Securing a viable future for any business starts with the definition of aspirations and the development of a number of achievable objectives. An important aspect of the development and execution of a strategic plan is the process of allocating resources among the various projects or business units. Portfolio management tools and processes are instrumental to create managerial insight in the uncertainty and payoffs associated with competing strategies.
This course provides an overview of portfolio management tools and processes as well as how these can be applied in a practical manner to corporate decision making. 

How you will benefit from attending:

This course provides a conceptual understanding and practical application of various models and processes. In an interactive session lessons-learned and examples of best-practices will be discussed. The ultimate objective of the course is to make participants confident in the application of portfolio tools and processes in their daily work.


Portfolio Optimisation Oil Gas

Who should attend:

This course should be attended by those currently working in, or looking to work in, strategy and planning departments. Senior managers and asset managers interested in gaining an understanding of portfolio modelling should also attend this Master Class.


About your Master Class leaders:

Bart J.A. Willigers, Principal Consultant, Palantir Solutions

Bart has published papers on decision analysis, economic valuation methodologies and geology. Currently, Willigers is working with a number of clients to improve their corporate decision making abilities. He holds a PhD in geology from the Copenhagen University and an MBA degree for Nyenrode University. Bart is a technical editor for SPE Economics & Management.

Felix Majou, Principal Consultant and UK Consulting Manager, Palantir Solutions

Recent projects include the implementation of a portfolio planning tool for a large US independent, and the development of portfolio management workflows for a large North Sea operator. Felix received a Ph.D in Mechanical Engineering from Laval University and Ecole Centrale Nantes, and holds an M.Sc in Mechanical Engineering from France’s Ecole Normale Superieure de Cachan. He also qualified as a CFA charterholder.

Fiona Macmillan is the global business development manager with Palantir Solutions 

Fiona works with clients to provide workflows to enhance their portfolio planning and corporate decision making. Fiona holds a Ph.D. in upstream investment decision making from the University of Aberdeen.

portfolio management risk modelling
oil gas finace modelling risk portfolio
palentir portfolio optimisation oil gas

Palantir Solutions is the largest, independent, dedicated provider of global economic and planning solutions to the international energy and financial sectors.

Making the right decisions on business planning and capital allocation is an extremely complex and challenging process.  Palantir combines highly specialised industry expertise and world class software knowledge to provide solutions that enhance economics and strategic planning workflows. 

Our strategic consulting, PalantirPS, delivers commercial intelligence.  Using Palantir’s unique business model of integrated consulting and software will enable you to turn insights into opportunities and opportunities into value.  You will be able to respond to changeable market conditions to gain a competitive advantage.  The Palantir software takes care of complicated labour intensive processing whilst the expert consulting team is able to provide business ideas, insights and results.

Masterclass agenda



Registration & Coffee



Importance of Portfolio Optimisation

  • Introduction to portfolio modelling and portfolio optimisation
  • Relevance of portfolio analysis for corporate decision making



    Risk Modelling

  • Statistical concepts of probability distribution, the central limit theorem and covariance
  • Importance of probabilistic modelling
  • Risk attitude and decision making
  • Expected value trap
  • Systematic and non-systematic risk
  • clock


    Morning Coffee



    Portfolio Modelling

  • The scope of portfolio modelling and stakeholder's expectations
  • What insights can be obtained from portfolio analysis
  • Where to start with portfolio modelling
  • clock





    Portfolio Management Tools

  • The BCG matrix
  • Portfolio simulation
  • "Rank and cut" portfolio optimisation
  • Optimisation using portfolio filtering
  • Modern portfolio theory
  • clock


    Afternoon Tea



    Practical Portfolio Management Techniques

  • How to bridge to gap between theory and practice
  • The use of type cases
  • The application of Swanson's rule
  • clock


    Close of Master Class

    Holiday Inn Bloomsbury

    Coram Street
    London WC1N 1HT
    United Kingdom

    Holiday Inn Bloomsbury

    Holiday Inn London-Bloomsbury is just 2 minutes' walk from the Tube at Russell Square station, for speedy connections across the capital. We're 10 minutes by bus from Eurostar connections at St Pancras station, and a 45-minute taxi ride from London Heathrow Airport. Check into your stylish Guest room, air-conditioned and connected to wireless Internet.



    speaker image






    CPD stands for Continuing Professional Development’. It is essentially a philosophy, which maintains that in order to be effective, learning should be organised and structured. The most common definition is:

    ‘A commitment to structured skills and knowledge enhancement for Personal or Professional competence’

    CPD is a common requirement of individual membership with professional bodies and Institutes. Increasingly, employers also expect their staff to undertake regular CPD activities.

    Undertaken over a period of time, CPD ensures that educational qualifications do not become obsolete, and allows for best practice and professional standards to be upheld.

    CPD can be undertaken through a variety of learning activities including instructor led training courses, seminars and conferences, e:learning modules or structured reading.


    There are approximately 470 institutes in the UK across all industry sectors, with a collective membership of circa 4 million professionals, and they all expect their members to undertake CPD.

    For some institutes undertaking CPD is mandatory e.g. accountancy and law, and linked to a licence to practice, for others it’s obligatory. By ensuring that their members undertake CPD, the professional bodies seek to ensure that professional standards, legislative awareness and ethical practices are maintained.

    CPD Schemes often run over the period of a year and the institutes generally provide online tools for their members to record and reflect on their CPD activities.


    Professional bodies and Institutes CPD schemes are either structured as ‘Input’ or ‘Output’ based.

    ‘Input’ based schemes list a precise number of CPD hours that individuals must achieve within a given time period. These schemes can also use different ‘currencies’ such as points, merits, units or credits, where an individual must accumulate the number required. These currencies are usually based on time i.e. 1 CPD point = 1 hour of learning.

    ‘Output’ based schemes are learner centred. They require individuals to set learning goals that align to professional competencies, or personal development objectives. These schemes also list different ways to achieve the learning goals e.g. training courses, seminars or e:learning, which enables an individual to complete their CPD through their preferred mode of learning.

    The majority of Input and Output based schemes actively encourage individuals to seek appropriate CPD activities independently.

    As a formal provider of CPD certified activities, SAE Media Group can provide an indication of the learning benefit gained and the typical completion. However, it is ultimately the responsibility of the delegate to evaluate their learning, and record it correctly in line with their professional body’s or employers requirements.


    Increasingly, international and emerging markets are ‘professionalising’ their workforces and looking to the UK to benchmark educational standards. The undertaking of CPD is now increasingly expected of any individual employed within today’s global marketplace.

    CPD Certificates

    We can provide a certificate for all our accredited events. To request a CPD certificate for a conference , workshop, master classes you have attended please email events@saemediagroup.com

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