ALM and balance sheet management: fundamental principles workshop

  • Treasury and capital markets risk
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Key reasons to attend  

  • Gain the tools necessary to determine risk appetite strategy  
  • Comprehend how key strategic treasury decisions are made  
  • Recall interest rate in the banking book metrics 

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About the course

In this learning opportunity, participants will learn best practice approaches of ALM and balance sheet management by exploring the balance sheet structure and Alco functions within treasury.  

 

Participants will obtain the necessary tools to address diverse types of risks related to ALM – such as liquidity risk and interest rate risk. Key sessions will upskill participants to integrate topical climate-related risks and sustainability aspects into the balance sheet. This course will allow participants to learn alongside the subject matter expert the emerging best practices applied in the risk environment. 

 

Highly interactive case studies will encourage discussions among peers and the expert tutor for enhanced learning, providing in-depth content and examples. 

Learning objectives

  • Evaluate capital adequacy and its regulatory requirements  
  • Manage balance sheets in volatile rate environments  
  • Assess the role and processes of the Asset-Liability Committee (Alco) 
  • Drive competitive advantage from emerging technologies 
  • Navigate the new treasury role and applications with climate risks 
  • Align key strategic asset-liability management (ALM) frameworks and regulatory guidelines  

Who should attend

  • ALM 
  • Alco members 
  • Interest rate risk 
  • Liquidity risk 
  • Risk management 
  • Balance sheet management  
  • Stress-testing  

Agenda

May 28–29, 2024

In-person. Location: Singapore Land Tower, 50 Raffles Place, Singapore 048623

Sessions:

  • The evolution of asset-liability management (ALM) and the Asset-Liability Committee (Alco) process  
  • Introduction to ALM
  • Balance sheet management
  • Case study
  • Deep diving into ALM and balance sheet management
  • Balance sheet management competitive advantages from diverse industry participants
  • Practical learnings and responses from risk governance decisions
  • Simulation tool

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Tutors

Nicolas Wood Risk Learning Faculty

Founder

FinTorque Pte Ltd

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Nicholas Wood is the founder of FinTorque who create bespoke Risk, Finance & Treasury solutions for FI’s and gamification products with Augury Insights for financial training.

He is formally the Financial Sector Consultant for the IMF, where he analysed changes in the provision of financial services in Asia and Emerging Markets and the impact these had on financial stability, smooth functioning of markets and access to bank credit.

He provides specialist insights into how global banks are adjusting to regulatory reforms and consequences for the global financial system and is a recognized contributor to the IMF Global Financial Markets Stability Report.

Previously, Nick was a Bank Treasury specialist for 38 years, of which 27 were spent in Asia, building highly profitable trading rooms, drafting in‐depth country branch and subsidiary balance sheet reviews and shaping global Retail and Wholesale business responses to capital and liquidity regulations post GFC.

He has first‐hand experience of managing idiosyncratic and market wide stress across a 60 country banking franchise and as such has in depth knowledge of how regulation affects banks on both a single legal entity and group consolidated basis.

Previous roles have also included Global Business Head, Group Treasury, Regional & Country Treasurer, Head FTP Policy ‐ Group Treasury, Global ALM Business Planning Manager and Head of Balance Sheet Analytics Team.

Nick has extensive experience in training bank business groups on responses on Treasury Management, balance sheet optimisation & ALCO effectiveness.

Pre-reading materials

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Registration

May 28–29, 2024

In-person, Singapore

Price

$1,499

Early-bird Price

$1,299
Ends April 26
Book now

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