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Financial Modelling - Sensitivity and Scenario Analysis
 
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http://www.videofinancialmodelling.com/financial-modelling-sensitivity-and-scenario-analysis/ Shows how to setup a sensitivity, scenario or what-if analysis manager in a financial model.
How to Create Financial Scenarios in Excel
 
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This tutorial analyzes advanced financial modeling tools provided by Excel 2010 to create multiple financial scenarios.
Views: 176000 edutechional
Excel Finance Class 88: Scenario Analysis For Cash Flow & NPV Calculations
 
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Download Excel workbook http://people.highline.edu/mgirvin/ExcelIsFun.htm See how to spread the numbers with scenario analysis so we have a pessimistic and optimistic range of values. We can use 10% and adjust our cost and revenue numbers accordingly. Optimistic: sales and units up and costs down. Pessimistic: sales and units down and costs up. See Excel's Scenario Manager also.
Views: 32796 ExcelIsFun
Scenario Analysis Video
 
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Demonstration of how to use an MS Excel spreadsheet template to conduct Scenario Risk Analysis for a proposed investment opportunity.
Views: 893 Don Grady
Excel What-If Analysis: How to Use the Scenario Manager
 
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For the complete written version and free Excel worksheet download, visit Envato Tuts+: http://business.tutsplus.com/tutorials/excel-what-if-analysis-how-to-use-the-scenario-manager--cms-26446. Learn how to compare multiple sets of data in Excel with the What if Analysis Scenerio Manager. It helps you find a solution or make a decision based on data analysis.
Views: 104815 Envato Tuts+
Limitations of Scenario Analysis
 
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To receive additional updates regarding our library please subscribe to our mailing list using the following link: http://rbx.business.rutgers.edu/subscribe.html
Sensitivity Analysis (Business Forecasting)
 
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This short revision video introduces and illustrates the concept of sensitivity analysis. Sensitivity analysis is a technique which allows the analysis of changes in assumptions used in forecasts. As such, it is a very useful technique for use in investment appraisal, sales and profit forecasting and lots of other quantitative aspects of business management.
Views: 9458 tutor2u
Webinar: Trends and Tools for Faster Risk Assessment and Scenario Analysis
 
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The risk landscape in investment management is changing quickly. Dominated by mobile devices and social media in today’s hyper-connected world information can spread like wildfire. The convergence of mobile and social media is intensifying the impact of global financial and political risks for organizations and is driving them to rethink their approaches to risk management.
Real Estate Modeling - Scenario Analysis
 
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We now have a couple of posts on our blog on this topic. You can learn some data table basics here: http://www.adventuresincre.com/excel-tips-creating-data-tables-and-inserting-text-into-numerical-cells/ Here is the post specifically tied to this video: http://www.adventuresincre.com/scenario-analysis-with-the-equity-waterfall-model/ You can download the Excel file used in this video here: http://www.adventuresincre.com/scenario-analysis-with-the-equity-waterfall-model/ To learn more about the author, visit: http://www.spencerburton.org
Views: 4829 Spencer Burton
Startup Financial Model Scenario Analysis Video
 
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Startup Financial Model Scenario Analysis explanation video from startupfinancialmodel.com - a website for those who are planning, launching, or running a startup or small business and want an excellent financial model to enhance their business plan and capital raising efforts. You can purchase and download the financial model here: http://www.startupfinancialmodel.com/
Views: 5935 NewVentureLab
SENSITIVITY ANALYSIS IN CAPITAL BUDGETING BY CA PAVAN KARMELE
 
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FOR PEN DRIVE CLASSES CONTACT NO. 9977223599, 9977213599 E-MAIL- [email protected]
Views: 9443 CA PAVAN KARMELE
Estimate the risk of project by sensitivity, scenario, Crystal Ball emulation analysis tutourial
 
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How to install Oracle Crystal Ball plug in Microsoft Excel: https://youtu.be/ClLMaItMYNs
Views: 141 Vchannel
Business Scenario Analysis
 
