Maintain control by identifying, measuring, monitoring and managing your risks to increase profitability and shareholder value.
Post-Covid supply chain constrictions, the Ukraine crisis and energy price escalations have led to a rapid rise in inflation and forced central banks to raise interest rates sharply. The previous extended period of Quantitative Easing has gone, and the scale of tightening has demonstrated that some banks that attempted to capture new business in the technology sector had weak asset-liability management knowledge.
Failures at Silvergate Bank and Silicon Valley Bank in the United States were failures in good asset-liability management. In Europe, the shocking demise of the globally significant bank Credit Suisse was also a function of poor management and risk controls. If a bank the scale of Credit Suisse can become unviable in the eyes of depositors and counterparties, regulators and institutions must remain constantly vigilant.
Regulators responded to the 2007/8 crisis with increased capital, more effective liquidity-risk management and better management of interest-rate risk in the banking book. This course emphasises the practical application of asset and liability management in the highly regulated post-Basel III environment in which banks must operate.
The extensive use of case studies, exercises and group work provides opportunities for critical thinking. Participants explore net interest income effects, mismatch and duration gaps, interest-rate hedging, liquidity control, Fund Transfer Pricing and management of the economic value of equity.
The course examines the key principles of Asset & Liability Management that must be assessed, managed and reviewed to maintain control of underlying risk factors.
The session is instructor driven, with high-intensity hands-on exercises and case studies. Delegates learn the foundations of the subject and work on real-life problems to understand how ALM tools are used in practice.
Detailed descriptions of core processes and technologies, together with example data and calculations, will help participants generate, review and assess ALM reports and discuss them confidently with clients and colleagues.
Understand how strategic and tactical ALM decisions affect profitability, shareholder value, liquidity and risk appetite.
Work through Basel III, IRRBB, LCR, NSFR, funding mismatch metrics and contingency-planning expectations.
Apply FTP, behavioural modelling, hedging and governance principles to ALCO decisions and business-unit performance measurement.
Participants must meet two criteria to be eligible for an eNESST Academy Certificate of Completion.
Each module is built around practical application, facilitated discussion, calculations, examples and case-study work.
Alan N. Lwetabe, CFA, CAIA, is a distinguished investment executive, ESG leader, and public sector asset management professional with more than 18 years of experience spanning central banking, sovereign wealth management, pension fund advisory, startup ecosystems, and corporate governance.
Throughout his career, he has successfully overseen and managed investment portfolios exceeding USD 4 billion, making him one of the region's most experienced investment professionals in sovereign and institutional asset management.
Currently serving as Director of Investments and ESG Lead at Uganda's Deposit Protection Fund, Alan provides strategic leadership for a portfolio of approximately USD 600 million, overseeing investment governance, portfolio strategy, performance optimization, and enterprise-wide ESG implementation.
He is spearheading the organization's long-term investment transformation through innovative initiatives including impact investing, venture philanthropy, real estate investments, derivatives-based hedging strategies, and the development of a USD 15 million flagship investment property.
Prior to this role, Alan spent over a decade at the Bank of Uganda, where he held senior leadership positions in Financial Markets and Portfolio Management. As Assistant Director of Financial Markets, he led the management of Uganda's foreign exchange reserves averaging USD 4 billion, directing investment strategy across global fixed income markets, currencies, and derivatives while managing relationships with international counterparties, global custodians, external fund managers, and rating agencies.
Earlier, as Senior Portfolio Manager, he directly managed a USD 200 million fixed-income portfolio, consistently delivering investment performance through disciplined portfolio construction and market analysis.
Beyond his executive responsibilities, Alan plays an influential role in strengthening institutional investment governance across East Africa. He serves as Investment Committee Advisor to Makerere University Retirement Benefits Scheme, providing strategic oversight for pension assets exceeding USD 150 million, and as Vice Chairperson of the Uganda Law Society Healthcare & Benevolent Fund, where he guides investment strategy and governance for thousands of legal professionals.
Alan is also deeply engaged in Africa's innovation and entrepreneurship ecosystem. As Startup Advisor for Founder Institute Uganda and Kenya, he mentors early-stage technology entrepreneurs, helping transform innovative ideas into investment-ready businesses.
Additionally, he serves as Board Director and Principal Officer for Kweli Capital Uganda, supporting the establishment of innovative financial services platforms, and as Investor Director for Gogo Electric, representing institutional investment interests on the company's board.
Dates: August 12th - 14th. Venue: Ubumwe Grand Hotel. Course fee: $900 per participant.
Course fees include documentation, luncheon and refreshments for in-person learners. Delegates who attend all sessions and successfully complete the assessment receive the course certificate and any applicable partner certificates.
A hard copy will be provided to in-person learners and a soft copy will be provided to virtual learners.
eNESST Academy is a premier provider of global education and training solutions for professionals, industries and educational partners.
The academy promotes lifelong learning and offers expert guidance, training and resources to help learners remain competitive in a rapidly changing world.
Its courses and programmes are tailored to professionals ranging from aspiring specialists to seasoned experts, delivered with elite academic organisations and industry leaders with unmatched expertise.
Submit your details and the ENESST team will confirm your place, documentation, payment guidance and any corporate/in-company arrangements.
