Finance and Accounting Seminars

Investment Management



Introduction

Never before have financial issues been so often been the headline news. It is therefore crucial that today’s business professionals expand their financial knowledge to allow them to contribute to daily decisions and debates.

This course is designed specifically for non-financial personnel; this intensive seminar educates and informs delegates of the key financial markets/products/risks and hazards.

 

Objectives

The seminar provides delegates with the tools required to find better answers to questions such as:

  • What are the major market indices and how are they linked?
  • What is meant by a dual listing?
  • How is a forward rate determined?
  • Can I profit from interest differentials?
  • What is the role of correlation in reducing risk?
  • How do I judge whether my performance in the market is good or bad?
  • What are futures and options?
  • How can futures and options be used to protect the value of my portfolio?
  • What is meant by spread trading?
  • What are the role of bonds in a portfolio.
  • The difference between fundamental and technical analysis.

 

Training Methodology

Using a combination of lectures and individual exercises with practical applications, the delegates will gain both a theoretical and practical knowledge of the topics covered. The emphasis is on the “real world” and as a result delegates will return to the workplace with both the ability and the confidence to apply the techniques learned.

 

Organisational Impact

This seminar provides an integrated blending of concept and practical application. As well as developing subject knowledge delegates will return with enhanced quantitative and technical skills. Advanced Excel skills are increasingly a pre-requisite for financial analysis. Delegates will return to the organisation with great exposure to the power of Excel.

 

Personal Impact

Delegates will acquire detailed knowledge about the trading, pricing and risk management associated with a variety of financial products. The practical and real world approach will provide delegates with a “tool-box” to bring back to the organisation to assist in the analysis of financing, treasury and risk management decisions

 

 

SEMINAR OUTLINE 

 

An Introduction to the Financial Markets

An Introduction to the Equity Markets:

  • IPO’s
  • Market Indices
  • International Equity Market Links
  • Dual Listings
  • GDR’s and ADR’s

An Introduction to Bond Markets

  • Long Term versus Short Term
  • Treasury versus Corporate
  • Types of Bond

An Introduction to the FX Market

  • The spot and forward market
  • Exchange Rate trends and linkages
  • Carry Trades

 

An Introduction to Portfolio Theory

  • The link between risk and return.
  • The role of correlation
  • The Markowitz model of Portfolio Risk
  • The benefits of diversification
  • The Capital Asset Pricing Model
  • Benchmarking

 

Derivatives Use in Investment Management

An Introduction to the Derivatives Market

  • Futures
  • Options

The Cost of Carry Model

  • Cash and carry arbitrage
  • Reverse cash and carry arbitrage

Using Options to provide portfolio insurance

Using Futures to provide portfolio insurance

Using futures to change a portfolios “beta”

Spread trading:

  • Intra-commodity spreads
  • Intra-commodity spreads

Option trading strategies.

 

Bond Portfolio Management

  • Bond pricing
  • Bond Duration
  • Term structure of interest rates
  • The convexity of a bond
  • Bond ratings
  • Immunising a bond portfolio
  • Structured products
  • Money Market Deposits/CD’s/Commercial Paper/Treasury Bills

 

Fundamental and Technical Analysis

  • Technical versus fundamental analysis
  • Yields and ratios
  • Valuation
  • Chartism
  • Technical Trading Rules

UAE (Dubai)

From 12/4/2020 To 23/4/2020 Price: 3750 Euro
From 13/9/2020 To 24/9/2020 Price: 3750 Euro
From 13/12/2020 To 24/12/2020 Price: 3750 Euro

Egypt (Cairo)

From 23/8/2020 To 3/9/2020 Price: 3750 Euro
From 20/12/2020 To 31/12/2020 Price: 3750 Euro

Morocco (Casablanca)

From 2/8/2020 To 13/8/2020 Price: 3750 Euro

Jordan (Amman)

From 13/9/2020 To 24/9/2020 Price: 3750 Euro

UK (London)

From 20/7/2020 To 31/7/2020 Price: 6750 Euro
From 28/9/2020 To 9/10/2020 Price: 6750 Euro

Egypt (Sharm El-Sheikh)

From 11/10/2020 To 22/10/2020 Price: 3750 Euro

Malaysia (Kuala Lumpur)

From 26/7/2020 To 6/8/2020 Price: 4500 Euro
From 29/11/2020 To 10/12/2020 Price: 4500 Euro

Turkey (Istanbul)

From 10/5/2020 To 21/5/2020 Price: 4250 Euro
From 11/10/2020 To 22/10/2020 Price: 4250 Euro
From 11/10/2020 To 22/10/2020 Price: 4250 Euro

France (Paris)

From 6/4/2020 To 17/4/2020 Price: 6750 Euro
From 10/8/2020 To 21/8/2020 Price: 6750 Euro

Switzerland (Geneva)

From 2/11/2020 To 13/11/2020 Price: 6750 Euro

Spain (Barcelona)

From 13/4/2020 To 24/4/2020 Price: 6750 Euro
From 18/5/2020 To 29/5/2020 Price: 6750 Euro

Italy (Rome)

From 6/4/2020 To 17/4/2020 Price: 6750 Euro
From 14/12/2020 To 25/12/2020 Price: 6750 Euro

Manama (Bahrain)

From 24/5/2020 To 4/6/2020 Price: 3750 Euro
From 16/8/2020 To 27/8/2020 Price: 3750 Euro

Kuwait (Kuwait)

From 30/8/2020 To 10/9/2020 Price: 3750 Euro

Spain (madrid)

From 1/6/2020 To 12/6/2020 Price: 6750 Euro
From 7/12/2020 To 18/12/2020 Price: 6750 Euro

Singapore (Singapore)

From 5/10/2020 To 16/10/2020 Price: 6750 Euro

USA (Boston)

From 5/7/2020 To 16/7/2020 Price: 7250 Euro

Netherlands (Amsterdam)

From 20/7/2020 To 31/7/2020 Price: 6750 Euro

Germany (Munich)

From 7/9/2020 To 18/9/2020 Price: 6750 Euro

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