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(CHANNEL NOTICE BELOW DESCRIPTION) If you, your business/project, documents received a report card, what do you think would say? The quintessential bespoke business ToolQuip for Idea, Person, Process, Document, Team, Operations Scenario Evaluations. In other jurisdictions they are called Stress Tests and those tests are used to gauge how certain identified and currently identifiable stressors will affect a document company or industry, financially, or vis-a-vis its mission. In our situation we have developed a proprietary method of doing analyses on document industry or company, product or service, person or team. We conduct Scenario Evaluations to scale up the Survival Capability Index (SCI) of the target to deliver a representative and cogent deliverable. Ikrimahplc Scenario Analyses are Evaluations we execute to determine the survivability Index of the document, product, service, individual or operation. (CHANNEL NOTICE) A VIEWER SILENT CHANNEL This channel is targeted at viewers in the YouTube Community who view without commenting and who don’t really care whether someone else knows if they as viewer likes or dislikes a content and who don't necessarily think that their opinion of "something" should change that something". It is also for those persons who want to view some content but not be told to subscribe, or comment in return for viewing. This is the old skool method. We have returned your choices to you the viewer. Its not that we cannot comment. We choose not to comment.There are persons like us still! Thankyou for the eyes  !!! Ikrimahplc!!!!
Views: 1549 IkrimahPlc Pte. Ltd.
Decision Tree Tutorial in 7 minutes with Decision Tree Analysis & Decision Tree Example (Basic)
 
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Clicked here http://www.MBAbullshit.com/ and OMG wow! I'm SHOCKED how easy.. No wonder others goin crazy sharing this??? Share it with your other friends too! Fun MBAbullshit.com is filled with easy quick video tutorial reviews on topics for MBA, BBA, and business college students on lots of topics from Finance or Financial Management, Quantitative Analysis, Managerial Economics, Strategic Management, Accounting, and many others. Cut through the bullshit to understand MBA!(Coming soon!) http://www.youtube.com/watch?v=a5yWr1hr6QY
Views: 515526 MBAbullshitDotCom
Risk Management and Scenario  Analysis in Action
 
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Charles River Client Conference 2016
Views: 1040 CharlesRiverDev
Excel Finance Class 89: Sensitivity Analysis For Cash Flow & NPV Calculations
 
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Download Excel workbook http://people.highline.edu/mgirvin/ExcelIsFun.htm See how to do Sensitivity Analysis and adjust a single variable for a NPV calculation. See the NPV and SLOPE function and TRANSPOSE array Functions and how to create a X Y Scatter chart.
Views: 79633 ExcelIsFun
Worst Case Scenario - Analysis
 
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Graham Campbell, CEO outlines Saracen's disciplined research process, including the use of the Worst Case Scenario analysis. For our latest updates and expert insights on investment process, stock picking and long-term investments, follow us on Twitter @SaracenFundMgmt and LinkedIn https://uk.linkedin.com/company/saracen-fund-managers-ltd
SCENARIO-PT-Scenario-Analysis-Stress-Testing.wmv
 
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www.finance-power-tools.net SCENARIO-PT intends to support the investment management process with fast and easy stress testing of financial spreadsheet models with scenario designing, administration, and results presentation delivery, allowing fast and efficient project review at executive levels. sound adopted from www.jewelbeat.com
Views: 89 FINANCEPOWERTOOLS
Canadian Sovereign Debt Crisis? Scenario Analysis
 
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Orange Key: 42633582S1 Open a Tangerine Account with this Orange Key and get $50. http://www/tangerine.ca/referafriend Canadian is on the brink of a debt crisis. What are the possible scenarios? Patrick Doyle, MBA, is former investment advisor with over ten years experience in the industry.
Views: 545 CapitalRev
Sensitivity Analysis in Excel
 
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How to do a sensitivity analysis in Excel with two input variables.
Views: 456179 financewithexcel
Climate scenario & PACTA tool
 
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The PRI hosted a webinar on climate scenario analysis and the online PACTA climate scenario analysis tool. This tool, developed by 2⁰ Investing Initiative (2dii), was launched in September 2018 with the support of the Insurance Commissioner of California and the PRI. The Paris Agreement Capital Transition Assessment (PACTA) tool analyses exposure to transition risk in equity and fixed income portfolios over multiple scenarios, offers global coverage of energy intensive sectors, 120 adjustable graphs and a 30 page output report. In this webinar, you will hear about: How investors are responding to the TCFD in its first year of implementation An introduction to climate scenarios. How these can help investors, where these come from, key embedded assumptions and learn about the benefit of using physical asset level data and scenario analysis to assess transition risk in your portfolio A presentation and demonstration from Jakob Thoma, managing director of 2Dii on the PACTA tool A regulator use case on scenario analysis from the Insurance Commissioner of California Q&A between PRI signatories and the speakers The speakers are Jakob Thoma - Managing Director of 2⁰ Investing Initiative, Dave Jones - Insurance Commissioner of California, and Edward Baker - Senior Policy Advisor, Climate and Energy Transition at the PRI.
Views: 372 PRI
Investment Appraisal Under Uncertainty Sensitivity Analysis (example 1)
 
