Capital Markets: Products, Risks and Strategies

Course Features

Duration: 24 hours
Skill Level: All level
Language: English

DESCRIPTION

This course surveys the major financial instruments traded in capital markets around the world. Understand how stocks are valued. Learn how stocks and bonds are brought to market. Understand the basic mechanics and risks characteristics of derivatives.

TARGET AUDIENCE

Trading and sales support personnel, regulators, compliance staff, financial journalists, anyone seeking a through grounding in capital markets and products.

OBJECTIVES

At the end of the course, students will be able to:

Read bond and equity listings and decide whether the deals worked well for the parties involved
Choose the best derivative to hedge against risk in real-life financial situations
Calculate the profit or loss on futures trades
Construct a swap and calculate the benefit of the swap to each counterparty
Invest the money held by a pension fund both geographically and by asset class
Describe the role of equity from both the issuers and investors perspectives
Describe the main methods used in equity valuation
Explain the major steps in the IPO process
Identify the key participants in the IPO process

PREREQUISITES REQUIRED

Capital Markets 101: Market Structure, Products and Regulatory Trends

1) MODULE 1: EQUITY INDEXES

Market Segmentation
Index Construction and Weighting
Bias, Tracking Error and Rebalancing
Trading and Hedging Strategies using Index Products

2) MODULE 2: EQUITY VALUATION

Uses and Limitations of Valuation
Valuation Models
Model Inputs
Ratio Analysis
Intrinsic Valuation
Relative Valuation
Equity Risk Premium
Dividend Discount Models
Method of Comparables
Enterprise Value and Economic Value Added (EVA)
Oracle Valuation Case

3) MODULE 3: EQUITY INVESTMENT VEHICLES

Mutual Funds
Hedge Funds
Private Equity
Venture Capital

4) MODULE 4: INTRODUCTION TO DERIVATIVES

Characteristics of Derivatives
Hedging and Speculative Uses
ISDA Framework and Regulation

5) MODULE 5: FUTURES AND FORWARDS

Futures and Forwards Markets
Exchanges, Clearinghouses and OTC
Hedging and speculating with Futures
Trade Execution
Settlement and Margining
Bond Futures
Index Futures

6) MODULE 6: SWAPS

History and Evolution of Swaps
Characteristics & Features of Swaps
Fundamentals of Pricing Interest Rate Swaps
Application of Interest Rate Swaps to Hedging Situations
FX Swaps

7) MODULE 7: OPTIONS

History and Evolution of Options Market.
Options Terminology
Evaluate Risk/Reward - Payoff Profiles & Break-Evens
Identify Basic Characteristics of options, caps & floors and swaptions
Identify Factors of Options Pricing

8) MODULE 8: CREDIT DERIVATIVES

Define and Identify Credit Derivatives
Total Return Swaps And Credit Default Swaps
Identify Mechanics Of Basket and Portfolio Credit Default Swaps

9) MODULE 9: EQUITY AND BOND IPO PARTICIPANTS

Company Management
Board of Directors
Counsel
Independent Accountants
Pre-IPO shareholders
Managing Underwriters
Underwriters Counsel
Research Analysts
SEC
Corporate Bond Issuance

10) MODULE 10: TIMING AND MAJOR STEPS IN IPO PROCESS

Pre-Organizational Meeting
Organizational Meeting
Post-Organizational Meeting

11) CASE STUDY:

Alibaba Case Study

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Capital Markets: Products, Risks and Strategies

Course Features

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