Successfully managing equity investments

Introduction to investment management

• Definition and significance of shareholdings.
• Objectives of company investments (decision criteria, costs).

Strategic considerations

• Objective of investments.
• Identification of new business areas.
• Separation from the core business.
• Cooperations and joint ventures.
• Types of shareholdings: Classification, differences and characteristics.

Management of investments

• Control by shareholders and committees.
• Portfolio analysis.
• Definition of objectives: Reviews, reporting and performance measurement.
• International aspects: Investment management in a global context.

Portfolio measures

• Formation, mergers, corporate actions, sale, liquidation.
• Exit: Planning and implementation of exit strategies.

Crisis management

• Adaptation to changing market conditions.
• Strategies for overcoming crises in investments.
• Handling risks and unforeseen events.

Corporate Governance

• Decisions and business judgment.
• Integration into the Group.
• Compliance, reporting, guidelines.
• Managing director, rules of procedure, powers of attorney, dual control principle.

Special case of investment in start-ups

• Challenges and opportunities for start-up investments.