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Investment Appraisal Under Uncertainty Sensitivity Analysis (example 1) - ACCA Financial Management (FM) *** Complete list of free ACCA FM lectures is available on OpenTuition.com https://opentuition.com/acca/fm/ *** Free lectures for the ACCA Financial Management (FM) Exam To benefit from this lecture, visit opentuition.com/acca to download the notes used in the lecture and access ALL free resources: ACCA lectures, tests and Ask the ACCA Tutor Forums Please go to opentuition to post questions to ACCA Tutor, we do not provide support on youtube.
Views: 423 OpenTuition
Sensitivity Analysis for Financial Modeling Course | Corporate Finance Institute
 
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Sensitivity Analysis for Financial Modeling Course | Corporate Finance Institute Enroll in the full course to earn a certificate and advance your career: http://courses.corporatefinanceinstitute.com/courses/sensitivity-analysis-financial-modeling This advanced financial modeling course will take a deep dive into sensitivity analysis with focus on practical applications for professionals working in investment banking, equity research, financial planning & analysis (FP&A), and finance functions. Course agenda includes: Introduction Why perform sensitivity analysis? Model integration - Direct and Indirect methods Analyzing results Gravity sort table Tornado charts Presenting results By the end of this course, you will have a thorough grasp of how to build a robust sensitivity analysis system into your financial model. Form and function are both critical to ensure you can handle quick changes and information requests when you're working on a live transaction.
Risk Analysis in Capital Budgeting - Introduction
 
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Did you liked this video lecture? Then please check out the complete course related to this lecture, ADVANCED FINANCIAL MANAGEMENT with 190+ Lectures, 24+ hours content available at discounted price (only Rs.640)with life time validity and certificate of completion. https://www.udemy.com/advanced-financial-management-a-comprehensive-study/?couponCode=YTB10 Welcome to this course on Advanced Financial Management - A Comprehensive Study. In this course you will be expose to the advanced concepts of Financial Management covering a) Mergers and Acquisitions. b) Capital Market Instruments c) Advanced Capital Budgeting Techniques. d) Risk Analysis in Capital Budgeting e) Sensitivity and Scenario Analysis in Capital Budgeting f) Leasing g) Basics of Derivatives. h) Portfolio Management - Quantitative Techniques. i) Dividend Decisions. The above topics were also available as separate courses. By taking this course, you need not take the separate courses taught by me in the above names. This course is structured keeping Professional course students in mind like CA / CPA / CFA / CMA / MBA Finance, etc. This course will equip you for approaching those professional examinations. This course is presented in simple language with examples. This course has video lectures (with writings on Black / Green Board / Note book, etc). You would feel you are attending a real class. This course is structured in self paced learning style. You would require good internet connection for interruption free learning process. You have to go through the videos leisurely to grab the concepts with clarity. Take this course to gain strong hold on Advanced Concepts in Financial Management. • Category: Business What's in the Course? 1. Over 143 lectures and 16.5 hours of content! 2. Understand Mergers and Acquistions. 3. Understand Advanced Capital Budgeting Techniques 4. Understand Risk Analysis in Capital Budgeting 5. Understand Sensitivity and Scenario Analysis in Capital Budgeting 6. Understand Leasing 7. Understand Dividend Decisions 8. Understand Basics of Derivative Instruments 9. Understand Portfolio Management - Quanitative Techniques Course Requirements: 1. Basic knowledge in Financial Management 2. Basic Knowledge in Accounting Who Should Attend? 1. Professional Course students taking up courses like CA / CPA / CMA / CFA / CIMA / MBA Finance 2. Finance Professionals
Views: 12625 CARAJACLASSES
NPV and What-If Analysis | Corporate Finance | CPA Exam BEC | CMA Exam | Chp 11 p 1
 
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An investment has a positive net present value if its market value exceeds its cost. Such an investment is desirable because it creates value for its owner. The primary problem in identifying such opportunities is that most of the time we can’t actually observe the relevant market value. The possibility that we will make a bad decision because of errors in the projected cash flows is called forecasting risk (or estimation risk). Because of forecasting risk, there is the danger that we will think a project has a positive NPV when it really does not. How is this possible? It happens if we are overly optimistic about the future, and, as a result, our projected cash flows don’t realistically reflect the possible future cash flows.
Dynamic Scenario Analysis for Excel
 
