sources of Profitability
    • Valuation
    • Case studies
  • Target audience: analysts with experience in other sectors looking to broaden their understanding of the banking sector