Ke versus WACC, risk-free rate tenor, beta in illiquid markets and country risk you can defend: the discount rate errors that move valuations by double digits.
How export credit agencies moved beyond plain-vanilla guarantees: OECD premium rules, risk participation, direct lending, and what sponsors end up negotiating.
Base-case discipline, FX and commodity paths, DSCR sculpting, and the sensitivity questions boards need answered, drawn from live emerging-market mandates.
Indemnity caps and baskets, RWI interaction, locked box versus completion accounts, and earn-out design: the clauses where 5-15% of transaction value is won or lost.
Beyond annual strategy offsites: linking strategic intent to capital allocation, SBU accountability, and a planning rhythm boards will keep using.