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In this video clip, I demonstrate a technique to develop dynamic scenario analysis for Excel, in order to understand the impact on model result/s of changes to multiple input cells under multiple scenarios. The technique overcomes the limitations of the Scenario Manager which is found under the heading of "What-If Analysis" on the Excel Data Tab. The limitations of the standard Excel Scenario Manager are: 1) The routine exists outside of the Excel cells and it is a cumbersome process to change to change input cells under different scenarios in order to evaluate the impact on the model result for each scenario. 2) There is a limitation on the number of input variables (or "changing cells" as they are referred to in the Scenario Manager), which can be reached quite easily on more complex models. By using a combination of the HLOOKUP function, Data Validation (list type) and Data Tables, this technique overcomes these limitations. In order to clearly demonstrate the technique, the example I have used is deliberately simple (one would probably not use this for a simple model as the same result could be achieved by a grid structure with results at the end of each column). I have used the technique successfully for a number of more complex applications such as business valuations, project viabilities and financial budgets. In such applications, the final model result depends upon input from a number of other worksheets. The technique can also be used to assess multiple results for each scenario, with multiple input variables. For example, I have developed a financial model with 6 scenarios, 20 input variables and three results per scenario (e.g. NPV, IRR and Profitability Index). I have tested the results against separate static models for each scenario and I get the same results, so I am confident in the integrity of the technique. There are a few basic rules to follow: 1) The input variables must be values. 2) The scenario table, the data table and the model result formulae need to be located on the same worksheet. It is fine to link the input variables to other worksheets. The technique can be used for virtually any Excel model and has multiple applications. Although I believe that is preferable to commence model development with the specification of the scenario analysis, as this structures the thought process in terms of selection of key input variables and model result/s, the technique can be easily retro-fitted to existing models.
Views: 26456 Murray Saunderson
ONE MILLION DOLLARS IN DIVIDEND STOCKS
 
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How much passive income can one million dollars invested in dividend paying stocks generate? I receive this question about dividend growth investing all the time! Today's video looks at this question in detail, covering several stock market investing scenarios. My personal dividend stock portfolio contains 38 stocks. Taking my annual dividend income and dividing by the current value of my portfolio, I get a current dividend yield of 3.64%. I will use this as the starting dividend yield in today's hypothetical scenarios. Some assumptions: * 3.64% starting yield * Annual compounded dividend growth rate of 5% per year in perpetuity. Probably a bit low, but do this because of inflation and also because of an assumption I make in Scenario 2 (more on this next). * I assume no capital appreciation. This makes the modeling a bit easier to convey on YouTube. Makes both scenarios look lighter on portfolio value than will probably happen (a conservative approach). In Scenario 2, however, the reinvested dividends are generating more cash flow faster than will likely happen in reality. I taper this off a bit by assuming 5% dividend growth rate. At the end of the day, Scenario 2's all in yield on cost of ~9.3% after 10 years is quite realistic in my humble opinion. My Golden Rule of Investing: Never cut into principal. Scenario 1: Retire Tomorrow In my first scenario, I discuss what it would be like to invest $1,000,000 in dividend stocks and then literally retire tomorrow, living off the passive income. The beauty of this scenario is passive income grows over time, with retirement getting better and better each year! Year 0: $36,400 dividends Year 1: $38,220 Year 2: $40,131 Year 5: $46,457 Year 10: $59,292 passive income This scenario achieves 63% growth in dividend income in just 10 years (even without reinvesting dividends). The key here is avoiding the temptation to cut into principal. Scenario 2: Delay Retirement For 10 Years, Reinvest All Dividends My second scenario describes what it would be like to invest $1,000,000 right now, but delay retirement for 10 years. During these 10 years, this scenario reinvests all dividends. Year 0: $36,400 dividends Year 1: $39,611 Year 2: $43,181 Year 5: $56,582 Year 10: 92,753 passive income Yield on cost (including reinvested dividends) is 9.3% after 10 years of investing! By delaying retirement, income is up 155% over 10 years dividend income (a full 56% better than Scenario 1). WORTH NOTING / CAUTION: Since I assume no capital appreciation, the starting yields are progressively higher on reinvested dividends. Makes the cash flow accelerate quicker. I do this for ease of modeling. I counter-balance this by having a slower dividend growth rate of 5%. Via sanity check on the ending yield on cost, I believe the scenario is realistic. Key takeaway: Time is a huge lever if reinvesting dividends is utilized. Every year one can delay retirement adds more dividend income (if one reinvests dividends). Scenario 3 (Not Covered) – Add More Capital In addition to Scenario 2, consider adding more money to the portfolio on a regular basis! Makes the compounding go even quicker, and creates three dimensions of dividend growth. EMAIL NEWSLETTER SIGN-UP: GET TODAY'S EXCEL WORKSHEET Want to receive the worksheet from today's video? (I'll be emailing it out in a few days.) You can sign up for the PPC Ian dividend investing email newsletter here: http://www.ppcian.com/ppc-ian-dividend-investing-stock-analysis-worksheet/ You'll receive a bunch of helpful Excel files, and can unsubscribe at any time! Let's connect on Instagram (I'm @ianlopuch): https://www.instagram.com/ianlopuch/ As referenced in today's video, here are my top 10 favorite dividend stocks of all time: https://www.youtube.com/watch?v=JV9StoSA2lU I think a stock market correction (or even a crash) may be forthcoming. Learn more in this investing video how I approach corrections in my personal portfolio: https://www.youtube.com/watch?v=KFExyhWTs0g Disclosure: I am long 3M (MMM). I own this stock in my stock portfolio. Disclaimer: I'm not a licensed investment advisor, and PPC Ian videos, Excel files, and content are just for entertainment and fun. PPC Ian videos, Excel files, and content are NOT investment advice. Also, I'm not a tax advisor and PPC Ian videos, Excel files, and content are NOT tax advice. Please talk to your licensed investment advisor before making any financial decisions. Please talk to your licensed tax advisor before making any tax decisions. All PPC Ian videos, Excel files, and other content are (c) Copyright IJL Productions LLC.
Views: 5326 ppcian
October 4, 2018 RTC Meeting - Unified Corridor Investment Study Draft Step 2 Scenario Analysis
 
