Agree the first three actions on real estate portfolios and funds that will be taken on returning to work.
Managing Real Estate Portfolios and Investment Funds
Move real estate portfolios and funds from general awareness to a repeatable, reviewable practice.
📍 Tripoli🗓️ 5 training days📚 4 modules🎓 Accredited certificate
5intensive training days
4scientific modules
8training sessions
32detailed points
Course Overview
Capital, liquidity and reputation are all exposed by weak handling of real estate portfolios and funds. In finance the difference between a healthy position on portfolios and funds and a dangerous one is often a single assumption. Every module pairs a short input on the wider financial and banking practice agenda with structured practice on the participant's own material. Participants come from operational and oversight roles, and both perspectives on real estate portfolios and funds are used deliberately. Moving the financial and banking practice capability from written policy into daily practice is not achieved by a single decision. They acquire practical criteria for judging when portfolios and funds is working and when it is only appearing to. Post-incident reviews keep identifying weaknesses in real estate portfolios and funds that were visible long before the incident. Participants leave with a method for portfolios and funds, not a set of opinions about it. The programme ends where implementation begins, with the practice within financial and banking practice broken into steps someone can start on Monday.
Expected Learning Outcomes
Validate the assumptions inside any model supporting portfolios and funds.
Plan the remediation route when a weakness in real estate portfolios and funds is identified.
Test the organisation's response to portfolios and funds under conditions that are less than ideal.
Sequence improvements to real estate portfolios and funds so that each step makes the next one easier.
Stress test portfolios and funds against scenarios that are plausible rather than comfortable.
Set early warning indicators that flag deterioration in real estate portfolios and funds.
Who Should Attend
Credit and underwriting officers assessing real estate portfolios and funds.
Relationship and product managers whose targets depend on portfolios and funds.
Team leaders and supervisors who put real estate portfolios and funds into practice day to day.
Specialists advising senior management on portfolios and funds.
Risk managers responsible for real estate portfolios and funds.
Board risk committee members overseeing portfolios and funds.
Course Modules
Real estate portfolios and funds: regulatory obligation and supervisory expectation
2 sessions · 8 pointsSession 1Comparing real estate portfolios and funds with recognised practice
- Set early warning indicators for real estate portfolios and funds with defined action thresholds.
- Confirm segregation of duties across initiation, approval and settlement of portfolios and funds.
- Verify reconciliation and settlement controls covering real estate portfolios and funds.
- Identify where judgement in portfolios and funds is legitimate and where it is not.
Session 2Reading the current state of portfolios and funds honestly
- Translate the appetite for real estate portfolios and funds into limits someone monitors daily.
- Agree the smallest change to portfolios and funds that would be visibly useful.
- Document the remediation plan for each known weakness in real estate portfolios and funds.
- Set out the decisions in portfolios and funds that require sign-off and by whom.
Portfolios and funds: measurement, models and their assumptions
2 sessions · 8 pointsSession 1What portfolios and funds does to capital and liquidity under stress
- Record the rationale for each significant choice made about real estate portfolios and funds.
- Check the legal and contractual exposure created by portfolios and funds.
- State the risk appetite for real estate portfolios and funds as a number, not an adjective.
- Confirm that contractual obligations around portfolios and funds are understood.
Session 2Building the method for portfolios and funds step by step
- Arrange the handover of real estate portfolios and funds so capability survives staff changes.
- Review whether portfolios and funds is aligned with the objectives of the business line.
- Check the accounting treatment applied to real estate portfolios and funds against current standards.
- Confirm reporting on portfolios and funds reaches the committee that can act on it.
Portfolios and funds: exceptions, breaches and remediation
2 sessions · 8 pointsSession 1Reporting portfolios and funds so the reader can act on it
- Test real estate portfolios and funds against a scenario the organisation would rather not model.
- Prepare the summary of portfolios and funds that senior management will read.
- Anticipate the objections real estate portfolios and funds will raise and prepare the answers.
- Benchmark the organisation's portfolios and funds against comparable operations.
Session 2What a supervisor will ask about real estate portfolios and funds, and in what order
- Confirm that reporting on real estate portfolios and funds reaches the people who can act.
- Prepare the evidence pack demonstrating portfolios and funds operated as designed.
- Review concentration by counterparty, sector and geography inside real estate portfolios and funds.
- List the assumptions in any model supporting portfolios and funds and when each was last challenged.
Portfolios and funds: the control framework and segregation of duties
2 sessions · 8 pointsSession 1Concentration building quietly inside portfolios and funds
- Identify the key controls over real estate portfolios and funds and who tests them.
- Set the review interval for portfolios and funds and who attends.
- Review the pricing of real estate portfolios and funds against the risk being assumed.
- Confirm that those complying with portfolios and funds understand why it exists.
Session 2Stress scenarios for portfolios and funds that are plausible rather than convenient
- Build the internal briefing that explains real estate portfolios and funds to those affected.
- Confirm client due diligence standards applied to portfolios and funds are current.
- Verify six months later that changes to real estate portfolios and funds have held.
- Identify the data already collected that bears on portfolios and funds.
Choose the package that suits you
Silver Package
At least 3 people
USD1,250
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Gold Package
At least 3 people
USD1,850
- 5-night stay in a 5-star hotel
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Complete your registration
We will contact you within one business day to confirm.