Capital Markets: Products, Risks and Strategies
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
- Market Segmentation
- Index Construction and Weighting
- Bias, Tracking Error and Rebalancing
- Trading and Hedging Strategies using Index Products
- 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
- Mutual Funds
- Hedge Funds
- Private Equity
- Venture Capital
- Characteristics of Derivatives
- Hedging and Speculative Uses
- ISDA Framework and Regulation
- Futures and Forwards Markets
- Exchanges, Clearinghouses and OTC
- Hedging and speculating with Futures
- Trade Execution
- Settlement and Margining
- Bond Futures
- Index Futures
- 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
- 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
- Define and Identify Credit Derivatives
- Total Return Swaps And Credit Default Swaps
- Identify Mechanics Of Basket and Portfolio Credit Default Swaps
- Company Management
- Board of Directors
- Counsel
- Independent Accountants
- Pre-IPO shareholders
- Managing Underwriters
- Underwriters Counsel
- Research Analysts
- SEC
- Corporate Bond Issuance
- Pre-Organizational Meeting
- Organizational Meeting
- Post-Organizational Meeting
- Alibaba Case Study
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