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The RTC received the draft Step 2 scenario analysis of the Unified Corridor Investment Study (UCS). The UCS is investigating what projects on Highway 1, Soquel Avenue/Soquel Drive/Freedom Boulevard, and the Santa Cruz Branch Rail Line will provide the greatest benefit to the community.
Views: 73 SCCRTC
Debt Investment Deflationary scenario Details and Analysis September 2017
 
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Debt Investment Deflationary scenario Details and Analysis September 2017
Views: 29 Credit Financia
Session 15: The Home Depot Case & Closing the books on Investment Analysis
 
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The bulk of today's class was spent on the HD Furniture case. While the case itself will soon be forgotten (as it should), I hope that some of the issues that we talked about today stay fresh. In particular, here were some of the central themes (most of which are not original): Theme 1: The discount rate for a project should reflect the risk of the project, not the risk of the company looking at the project. Hence, it is the beta for furniture companies that drives the cost of capital for the furniture business, rather than the cost of capital for Home Depot as a company. That principle will get revisited when we talk about acquisition valuation... or in any context, where risk is a consideration. Theme 2: To get a measure of incremental cash flows, you cannot just ask the question, "What will happen if I take this investment?". You have to follow up and ask the next question: "What will happen if I don't take the investment? It is the incremental effect that you should count. That was the rationale we used for counting the savings from the distribution system. Theme 3: If you decide to extend the life on an investment or to make earnings grow at a higher rate, you have to reinvest more to make this possible. In the context of the case, that is the rationale for investing more in capital maintenance in the longer life scenario than in the finite life scenario. Thus, I am not looking for you to make the same capital maintenance assumptions that I did but I am looking for you to differentiate between the two scenarios. Case Presentation: http://www.stern.nyu.edu/~adamodar/pdfiles/cfexams/HDpres2017.pdf Case Excel spreadsheet with analysis: http://www.stern.nyu.edu/~adamodar/pdfiles/cfexams/HDsoln2017.xls Slides: http://www.stern.nyu.edu/~adamodar/podcasts/cfspr17/session15.pdf Post class test: http://www.stern.nyu.edu/~adamodar/pdfiles/cfovhds/postclass/session15test.pdf Post class test solution: http://www.stern.nyu.edu/~adamodar/pdfiles/cfovhds/postclass/session15soln.pdf
Views: 2869 Aswath Damodaran
Scenario Analysis with Enrich Analytics
 
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A summary of portfolio-level tools for comparing and contrasting multiple investment plans with just a few clicks. For more on Enrich Analytics, see http://www.enrichconsulting.com/portfolio-management/ Or our blog at http://blog.enrichconsulting.com
Webinar: Trends and Tools for Faster Risk Assessment and Scenario Analysis
 
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The risk landscape in investment management is changing quickly. Dominated by mobile devices and social media in today’s hyper-connected world information can spread like wildfire. The convergence of mobile and social media is intensifying the impact of global financial and political risks for organizations and is driving them to rethink their approaches to risk management.
Views: 8 USEReady
Elliott Wave Scenario Analysis: USD rally or a mere correction? - LeadingTrader.com
 
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Alessio Rastani explains in detail the two scenarios in the US dollar, based on the Elliott Wave theory. Scenario 1 says the current dollar is a mere correction and the greenback will soon resume the sell-off. The Scenario 2 says the dollar rally has just begun. Core Finance is part of Core London, a TV production company based in Belgravia, London. Core Finance aims to provide its viewers with insightful market commentary, helping investors navigate global financial markets. Making the content provided invaluable to viewers. Our shows are closely followed by fund managers, day traders, retail investors, company CEO's, experienced investors and those new to the financial markets. Core Finance covers all asset classes ranging from currencies (forex), equities, bonds, commodities, crypto-currencies, ETF's, futures and options. Views expressed are solely those of guests and presenters and do not constitute investment advice and are not the views of Core Finance or Core London. See More At: www.corelondon.tv Twitter: @CoreLondonTV Facebook: CoreLondonTV
Views: 78 Core Finance
Excel 2010 Tutorial - Scenario Analysis of a Stock (Expected Return & Standard Deviation) PART 1
 
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http://www.subjectmoney.com/articledisplay.php?title=How%20to%20Create%20a%20Scenario%20Analysis%20for%20an%20Investment%20using%20Excel%20(expected%20return,%20variance,%20standard%20deviation) http://www.subjectmoney.com Visit http://www.Subjectmoney.com for all sorts of useful business information. Online business dictionary, study tools, note sharing, calculators, flash cards, practice exams and more
Views: 6169 Subjectmoney
TCFD scenario analysis – First steps
 
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Scenario Analysis represents one of the biggest challenges to companies in the application of TCFD recommendations. While climate change and transition scenarios have been developed and scenario analysis is a discipline common to many companies that conduct enterprise risk management, it is clear there is no off-the-shelf solution for scenario analysis in climate related financial disclosure. Instead it will be a journey of discovery, learning and collaboration. It is important therefore that companies make a start on this process so that they can learn by doing, share experiences and feedback to others working this field. To this end, this webinar hopes to provide some practical information and first steps for companies, who have publicly committed to implement the TCFD recommendations, as practically as possible, within the next 3 years. We will attempt to assist companies starting to understand how scenario analysis applies to their business, provide some guidance on scenario analysis within the context of the overall disclosure recommendations as well as signposts to useful support resources. We are pleased to welcome a presentation by ERM who provided significant contributions to the formulations of the TCFD recommendations and in particular the technical guidance for Scenario Analysis.
Financial Modeling Quick Lesson: OFFSET / MATCH and Data Validation (Part 1)
 
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Note: To download the Excel template that goes with this video, go to http://www.wallstreetprep.com/blog/financial-modeling-quick-lesson-2-offset-match-and-data-validation-part-1/ In this video, I'll show you how to integrate scenarios into financial models. We'll do this by building a drop down menu in Excel using data validation and connecting the drop down menu to the scenario analysis using the OFFSET / MATCH function.
Views: 101200 Wall Street Prep
Value-Added Real Estate Private Equity Case Study
 
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In this Value-Added Real Estate Private Equity Case Study tutorial video, you'll learn what to expect in real estate private equity case studies and you'll get an example of a real value-added RE PE case study with the solution file and a walk-through of the key points. Please get all the files and the textual description and explanation here: http://www.mergersandinquisitions.com/value-added-real-estate-private-equity-case-study/ Table of Contents: 2:41 Part 1: The Types of RE PE Case Studies 5:19 Part 2: This Case Study and What Makes It Tricky 12:40 Part 3: Why Excel is Horrible for This Case Study 16:59 The Scenarios in This Model 17:51 Part 4: The Property Model and Returns Analysis 26:39 Part 5: The Investment Recommendation 28:37 Recap and Summary Part 1: The Types of RE PE Case Studies The 3 main types are core / core-plus, value-added, and opportunistic. In the first category, the property stays nearly the same over the holding period and the market analysis is more important than a complex model. In the second category, the property changes significantly (more tenants, higher rents, a renovation, etc.) and the models tend to be more complex. The modeling often gets the most complex in the third category because a new property is developed, an existing one is redeveloped, or the building changes massively (e.g., rescuing a distressed property). The complexity also depends on how granular the model is - modeling individual tenants with different lease terms always gets more complicated than a high-level model with average unit sizes, square feet or square meters, etc. Part 2: This Case Study and What Makes It Tricky This case study is less about analyzing the market data, and more about getting all the Excel formulas correct, making the correct calculations, and finishing on time. Since we have information on 13 individual tenants in the building, we NEED to do a more granular analysis and look at each tenant separately. The Excel formulas for free months of rent, TIs and LCs, and other key terms in the leases are somewhat tricky to figure out. Part 3: Why Excel is Horrible for This Case Study The problem here is that there are two scenarios for each existing tenant: they might renew, or they might not renew, when their lease expires. If it's just these two scenarios you can do a reasonable job plotting them out in Excel. But when it goes beyond that - say, 2-year contracts over a 10-year period, resulting in 5 "renewal points" and 2^5 or 32 scenarios - Excel becomes unwieldy for this exercise. You're better off using ARGUS to model this if you have that level of complexity and an entire probability tree. As it stands, our formulas get quite complex here though they are not THAT difficult to understand if you break down the individual components. The Scenarios in This Model The main difference between the three scenarios here is that the occupancy rate stays the same, at 74%, in the Downside Case, whereas it increases to 80% in the Base Case because we find three new tenants, and it increases to 85% in the Upside Case as we find four new tenants. Also, the growth assumptions and the TIs, LCs, and other concessions such as free months of rent differ between the three cases and are most generous in the Upside Case and least generous in the Downside Case. Part 4: The Property Model and Returns Analysis In short, after setting up all the formulas for rent, free months of rent, absorption (the difference between market rent and in-place rent), turnover vacancy (the time between one tenant cancelling and moving out and finding a new one to replace him), and general vacancy, we fill out the rest of the Pro-Forma Model. We include all the operating expenses to determine the property's NOI, and then plot out the debt repayments over time and the interest expense paid on debt. The Acquisition/Exit assumptions and Sources & Uses schedule are all quite straightforward: we assume lower Exit Cap Rates due to the renovation, but there's less of a decline in the Downside Case. In the Returns Analysis, we set up a "waterfall schedule" to split and distribute the returns: up to a 10% IRR is split 80/20 between the LPs and GPs, then between a 10% and 15% IRR it's split 70/30, and then above 15% it's split 60/40. Part 5: The Investment Recommendation We recommend acquiring the property because the numbers work well and meet our targeted IRR and CoC multiple in the Base and Downside cases, the market data is positive, and we believe it's plausible for the occupancy rate and average rents to increase up to the market levels in the area. For the deal NOT to work, something catastrophic would have to happen: rents falling by 25%, the lease renewal rate dropping to 30%, or something in that vein... and we believe there are ways to mitigate against all those risks. http://www.mergersandinquisitions.com/value-added-real-estate-private-equity-case-study/
What is Stress Testing? | Financial Risk Manager Video Training | FRM Tutorial Video
 
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http://www.simplilearn.com/finance-management/?utm_campaign=frm&utm_medium=youtube&utm_source=youtube FRM Certification Training : This video will explain the below concepts 1.Stress Testing 2.Role of Stress Testing 3.Scenario Analysis 4.Sensitivity Tests 5.SPAN 6.Approaches to Scenario Analysis 7.Applications of Stress Testing Click the following link for more details http://goo.gl/yZrxqS
Views: 7616 Simplilearn
Venture Capital Investment Process
 
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Join my Whatsapp Broadcast / Group to receive daily lectures on similar topics through this Whatsapp direct link https://wa.me/917736022001 by simply messaging YOUTUBE LECTURES Did you liked this video lecture? Then please check out the complete course related to this lecture, ADVANCED FINANCIAL MANAGEMENT with 190+ Lectures, 24+ hours content available at discounted price (10% off)with life time validity and certificate of completion. Enrollment Link For Students Outside India: https://bit.ly/2N7P5BX Enrollment Link For Students From India: https://www.instamojo.com/caraja/advanced-financial-management-a-complete-stu/?discount=inyafmacs3 Our website link : https://www.carajaclasses.com Welcome to this course on Advanced Financial Management - A Comprehensive Study. In this course you will be expose to the advanced concepts of Financial Management covering a) Mergers and Acquisitions. b) Capital Market Instruments c) Advanced Capital Budgeting Techniques. d) Risk Analysis in Capital Budgeting e) Sensitivity and Scenario Analysis in Capital Budgeting f) Leasing g) Basics of Derivatives. h) Portfolio Management - Quantitative Techniques. i) Dividend Decisions. The above topics were also available as separate courses. By taking this course, you need not take the separate courses taught by me in the above names. This course is structured keeping Professional course students in mind like CA / CPA / CFA / CMA / MBA Finance, etc. This course will equip you for approaching those professional examinations. This course is presented in simple language with examples. This course has video lectures (with writings on Black / Green Board / Note book, etc). You would feel you are attending a real class. This course is structured in self paced learning style. You would require good internet connection for interruption free learning process. You have to go through the videos leisurely to grab the concepts with clarity. Take this course to gain strong hold on Advanced Concepts in Financial Management. • Category: Business What's in the Course? 1. Over 143 lectures and 16.5 hours of content! 2. Understand Mergers and Acquistions. 3. Understand Advanced Capital Budgeting Techniques 4. Understand Risk Analysis in Capital Budgeting 5. Understand Sensitivity and Scenario Analysis in Capital Budgeting 6. Understand Leasing 7. Understand Dividend Decisions 8. Understand Basics of Derivative Instruments 9. Understand Portfolio Management - Quanitative Techniques Course Requirements: 1. Basic knowledge in Financial Management 2. Basic Knowledge in Accounting Who Should Attend? 1. Professional Course students taking up courses like CA / CPA / CMA / CFA / CIMA / MBA Finance 2. Finance Professionals
Views: 477 CARAJACLASSES
Financial Model Tutorial - (Part 4 of 4) - Analysis
 
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Here we'll analyze the financial statements and then conduct scenario and sensitivity analysis. Download the model at http://www.starterfinancialmodel.com Starter Financial Model
Views: 10704 Michael Herman
Option Fair Value Calculator & Scenario Analysis  - SAMCO Securities
 
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https://www.samco.in/option_fair_value_calc This Video Tutorial Explains how to calculate the fair value of options and also explains the possible movement in option prices due to change in the multiple factors such as time, volatility and change in price of underlying.
Views: 8265 Samco Securities
Cash Flow Model Tutorial - Scenarios, DCF, Capital Structure, Debt Model, Balance Sheet, P&L
 
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Hello! This is a quick overview of an extended financial model I put together. You can download the free Excel template from http://www.challengejp.com/excel-tutorials.php#financial-extended. If you have any questions or suggestions feel free to email me at [email protected] or leave a comment below. Enjoy the video and let me know if you find it useful:)
Views: 425 Jacek Polewski
Philosophy and process: John Hancock Fundamental Large Cap Core Fund
 
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Emory W. (Sandy) Sanders, Jr., CFA, senior portfolio manager of John Hancock Fundamental Large Cap Core Fund, outlines the key steps in this core fund’s investment approach. From initial screens to detailed scenario analysis, this approach to investing in undervalued growth and value stocks offers a repeatable formula in pursuit of consistently strong results. http://bit.ly/2oOk1zi
Compare Resource Scenarios Side-by-Side
 
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Flexible, side-by-side Resource Scenarios equip executives with the insights they need to make informed and data-backed resource and investment plans.
Views: 1298 Decision Lens
ACCA F9 Course Investment Appraisal 13 Sensitivity analysis and expected value
 
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The last topic under investment appraisal is examining investment projects under risk. There are many ways to integrate risk and uncertainty, several examples include - 1. Sensitivity analysis; 2. Expected value using probabilities; 3. Decision tree analysis; 4. Simulation. In this video, we focus on the discussion of sensitivity analysis and expected value using probabilities. It is very common to see investment appraisal under risk questions in ACCA Financial Management exam. The general weakness is students cannot find the differences between sensitivity analysis and probability analysis (expected value). Don't worry, we are here to help. Watch the video and check out the answer.
Views: 218 Got it Pass
Mr. Ambar Maheshwari on the real estate investment scenario in India
 
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Watch Mr. Ambar Maheshwari, CEO, Real Estate & PE Funds, Indiabulls AMC on #ExpertSpeak as he talks about the real estate investment scenario in India.

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